...
| QuikFieldName | FieldValue | FieldValueName | FieldValueDesc | DataSetType | Category | LastUpdate | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 529PlanType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| 529PlanType | 1 | CollegeAmerica (American Funds) | CollegeAmerica (American Funds) | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| 529PlanType | 2 | John Hancock Freedom 529 | John Hancock Freedom 529 | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| 529PlanType | 3 | NFS (Fidelity) | National Financial Services (Fidelity) | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| AcctInstructions | 1 | Transfer the IRA funds to a Schwab Inherited IRA | Transfer the IRA funds to a Schwab Inherited IRA | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AcctInstructions | 2 | Transfer the assets from an existing Inherited IRA at another financial institution | Transfer the assets from an existing Inherited IRA at another financial institution | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AcctOpenMethod | 0 | Other | Other | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| AcctOpenMethod | 1 | Phone | Opened account over the phone | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| AcctOpenMethod | 2 | Pershing Platform | Pershing NetExchange Pro or other platform | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| AcctOpenMethod | 3 | Fidelity Platform | NFS Streetscape or other Fidelity platform | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| AcctPurpose | 0 | Other | Other | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 1 | New Registration | New Registration | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 10 | Retirement Planning | Retirement Planning | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 11 | Educational | Educational | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 12 | Income Replacement | Income Replacement | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 13 | Savings | Savings | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 14 | Spouse Insurance | Spouse Insurance | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 15 | Guarantee Insurability | Guarantee Insurability | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 16 | Key-Person | Key-Person | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 17 | Cover Debt | Cover Debt | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 18 | Section 303 | Section 303 | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 19 | Deferred | Deferred | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 2 | Account Update | Account Update | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 20 | Generate Income | Generate Income | Acct | Account | 8/6/201414 4:10 PM | |||||||||
| AcctPurpose | 21 | Accumulate Wealth | Accumulate Wealth | Acct | Account | 8/6/201414 4:10 PM | |||||||||
| AcctPurpose | 22 | Preserve Wealth | Preserve Wealth | Acct | Account | 8/6/201414 4:10 PM | |||||||||
| AcctPurpose | 23 | Speculation | Speculation | Acct | Account | 8/6/201414 4:10 PM | |||||||||
| AcctPurpose | 3 | Investment Advisory | Investement Advisory | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 4 | Brokerage Account | Brokerage Account | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 5 | Personal | Personal | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 6 | Business | Business | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 7 | Mortgage | Mortgage | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 8 | Profit Sharing | Profit Sharing | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurpose | 9 | Fund IRA | Fund IRA | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| AcctPurposeBusCash | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusCash | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusCash | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusOperation | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusOperation | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusOperation | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusPayroll | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusPayroll | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeBusPayroll | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeDistTrustAssets | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeDistTrustAssets | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeDistTrustAssets | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeGeneralInv | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeGeneralInv | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeGeneralInv | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvBusRevenue | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvBusRevenue | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvBusRevenue | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvCollege | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvCollege | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvCollege | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvEstatePlanning | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvEstatePlanning | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvEstatePlanning | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvPooledAssets | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvPooledAssets | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvPooledAssets | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvRetirement | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvRetirement | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvRetirement | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTaxBenefits | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTaxBenefits | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTaxBenefits | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTaxPlanning | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTaxPlanning | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTaxPlanning | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTrustAssets | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTrustAssets | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposeInvTrustAssets | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposePaymentTrustExpenses | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposePaymentTrustExpenses | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposePaymentTrustExpenses | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposePaymentTteComp | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposePaymentTteComp | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctPurposePaymentTteComp | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| AcctSrcOfFunds | 0 | Other | Other | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 1 | Income from Earnings | Income from Earnings / Business Revenue | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 10 | Insurance Proceeds | Insurance Proceeds | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 11 | Asset Appreciation | Asset Appreciation | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| AcctSrcOfFunds | 12 | Sale of Assets | Sale of Assets | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| AcctSrcOfFunds | 13 | Savings from Earnings | Savings from Earnings | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| AcctSrcOfFunds | 14 | 1035 Exchange | 1035 Exchange | Acct | Account | 11/13/200606 12:00 AM | |||||||||
| AcctSrcOfFunds | 15 | Change of Broker/Dealer | Change of Broker/Dealer | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 16 | Mutual Funds | Mutual Funds | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 17 | Variable Annuity | Variable Annuity | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 18 | CD or Money Market | CD or Money Market | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 19 | Stocks/Bonds | Stocks/Bonds | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 2 | Investment Proceeds | Investment Proceeds | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 20 | Sale of Residence | Sale of Residence | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 21 | Sale of Real Estate | Sale of Real Estate | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| AcctSrcOfFunds | 22 | Social Security | Social Security income | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| AcctSrcOfFunds | 23 | Accounts Receivable | Accounts Receivable | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| AcctSrcOfFunds | 24 | Alimony | Alimony | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| AcctSrcOfFunds | 25 | Rollover | Rollover | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| AcctSrcOfFunds | 26 | Rental Income | Rental Income | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| AcctSrcOfFunds | 27 | Business Revenue | Business Revenue | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 28 | QRP Rollover | QRP Rollover | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 29 | Tax Refund | Tax Refund | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 3 | Gift | Gift | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 30 | Sale of Assets: Alternative Investment | Sale of Assets: Alternative Investment | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 31 | Donations | Donations | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 32 | Loan Proceeds | Loan Proceeds | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 33 | Transfer in Kind/Journal | Transfer in Kind/Journal | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 34 | Credit/Margin | Credit/Margin | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 35 | Sale of Assets: UIT | Sale of Assets: UIT | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 36 | Sale of Assets: Annuity | Sale of Assets: Annuity | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 37 | Sale of Assets: Mutual Fund/529 | Sale of Assets: Mutual Fund/529 | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 38 | Sale of Assets: Other | Sale of Assets: Other | Acct | Account | 6/30/202121 3:37 PM | |||||||||
| AcctSrcOfFunds | 4 | Sale of Business | Sale of Business | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 5 | Inheritance | Inheritance | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 6 | Legal Settlement | Legal Settlement | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 7 | Pension / IRA / Retirment Savings | Pension / IRA / Retirment Savings | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 8 | Spouse / Parent | Spouse / Parent | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctSrcOfFunds | 9 | Lottery / Gaming | Lottery / Gaming | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctStatements | 0 | Other | Other | Acct | Account | 8/3/201616 10:35 AM | |||||||||
| AcctStatements | 1 | Electronic | Monthly Electronic Statements | Acct | Account | 8/3/201616 10:35 AM | |||||||||
| AcctStatements | 2 | Paper | Monthly Paper Statements | Acct | Account | 8/3/201616 10:35 AM | |||||||||
| AcctTransferType | 1 | Direct Mutual Fund | Direct Mutual Fund | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| AcctTransferType | 2 | Full | Full | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| AcctTransferType | 3 | Partial | Partial | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| AcctTransferType | 4 | Full DRS/DRIP | Full DRS/DRIP | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| AcctTransferType | 5 | Partial DRS/DRIP | Partial DRS/DRIP | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| AcctType | 0 | Other | Other | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 1 | Cash | Cash | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 2 | Margin | Margin | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 3 | Option | Option | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 4 | Asset Management | Asset Management | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 5 | Retirement | Retirement | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 6 | Institutional | Institutional | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| AcctType | 7 | Omnibus | Omnibus | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| AcctType | 8 | Retail | Retail | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| AcctType | 9 | Fee-Based | Fee-based account management | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| ACHTransType | 1 | Electronic Fund Transfer (EFT) | Electronic Fund Transfer (EFT) | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| ACHTransType | 2 | Recurring Contributions | Recurring Contributions | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AddAdditionalAcctReport | 1 | Please add my Additional Account to the Report | Please add my Additional Account to the Report | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| AdditionalAcctType | 1 | Open a new account as my Additional Account | Open a new account as my Additional Account | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| AdditionalAcctType | 2 | Designate the following Schwab account as my Additional Account | Designate the following Schwab account as my Additional Account | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| AdditionalAcctType | 3 | Do not open an Additional Accout for me at this time | Do not open an Additional Accout for me at this time. | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| AdditionalAcctType | 4 | Open a new account with margin features as my Additional Account | Open a new account with margin features as my Additional Account | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| AdditionalParticipantType | 1 | Owner (or partner) | Owner (or partner) | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AdditionalParticipantType | 2 | Spouse (of owner of partner) | Spouse (of owner of partner) | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AddMargin | 1 | Add Margin | Add Margin | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AddtlPrivileges | 1 | Investment Advisor Agent | Investment Advisor Agent | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AddtlPrivileges | 2 | Professional Account Manager | Professional Account Manager | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AddtlPrivileges | 3 | Dual Professional Account Manager and Agent | Dual Professional Account Manager and Agent | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AllocationFormula | 1 | Pro Rata Formula | Pro Rata Formula | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AllocationFormula | 2 | Flat Follar Formula | Flat Follar Formula | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AllocationFormula | 3 | Integrated Formula | Integrated Formula | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| AnnualIncrease | 1 | Annual Increase | Annual Increase | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AppointInvAdv | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| AppointInvAdv | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| AppointInvAdv | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| AppointInvAdvInfo | 1 | Should | Should | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| AppointInvAdvInfo | 2 | Should Not | Should Not | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| AuthElectiveDeferrals | No | No | No | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AuthElectiveDeferrals | Yes | Yes | Yes | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AuthorizationLevel | 1 | Level 1 – Account Inquiry Access | Level 1 – Account Inquiry Access | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AuthorizationLevel | 2 | Level 2 – Account Inquiry Access, Contributions, and Exchanges | Level 2 – Account Inquiry Access, Contributions, and Exchanges | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| AuthorizationLevel | 3 | Level 3 – Account Inquiry Access, Contributions, Exchanges, and Withdrawals | Level 3 – Account Inquiry Access, Contributions, Exchanges, and Withdrawals | Acct | Account | 9/7/2023 | AuthSignOnBehalf | 1 | Yes | Yes | Client23 3:03 PM | ||||
| BeneDesigType | 0 | Other | Other | Acct | Account | 123/13/2022 | AuthSignOnBehalf | No | No | No | Client18/20 12:06 PM | ||||
| BeneDesigType | 1 | Designation of Beneficiary | Designation of Beneficiary | Acct | Account | 123/13/2022 | AuthSignOnBehalf | Yes | Yes | Yes | Client | Account | 12/13/202218/20 12:06 PM | ||
| BeneDesigType | 02 | Other | OtherChange of Beneficiary | Change of Beneficiary | Acct | Account | 3/18/2020 | BeneDesigType20 12:06 PM | |||||||
| BrokerageType | 1 | Designation of Beneficiary | Designation of BeneficiaryCash | Cash | Acct | Account | 34/18/2020 | BeneDesigType10/24 8:21 AM | |||||||
| BrokerageType | 2 | Change of Beneficiary | Change of BeneficiaryMargin | Margin | Acct | Account | 34/18/202010/24 8:21 AM | ||||||||
| CashFeaturesProgram | 1 | Schwab U.S. Dollar Liquid Assets Fund | Schwab U.S. Dollar Liquid Assets Fund | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CashFeaturesProgram | 2 | Schwab One Interest feature | Schwab One Interest feature | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CheckingActivity | 1 | Less than 5 times per month | Less than 5 times per month | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingActivity | 2 | 5 to 10 times per month | 5 to 10 times per month | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingActivity | 3 | 11 to 20 times per month | 11 to 20 times per month | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingActivity | 4 | More than 20 times per month | More than 20 times per month | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingActivity | 5 | Less than 15 times per month | Less than 15 times per month | Acct | Account | 11/10/202323 7:07 AM | |||||||||
| CheckingActivity | 6 | 15 to 30 times per month | 15 to 30 times per month | Acct | Account | 11/10/202323 7:07 AM | |||||||||
| CheckingActivity | 7 | 31 to 45 times per month | 31 to 45 times per month | Acct | Account | 11/10/202323 7:07 AM | |||||||||
| CheckingActivity | 8 | More than 45 times per month | More than 45 times per month | Acct | Account | 11/10/202323 7:07 AM | |||||||||
| CheckingOrder | 0 | Other | Other | Acct | Account | 5/25/202222 2:55 PM | |||||||||
| CheckingOrder | 1 | Checks | Checks | Acct | Account | 5/25/202222 2:55 PM | |||||||||
| CheckingOrder | 2 | Checks with one Visa | Checks with one Visa | Acct | Account | 5/25/202222 2:55 PM | |||||||||
| CheckingOrder | 3 | Checks with two Visas | Checks with two Visas | Acct | Account | 5/25/202222 2:55 PM | |||||||||
| CheckingOrder | 4 | Checks with one Mastercard | Checks with one Mastercard | Acct | Account | 5/25/202222 2:55 PM | |||||||||
| CheckingOrder | 5 | Checks with two Mastercards | Checks with two Mastercards | Acct | Account | 5/25/202222 2:55 PM | |||||||||
| CheckingPreferences | 1 | Schwab One Checks for Organizations | Schwab One Checks for Organizations | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingPreferences | 2 | Schwab One Checks for Sole Proprietorships | Schwab One Checks for Sole Proprietorships | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingPreferences | 3 | Schwab One Checks and a Visa debit card for Sole Proprietorships | Schwab One Checks and a Visa debit card for Sole Proprietorships | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CheckingPreferences | 4 | Schwab One brokerage checks and Visa Platinum debit cards | Schwab One brokerage checks and Visa Platinum debit cards | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CheckingPreferences | 5 | Schwab Bank High Yield Investor Checking account | Schwab Bank High Yield Investor Checking account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CheckVisa | 1 | Checks only | Checks only | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CheckVisa | 2 | Checks and one Visa debit card | Checks and one Visa debit card | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CheckVisa | 3 | Checks and two Visa debit cards | Checks and two Visa debit cards | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ClearingFirmType | 0 | Other | Other | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| ClearingFirmType | 1 | Direct | Accounts held directly at third party companies | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| ClearingFirmType | 2 | Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| ClearingFirmType | 3 | Pershing Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| ClearingFirmType | 4 | NFS Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| ClearingFirmType | 5 | Non-Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/200707 12:00 AM | |||||||||
| ContributionFormula | 1 | Discretionary | Discretionary | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ContributionFormula | 2 | Fixed Percent of Profits Formula | Fixed Percent of Profits Formula | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ContributionFormula | 3 | The employer will not make employer contributions to the SEP-IRA plan | The employer will not make employer contributions to the SEP-IRA plan | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| CorporateReorgCoupons | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CorporateReorgCoupons | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CorporateReorgInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CorporateReorgInfoCopies | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| CorporateReorgInfoCopies | 3 | None | None | Acct | Account | 8/9/2023 | DeathBeneOption | 0 | Other | Other23 3:41 PM | |||||
| CoveredByERISA | No | No | No | Acct | Account | 4/10/29/2010 | DeathBeneOption | 1 | 24 8:21 AM | ||||||
| CoveredByERISA | Yes | Yes | Yes | Acct | Account | 4/10/24 8:21 AM | |||||||||
| DeathBeneOption | 0 | Other | Other | Acct | Account | 10/29/10 12:00 PM | |||||||||
| DeathBeneOption | 1 | Level | Death benefit amount remains level over time. | Acct | Account | 10/29/201010 12:00 PM | |||||||||
| DeathBeneOption | 2 | Increasing | Death benefit amount increases over time | Acct | Account | 10/29/201010 12:00 PM | |||||||||
| DispMethod | 0 | Other | Other | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 3 | High Cost | High Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 7 | Low Cost | Low Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethod | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 0 | Other | Other | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 10 | Minimize Short-Term Gains | Minimize Short-Term Gains | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| DispMethodEquity | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 3 | High Cost | High Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 7 | Low Cost | Low Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodEquity | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 0 | Other | Other | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 10 | Minimize Short-Term Gains | Minimize Short-Term Gains | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| DispMethodMF | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 3 | High Cost | High Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 7 | Low Cost | Low Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodMF | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 0 | Other | Other | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 10 | Minimize Short-Term Gains | Minimize Short-Term Gains | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| DispMethodOther | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 3 | High Cost | High Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 7 | Low Cost | Low Cost | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| DispMethodOther | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| EConfirms | No | No, at this time I do not want eConfirms. | No, at this time I do not want eConfirms. | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ElectiveDeferralsType | 1 | The next payroll date coinciding with or following the later of the date this Adoption Agreement is signed or the Effective Date. | The next payroll date coinciding with or following the later of the date this Adoption Agreement is signed or the Effective Date. | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| ElectiveDeferralsType | 2 | Fill in the date | Fill in the date | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| ElectronicBillPayment | 1 | Do NOT add electronic bill payment | Do NOT add electronic bill payment | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EligibilityServiceRequirementType | 1 | No eligibility service required | No eligibility service required | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligibilityServiceRequirementType | 2 | After Completing consecutive Months of Eligibility Service (not more than 12) beginning on the Employee's date of hire | After Completing consecutive Months of Eligibility Service (not more than 12) beginning on the Employee's date of hire | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligibilityServiceRequirementType | 3 | After completing one Year of Eligibility Service | After completing one Year of Eligibility Service | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligibleEmployedSuboptionType | 1 | All Employees | All Employees | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligibleEmployedSuboptionType | 2 | Employees who are | Employees who are | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligibleEmployedType | 1 | An Employee employed on Specific Date | An Employee employed on Specific Date | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligibleEmployedType | 2 | Not Applicable | Not Applicable | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EligReqCollectiveBargain | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqCollectiveBargain | 1 | Includes | Includes | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqCollectiveBargain | 2 | Does not include | Does not include | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqMinComp | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqMinComp | 1 | Includes | Includes | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqMinComp | 2 | Does not include | Does not include | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqNonRes | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqNonRes | 1 | Includes | Includes | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EligReqNonRes | 2 | Does not include | Does not include | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| EntryDateSuboptionType | 1 | The specified date above | The specified date above | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EntryDateSuboptionType | 2 | Specify a month, day, and year | Specify a month, day, and year | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| EstablishSchwabAcct | 1 | Open a new Schwab One Trust account | Open a new Schwab One Trust account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 2 | Convert your existing Schwab or Schwab One account to a Schwab One Trust Account | Convert your existing Schwab or Schwab One account to a Schwab One Trust Account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 3 | Open new accounts at Charles Schwab in Managed Account Marketplace | Open new accounts at Charles Schwab in Managed Account Marketplace | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 4 | Open a new Schwab One International Trust account | Open a new Schwab One International Trust account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 5 | Convert your existing Schwab or Schwab One International account to a Schwab One International Trust Account | Convert your existing Schwab or Schwab One International account to a Schwab One International Trust Account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 6 | Add Schwab One checks or Visa Platinum debit card(s) to an existing Schwab One International Trust account | Add Schwab One checks or Visa Platinum debit card(s) to an existing Schwab One International Trust account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 7 | Open new Managed Accounts in the Managed Account Select program ("Select") or the Managed Account Access program ("Access") | Open new Managed Accounts in the Managed Account Select program ("Select") or the Managed Account Access program ("Access") | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 8 | Add money managers ("Managers") to existing accounts at Schwab | Add money managers ("Managers") to existing accounts at Schwab | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| EstablishSchwabAcct | 9 | Change Managers on existing Managed Accounts at Schwab to Select or Access Managers | Change Managers on existing Managed Accounts at Schwab to Select or Access Managers | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ExemptStatus | 0 | Other | Other | Acct | Account | 5/20/201616 1:19 PM | |||||||||
| ExemptStatus | 1 | Exempt | Exempt | Acct | Account | 5/20/201616 1:19 PM | |||||||||
| ExemptStatus | 2 | Non-Exempt | Non-Exempt | Acct | Account | 5/20/201616 1:19 PM | |||||||||
| FedTaxClassType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FedTaxClassType | 1 | Individual/Sole Proprietor or Single-Member LLC | Individual/Sole Proprietor or Single-Member LLC | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FedTaxClassType | 2 | C Corporation | C Corporation | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FedTaxClassType | 3 | S Corporation | S Corporation | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FedTaxClassType | 4 | Partnership | Partnership | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FedTaxClassType | 5 | Trust/Estate | Trust/Estate | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FedTaxClassType | 6 | Limited Liability Company | Limited Liability Company | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| FeePayAuth | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| FeeType | 1 | Commission | Commission | Acct | Account | 5/4/201616 6:07 PM | |||||||||
| FeeType | 2 | Fee | Fee | Acct | Account | 5/4/201616 6:07 PM | |||||||||
| FidelityCustodianType | 0 | Other | Other | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| ForeignBank | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBank | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBank | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankCentral | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankCentral | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankCentral | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankNonCoop | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankNonCoop | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankNonCoop | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankOffshore | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankOffshore | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankOffshore | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankSection311 | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankSection311 | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignBankSection311 | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignFinInst | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignFinInst | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ForeignFinInst | Yes | Yes | Yes | Acct | Account | 12/5/2022 | |||||||||
| ForeignTaxIDRequired | 1 | Yes | Yes | Client | Account | 12/13/2022 | |||||||||
| ForeignTaxIDRequired | No | No | No | Client | Account | 12/13/2022 | |||||||||
| ForeignTaxIDRequired | Yes | Yes | Yes | Client | Account | 12/13/2022 | |||||||||
| 22 3:58 PM | |||||||||||||||
| FrozenPlanType | 1 | This is a frozen Plan | This is a frozen Plan | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| FullDRSDRIPType | 1 | Sell fractions and close account | Sell fractions and close account | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FullDRSDRIPType | 2 | Transfer all full shares only | Transfer all full shares only | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FullTransferType | 1 | Transfer all assets in kind | Transfer all assets in kind | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FullTransferType | 2 | Liquidate all assets | Liquidate all assets | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FullTransferType | 3 | Transfer all assets in kind except for the assets listed in the partial transfer, direct mutual funds, and liquidations section, which require liquidation | Transfer all assets in kind except for the assets listed in the partial transfer, direct mutual funds, and liquidations section, which require liquidation | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FullTransferType | 4 | Liquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawal | Liquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawal | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FullTransferType | 5 | Liquidate CD upon maturity and transfer cash | Liquidate CD upon maturity and transfer cash | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| FundSchwabOneIntTrustAcct | 1 | A check or money order | A check or money order | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| FundSchwabOneIntTrustAcct | 2 | Transfer funds from another financial institution | Transfer funds from another financial institution | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| FundSchwabTrustAcctType | 1 | Make a one-time electronic funds transfer from your checking or savings account at another financial institution | Make a one-time electronic funds transfer from your checking or savings account at another financial institution | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| FundSchwabTrustAcctType | 2 | Make a one-time transfer from your linked Schwab One Trust brokerage account | Make a one-time transfer from your linked Schwab One Trust brokerage account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| FundSchwabTrustAcctType | 3 | Make a check payable to the name of the Trust, and mail it to one of the following locations | Make a check payable to the name of the Trust, and mail it to one of the following locations | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| GiftManner | 0 | Other | Other | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| GiftManner | 1 | Trust | Trust | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| GiftManner | 2 | Will | Will | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| GiftManner | 3 | Gift | Created by gift | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| GiftManner | 4 | Appointment | Exercise by appointment | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| GiftManner | 5 | Transfer | Transfer by fiduciary or obligor | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| IACommunications | No | No | No | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| IACommunications | Yes | Yes | Yes | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| InheritingAcctType | 1 | Traditional IRA (includes Rollover, SEP, SIMPLE or Inherited Traditional IRA) | Traditional IRA (includes Rollover, SEP, SIMPLE or Inherited Traditional IRA) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| InheritingAcctType | 2 | Roth IRA (includes Inherited Roth IRA) | Roth IRA (includes Inherited Roth IRA) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| InheritingAcctType | 3 | Qualified plan†(e.g., profit-sharing, money purchase, 401(k), Individual 401(k), 403(b) and 457 plans) | Qualified plan†(e.g., profit-sharing, money purchase, 401(k), Individual 401(k), 403(b) and 457 plans) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| InheritingAcctType | 4 | Qualified plan†(Roth elective deferrals only—e.g., Roth 401(k)) | Qualified plan†(Roth elective deferrals only—e.g., Roth 401(k)) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| InitAcctSrcOfFunds | 0 | Other | Other | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 1 | Income from Earnings | Income from Earnings / Business Revenue | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 10 | Insurance Proceeds | Insurance Proceeds | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 11 | Asset Appreciation | Asset Appreciation | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 12 | Sale of Assets | Sale of Assets | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 13 | Savings from Earnings | Savings from Earnings | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 14 | 1035 Exchange | 1035 Exchange | Acct | Account | 11/13/200606 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 15 | Change of Broker/Dealer | Change of Broker/Dealer | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 16 | Mutual Funds | Mutual Funds | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 17 | Variable Annuity | Variable Annuity | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 18 | CD or Money Market | CD or Money Market | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 19 | Stocks/Bonds | Stocks/Bonds | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 2 | Investment Proceeds | Investment Proceeds | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 20 | Sale of Residence | Sale of Residence | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 21 | Sale of Real Estate | Sale of Real Estate | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 22 | Social Security | Social Security income | Acct | Account | 8/17/201919 9:11 AM | |||||||||
| InitAcctSrcOfFunds | 23 | Accounts Receivable | Accounts Receivable | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| InitAcctSrcOfFunds | 24 | Alimony | Alimony | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| InitAcctSrcOfFunds | 25 | Rollover | Rollover | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| InitAcctSrcOfFunds | 26 | Rental Income | Rental Income | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| InitAcctSrcOfFunds | 3 | Gift | Gift | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 4 | Sale of Business | Sale of Business | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 5 | Inheritance | Inheritance | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 6 | Legal Settlement | Legal Settlement | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 7 | Pension / IRA / Retirment Savings | Pension / IRA / Retirment Savings | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 8 | Spouse / Parent | Spouse / Parent | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InitAcctSrcOfFunds | 9 | Lottery / Gaming | Lottery / Gaming | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| InstAcctAssetClass | 0 | Other | Other | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClass | 1 | Equities | Equities | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClass | 2 | Options | Options | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClass | 3 | Fixed Income | Fixed Income | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClass | 4 | Mutual Funds | Mutual Funds | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClass | 5 | Unit Investment Trust (UIT) | Unit Investment Trust (UIT) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClass | 6 | Exchange Traded Funds (ETF) | Exchange Traded Funds (ETF) | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctAssetClassTypeEquities | 1 | Equities | Equities | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctAssetClassTypeETF | 1 | Exchange Traded Funds (ETF) | Exchange Traded Funds (ETF) | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctAssetClassTypeFI | 1 | Fixed Income | Fixed Income | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctAssetClassTypeMF | 1 | Mutual Funds | Mutual Funds | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctAssetClassTypeOptions | 1 | Options | Options | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctAssetClassTypeOther | 0 | Other | Other | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctAssetClassTypeUIT | 1 | Unit Investment Trusts (UIT) | Unit Investment Trusts (UIT) | Acct | Account | 2/21/202424 12:56 PM | |||||||||
| InstAcctDefn | 0 | Other Entity | Other Entity | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctDefn | 1 | None | None | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctDefn | 2 | Bank, Savings and Loan, Insurance, registered investment company | Bank, Savings and Loan, Insurance, registered investment company | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctDefn | 3 | Investment Advisor | Investment Advisor | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctSuitability | 0 | Other | Other | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctSuitability | 1 | Waived - All | Waived - All | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctSuitability | 2 | Accepted - Al | Accepted - Al | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctSuitability | 3 | Waived per asset class | Waived per asset class | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| InstAcctSuitability | 4 | Determined at time of recommendation | Determined at time of recommendation | Acct | Account | 6/14/201313 5:00 PM | |||||||||
| IntegrationLevel | 1 | The Taxable Wage (TWB) | The Taxable Wage (TWB) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| IntegrationLevel | 2 | Percent of the Taxable Wage Base (TWB) | Percent of the Taxable Wage Base (TWB) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| InterimMailings | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| InterimMailings | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| InterimMailings | 3 | Both Account Holder and IA (Advisor) | Both Account Holder and IA (Advisor) | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| IRAAcctType | 0 | Other | Other | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 1 | Cash | Cash | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 10 | Participant | Participant | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 11 | Spousal | Spousal | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 12 | Guardian | Guardian | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 13 | Rollover | Rollover | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 14 | Rollover (Traditional IRA only) | Rollover (Traditional IRA only) | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 15 | Employer | Employer | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 16 | Employer (SEP IRA only) | Employer (SEP IRA only) | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 17 | Inherited | Inherited | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 18 | Individual | Individual | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 19 | Estate | Estate | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 2 | Margin | Margin | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 20 | Trust | Trust | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 21 | Charity | Charity | Acct | Account | 8/15/202222 10:02 AM | |||||||||
| IRAAcctType | 3 | Option | Option | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 4 | Asset Management | Asset Management | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 5 | Retirement | Retirement | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 6 | Institutional | Institutional | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 7 | Omnibus | Omnibus | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 8 | Retail | Retail | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAAcctType | 9 | Fee-Based | Fee-based account management | Acct | Account | 2/17/202323 11:11 AM | |||||||||
| IRAContribType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 1 | Participant Current Year | Participant Current Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 10 | Voluntary After Tax | Voluntary After Tax | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 2 | Employee Deferral Current Year | Employee Deferral Current Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 3 | Employee Deferral Prior Year | Employee Deferral Prior Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 4 | Employer Current Year | Employer Current Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 5 | Employer Prior Year | Employer Prior Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 6 | Employer Matching Current Year | Employer Matching Current Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 7 | Employer Matching Prior Year | Employer Matching Prior Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 8 | Qualified Matching | Qualified Matching | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRAContribType | 9 | Qualified Non-Elective | Qualified Non-Elective | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 1 | Normal | Normal | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 10 | This is a conversion to a Roth IRA | This is a conversion to a Roth IRA | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| IRADistReason | 11 | This is a request for a Required Minimum Distribution (RMD) | This is a request for a Required Minimum Distribution (RMD) | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| IRADistReason | 12 | This is a request to add or update an IA distribution authorization | This is a request to add or update an IA distribution authorization | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| IRADistReason | 13 | This is a request for a direct rollover to an Employer Plan.* | This is a request for a direct rollover to an Employer Plan.* | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| IRADistReason | 2 | Early | Early | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 3 | SIMPLE IRA Early | SIMPLE IRA Early | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 4 | Education Savings Account | Education Savings Account | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 5 | Death | Death | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 6 | Direct Rollover to an Eligible Employer-Sponsored Plan | Direct Rollover to an Eligible Employer-Sponsored Plan | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 7 | Return of Excess Contribution for Tax Year | Return of Excess Contribution for Tax Year | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistReason | 8 | This is a new distribution request. | This is a new distribution request. | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| IRADistReason | 9 | This is a change to my existing distribution request for the recurring amount of $Â | This is a change to my existing distribution request for the recurring amount of $Â | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| IRADistTransType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistTransType | 1 | Total Distribution | Total Distribution | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistTransType | 2 | One-Time Partial Distribution | One-Time Partial Distribution | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IRADistTransType | 3 | Periodic Distributions | Periodic Distributions | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| IrrevocableTrustType | 1 | GRAT | GRAT | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| IrrevocableTrustType | 2 | CRUT | CRUT | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| IrrevocableTrustType | 3 | CRAT | CRAT | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| JournalType | 1 | Journal Entire Account | Journal Entire Account | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| JournalType | 2 | Journal Cash | Journal Cash | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| JournalType | 3 | Journal the Following Securities | Journal the Following Securities | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedAcctBondStrat | 1 | I want the Manager of my municipal bond strategy to avoid purchasing bonds that are subject to the federal alternative minimum tax | I want the Manager of my municipal bond strategy to avoid purchasing bonds that are subject to the federal alternative minimum tax | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedAcctBondStrat | 2 | I do not want to impose any restriction on the Manager of my municipal bond strategy with regard to bonds that are subject to the federal alternative minimum tax | I do not want to impose any restriction on the Manager of my municipal bond strategy with regard to bonds that are subject to the federal alternative minimum tax | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedAcctMunicpalBondType | 1 | I want the Manager of my municipal bond strategy to acquire securities within a specific state. (I understand that the Manager may treat this as a preference rather than a state-specific portfolio if that is not available.) | I want the Manager of my municipal bond strategy to acquire securities within a specific state. (I understand that the Manager may treat this as a preference rather than a state-specific portfolio if that is not available.) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedAcctMunicpalBondType | 2 | I want the Manager of my municipal bond strategy to give preference to securities within a specific state. (I understand that the percentage of securities in my portfolio within the state may vary and is subject to the Manager's discretion.) | I want the Manager of my municipal bond strategy to give preference to securities within a specific state. (I understand that the percentage of securities in my portfolio within the state may vary and is subject to the Manager's discretion.) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedAcctMunicpalBondType | 3 | I do not want to request a state-specific or state-preference portfolio for my municipal bond strategy. | I do not want to request a state-specific or state-preference portfolio for my municipal bond strategy. | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedAcctType | 1 | Managed Account Select | Managed Account Select | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedAcctType | 2 | Managed Account Access | Managed Account Access | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagedCorporateReorgCoupons | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedCorporateReorgCoupons | 2 | Advisor | Advisor | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedCorporateReorgCoupons | 3 | Manager | Manager | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedCorporateReorgInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedCorporateReorgInfoCopies | 2 | Advisor | Advisor | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedCorporateReorgInfoCopies | 3 | Manager | Manager | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedCorporateReorgInfoCopies | 4 | None | None | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedInterimMailings | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedInterimMailings | 2 | Advisor | Advisor | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedInterimMailings | 3 | Manager | Manager | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedInterimMailings | 4 | Both Account Holder and Advisor | Both Account Holder and Advisor | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedInterimMailings | 5 | Both Account Holder and Manager | Both Account Holder and Manager | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingBallots | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingBallots | 2 | Advisor | Advisor | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingBallots | 3 | Manager | Manager | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingInfoCopies | 2 | Advisor | Advisor | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingInfoCopies | 3 | Manager | Manager | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagedProxyVotingInfoCopies | 4 | None | None | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ManagerAuth | 1 | Yes | Yes | Acct | Account | 4/11/202323 2:29 PM | |||||||||
| ManagerAuth | No | No | No | Acct | Account | 4/11/202323 2:29 PM | |||||||||
| ManagerAuth | Yes | Yes | Yes | Acct | Account | 4/11/202323 2:29 PM | |||||||||
| ManagerOptions | 1 | Open a new account | Open a new account | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagerOptions | 2 | Add a Manager to the following account number | Add a Manager to the following account number | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| ManagerOptions | 3 | Replace the following Manager | Replace the following Manager | Acct | Account | 8/14/2023/23 3:13 PM | |||||||||
| MoreThanTwoAcctHolders | No | No | No | Acct | Account | 4/10/24 8:21 AM | |||||||||
| MoreThanTwoAcctHolders | Yes | Yes | Yes | Acct | Account | 4/10/24 8:21 AM | |||||||||
| NewAcct | 1 | New | New | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| NewAcct | 2 | Existing | Existing | Acct | Account | 2/15/202323 11:59 AM | |||||||||
| NewCustodianConfirmation | 1 | Pershing LLC accepts appointment as successor custodian | Pershing LLC accepts appointment as successor custodian | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| NewCustodianConfirmation | 2 | Please be advised that the following does hereby accept appointment as successor custodian | Please be advised that the following does hereby accept appointment as successor custodian | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| NewPageEachAcct | 1 | The Report will present a continuous list of Accounts, unless you indicate your preference to begin a new page for each Account by checking here | The Report will present a continuous list of Accounts, unless you indicate your preference to begin a new page for each Account by checking here | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| NotifyType | 0 | Other | Other | Acct | Account | 8/6/201414 4:16 PM | |||||||||
| NotifyType | 1 | Statement | Statement | Acct | Account | 8/6/201414 4:16 PM | |||||||||
| NotifyType | 2 | Confirm | Confirm | Acct | Account | 8/6/201414 4:16 PM | |||||||||
| NotifyType | 3 | Proxy | Proxy | Acct | Account | 8/6/2014 | |||||||||
| NotifyType | 0 | Other | Other | Client | Account | 8/6/2014 | |||||||||
| NotifyType | 1 | Statement | Statement | Client | Account | 8/6/2014 | |||||||||
| NotifyType | 2 | Confirm | Confirm | Client | Account | 8/6/2014 | |||||||||
| NotifyType | 3 | Proxy | Proxy | Client | Account | 8/6/201414 4:16 PM | |||||||||
| ObjectionRelease | No | No | No | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ObjectionRelease | Yes | Yes | Yes | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| OrgSharesType | 1 | Registered on the books of the organization | Registered on the books of the organization | Acct | Account | 8/16/202323 11:02 AM | |||||||||
| OrgSharesType | 2 | In bearer-share form | In bearer-share form | Acct | Account | 8/16/202323 11:02 AM | |||||||||
| OrgType | 1 | Incorporated Organization | Incorporated Organization | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| OrgType | 2 | Non-Incorporated Organization | Non-Incorporated Organization | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| OwnerRelationship | 0 | Other | Other | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| OwnerRelationship | 1 | Married | Married | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| OwnerRelationship | 2 | Partners | Partners | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| OwnerRelationship | 3 | Friends | Friends | Acct | Account | 11/30/200606 12:00 AM | |||||||||
| Paperless | 1 | Yes, enroll in Paperless Documents | Yes, enroll in Paperless Documents | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| Paperless | No | No, do not enroll in Paperless Documents | No, do not enroll in Paperless Documents | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| Paperless | Yes | Yes, enroll in Paperless Documents | Yes, enroll in Paperless Documents | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| PartialIRADistType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| PartialIRADistType | 1 | Gross | Gross | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| PartialIRADistType | 2 | Net | Net | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| PartialTransferType | 1 | Liquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawal | Liquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawal | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| PartialTransferType | 2 | Liquidate CD upon maturity and transfer cash | Liquidate CD upon maturity and transfer cash | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| PlanDateType | 1 | New Plan Effective Date | New Plan Effective Date | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| PlanDateType | 2 | Existing Plan Amendment or Restatement Date | Existing Plan Amendment or Restatement Date | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| PlanDocIRA | 0 | Other | Other | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| PlanDocIRA | 1 | Clearing Firm Adoption Agreement | Clearing Firm Adoption Agreement | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| PlanDocIRA | 2 | Outside Custodian Agreement | Outside Custodian Agreement | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| PlanEligType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| PlanEligType | 1 | Full Eligibility | Full Eligibility | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| PlanEligType | 2 | Limited Eligibility | Limited Eligibility | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| PrivateAcct | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| PrivateAcct | No | No | No | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| PrivateAcct | Yes | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| ProgramType | 0 | Other | Other | Acct | Account | 5/19/202020 9:35 AM | |||||||||
| ProgramType | 1 | Advisor-directed | Advisor-directed | Acct | Account | 5/19/202020 9:35 AM | |||||||||
| ProgramType | 2 | CAAP | CAAP | Acct | Account | 5/19/202020 9:35 AM | |||||||||
| ProgramType | 3 | Team-directed | Team-directed | Acct | Account | 5/19/202020 9:35 AM | |||||||||
| ProgramType | 4 | Unified managed account (UMA) and Separately Managaed Account (SMA) | Unified managed account (UMA) and Separately Managaed Account (SMA) | Acct | Account | 5/19/202020 9:35 AM | |||||||||
| ProgramType | 5 | CAAP Small Account Solutions | CAAP Small Account Solutions | Acct | Account | 5/19/202020 9:35 AM | |||||||||
| ProspectusDelivered | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| ProspectusDelivered | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| ProspectusDelivered | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| ProtectedBenefits | 1 | Protected Benefits and Prior Plan Document Provisions Attachment | Protected Benefits and Prior Plan Document Provisions Attachment | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| ProxyVotingBallots | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ProxyVotingBallots | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ProxyVotingInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ProxyVotingInfoCopies | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| ProxyVotingInfoCopies | 3 | None | None | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| RegType | 0 | Other | Other | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 0 | Other (Second Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/200909 2:49 PM | |||||||||
| RegType | 0 | Other (Third Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/200909 2:49 PM | |||||||||
| RegType | 1 | Individual | Individual | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 10 | Transfer On Death - Joint | Transfer On Death - Joint | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 100 | Fiduciary Trust | Fiduciary Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 101 | Inherited IRA | Inherited IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 102 | Self-Directed IRA | Self-Directed IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 103 | Spousal IRA | Spousal IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 104 | Spousal Rollover IRA | Spousal Rollover IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 105 | Custodial IRA Contributory | Custodial IRA Contributory | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 106 | Inherited Roth IRA | Inherited Roth IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 107 | Qualified | Qualified, Retirement | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 108 | Non-Qualified | Non-Qualified, Non-IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 109 | Retirement Plan Rollover | Retirement Plan Rollover | Acct | Account | 12/20/200909 9:14 AM | |||||||||
| RegType | 11 | Transfer On Death - Joint Tenants with Rights of Survivorship | Transfer On Death - Joint Tenants with Rights of Survivorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 110 | Roth 403(b) | Roth 403(b) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 111 | 401(a) | 401(a) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 112 | Health Savings Account | Health Savings Account | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 113 | C Corporation | C Corporation | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 114 | Individual 529 Funded by UGMA/UTMA | Individual 529 Funded by UGMA/UTMA | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 115 | Participant 403(b) | Participant 403(b) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 116 | Participant 403(b)7 | Participant 403(b)7 | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 117 | Group 403(b) | Group 403(b) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 118 | Group 403(b)7 | Group 403(b)7 | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 119 | S Corporation | S Corporation | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegType | 12 | Transfer On Death - Joint Tenants in Common | Transfer On Death - Joint Tenants in Common | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 120 | Disregarded Entity | Disregarded Entity | Acct | Account | 6/14/201313 12:00 AM | |||||||||
| RegType | 121 | Participant IRA | Participant IRA | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegType | 122 | Guardian IRA | Guardian IRA | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegType | 123 | Employer IRA | Employer IRA | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegType | 124 | Individual Education | Education, 529, Coverdell, ESA Individual Account | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegType | 125 | Trust Education | Education, 529, Coverdell, ESA Trust Account | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegType | 126 | Rollover Education | Education, 529, Coverdell, ESA Rollover Account | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegType | 127 | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 128 | Limitied Liability Company C Corp | Limitied Liability Company C Corp | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 129 | Limitied Liability Company S Corp | Limitied Liability Company S Corp | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 13 | Transfer On Death - Joint Tenants in Entirety | Transfer On Death - Joint Tenants in Entirety | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 130 | Outside IRA | Outside IRA | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 131 | Church | Church | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 132 | 415(m) Plan | 415(m) Plan | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 133 | 403(b) ERISA | 403(b) ERISA - Title 1 | Acct | Account | 8/17/201616 12:55 PM | |||||||||
| RegType | 134 | 403(b) NON - ERISA | 403(b) NON - ERISA | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 135 | 72(t) | 72(t) | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 136 | 72(q) | 72(q) | Acct | Account | 7/18/201414 3:52 PM | |||||||||
| RegType | 137 | DPP | Direct Participation Program | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 138 | Variable Life | Variable Life | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 139 | Variable Annuity | Variable Annuity | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 14 | Transfer On Death - Joint Community Property | Transfer On Death - Joint Community Property | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 140 | Indexed Annuity | Indexed Annuity | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 141 | Fixed Annuity | Fixed Annuity | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 142 | Indexed Universal Life | Indexed Universal Life | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 143 | RMS | Retirement Management Services | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 144 | Margin | Margin | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 145 | Option | Option | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 146 | Brokerage Access | Brokerage Access | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 147 | Brokerage Portfolio | Brokerage Portfolio | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 148 | METrade | METrade | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegType | 149 | Trust - Foundation | Trust - Foundation | Acct | Account | 8/6/201515 5:30 PM | |||||||||
| RegType | 15 | Transfer On Death - Joint Community Property with Rights of Survivorship | Transfer On Death - Joint Community Property with Rights of Survivorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 150 | Roth 457 | After-tax Roth 457 | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 151 | After-tax savings (non-qualified) | After-tax savings (non-qualified) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 152 | 457 Plan Roth | 457 Plan Roth | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 153 | Roth 403(b)(7) | Roth 403(b)(7) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 154 | Beneficiary 403(b)(7) | Beneficiary 403(b)(7) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 155 | Beneficiary Roth 403(b)(7) | Beneficiary Roth 403(b)(7) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 156 | Beneficiary Texas ORP | Beneficiary Texas ORP | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 157 | Beneficiary 457 | Beneficiary 457 | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 158 | Beneficiary Roth 457 | Beneficiary Roth 457 | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 159 | Texas ORP | Texas ORP | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 16 | Transfer On Death - Joint Usufruct | Transfer On Death - Joint Usufruct | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 160 | Supplemental Pre-Tax for Texas ORP | Supplemental Pre-Tax for Texas ORP | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 161 | Investor SOLUTIONS | Investor SOLUTIONS | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegType | 162 | Education IRA | Education IRA | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 163 | Inherited Profit Sharing | Inherited Profit Sharing | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 164 | NQ Deferred Comp | Non-Qualified Deferred Compenation Plan | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 165 | Prototype SEP | Prototype SEP | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 166 | Qual Deferred Comp | Qualified Deferred Compensation Plan | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 167 | Beneficiary 403(b) | Beneficiary 403(b) | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 168 | Roth Guardian | Roth Guardian | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 169 | Roth Spousal | Roth Spousal | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 17 | Corporation | Corporation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 170 | Simple 401(k) | Simple 401(k) | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 171 | Target Benefit | Target Benefit Plan | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 172 | Trust Tenants in Common | Trust Tenants in Common | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegType | 173 | Omnibus | Omnibus | Acct | Account | 6/15/201616 1:02 PM | |||||||||
| RegType | 174 | 401(a) Match Individual | 401(a) Match Individual | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 175 | 401(a) Match Institutional | 401(a) Match Institutional | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 176 | Multi-Part. 401(l)/Roth 401(k) | Multi-Part. 401(l)/Roth 401(k) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 177 | Multi-Part. Money Purchase | Multi-Part. Money Purchase | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 178 | Multi-Part. Money Purchase Individual | Multi-Part. Money Purchase Individual | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 179 | Multi-Part. Money Purchase Institutional | Multi-Part. Money Purchase Institutional | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 18 | Limited Liability Corporation | Limited Liability Corporation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 180 | Multi-Part. Profit Sharing | Multi-Part. Profit Sharing | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 181 | Multi-Part. Profit Sharing Individual | Multi-Part. Profit Sharing Individual | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 182 | Multi-Part. Profit Sharing Institutional | Multi-Part. Profit Sharing Institutional | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 183 | Non-Exempt Individual Account | Non-Exempt Individual Account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 184 | Non-Exempt Institutional Account | Non-Exempt Institutional Account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 185 | Non-Exempt Other | Non-Exempt Other | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 186 | Non-Exempt | Non-Exempt | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 187 | Non-Fiduciary Non Reportable | Non-Fiduciary Non Reportable | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 188 | Institutional Account | Institutional Account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 189 | Scholarship Provider | Scholarship Provider | Acct | Account | 11/2/201616 3:52 PM | |||||||||
| RegType | 19 | Noncorporate (Unincorporated) Association | Noncorporate (Unincorporated) Association | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 190 | 529 ESA Transfer | 529 ESA Transfer | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 191 | 529 Irrevocable Trust (Entity-Owned 529 Plans) | 529 Irrevocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 192 | 529 Irrevocable Trust (Individual 529 Plans) | 529 Irrevocable Trust (Individual 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 193 | 529 Revocable Trust (Entity-Owned 529 Plans) | 529 Revocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 194 | 529 Revocable Trust (Individual 529 Plans) | 529 Revocable Trust (Individual 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 195 | 529 Scholarship Provider | 529 Scholarship Provider | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 196 | Company | Individual-owned company doing business as (DBA) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 197 | Company (DBA) | Coogan blocked trust account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 198 | Coogan | For profit organization that isn't a corporation | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 199 | For Profit Organization | For Profit Organization | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 2 | Joint | Joint | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 20 | Non-Prototype | Non-Prototype | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 200 | Governmental 457 Plan | Governmental 457 Plan | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 201 | LTD | Limited Company | Acct | Account | 8/17/201616 3:18 PM | |||||||||
| RegType | 202 | Minor-Owned Roth IRA | Minor-Owned Roth IRA | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 203 | Minor-Owned SEP | Minor-Owned SEP | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 204 | Minor-Owned Simple IRA | Minor-Owned Simple IRA | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 205 | Minor-Owner IRA | Minor-Owner IRA | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 206 | Non-ERISA Beneficiary | Non-ERISA Beneficiary | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 207 | Other Custodial Retirement Plan | Other Custodial Retirement Plan | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 208 | Religious & Educationals Institutions | Religious & Educationals Institutions | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 209 | 529 Individual Testamentary/Under the Will | 529 Individual Testamentary/Under the Will | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 21 | Financial Organization | Financial Organization | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 210 | 529 Entity Testamentary/Under the Will | 529 Entity Testamentary/Under the Will | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 211 | Unions | Unions | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 212 | Final Pay Plan | Final Pay Plan | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegType | 213 | Owner-Only Profit Sharing | Owner-Only Profit Sharing | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 214 | Owner-Only Money Purchase | Owner-Only Money Purchase | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 215 | ERISA Plan Beneficiary | ERISA Plan Beneficiary | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 216 | Profit Sharing Individual | Profit Sharing Individual | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 217 | Profit Sharing Institutional | Profit Sharing Institutional | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 218 | Money Purchase Individual | Money Purchase Individual | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 219 | Money Purchase Institutional | Money Purchase Institutional | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 22 | Nonprofit (Exempt or Charitable) Organization | Nonprofit (Exempt or Charitable) Organization | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 220 | Large 401(k) | Large 401(k) with 100 or more employees | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 221 | Large 457 Plan | Large 457 Plan with 100 or more employees | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 222 | Large Non-Gov't 457 Plan | Large Non-Government 457 Plan with 100 or more employees | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 223 | NQ Deferred Comp Individual | Non-Qualified Deferred Comp Individual | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 224 | NQ Deferred Comp Institutional | Non-Qualified Deferred Comp Institutional | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 225 | 403(b) Custodial Account | 403(b) Custodial Account | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 226 | 403(b) Optional Retirement Plan (ORP) | 403(b) Optional Retirement Plan (ORP) | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegType | 227 | Inherited Guardian | Inherited Guardian | Acct | Account | 11/2/201616 3:52 PM | |||||||||
| RegType | 228 | 403(b)(7) Non ERISA | 403(b)(7) Non ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegType | 229 | Roth 403(b)(7) Non ERISA | Roth 403(b)(7) Non ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegType | 23 | Sole Proprietorship | Sole Proprietorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 230 | 403(b)(7) ERISA | 403(b)(7) ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegType | 231 | Roth 403(b)(7) ERISA | Roth 403(b)(7) ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegType | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account | 3/2/201717 2:06 PM | |||||||||
| RegType | 233 | Statutory Trust | Statutory Trust | Acct | Account | 9/18/201818 1:54 PM | |||||||||
| RegType | 234 | Roth IRA Rollover | Roth IRA Rollover | Acct | Account | 8/15/201919 9:10 AM | |||||||||
| RegType | 235 | Business Trust | Business Trust - Individual owns at least 10% | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegType | 236 | Irrevocable Trust - GRAT | Irrevocable Trust - GRAT - Grantor Retained Annuity Trust | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegType | 237 | Irrevocable Trust - CRUT | Irrevocable Trust - CRUT - Charitable Remainder Trust | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegType | 238 | Irrevocable Trust - CRAT | Irrevocable Trust - CRAT - Charitable Remainder Annuity Trust | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegType | 239 | LLC Exempt | Limited Liability Company Exempt | Acct | Account | 10/9/201919 1:11 PM | |||||||||
| RegType | 24 | Partnership | Partnership | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 240 | LLC Sole Proprietorship | Limited Liability Company Sole Proprietorship | Acct | Account | 10/9/201919 1:11 PM | |||||||||
| RegType | 241 | Foreign Corp | Foreign Corp | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| RegType | 242 | Committee | Committee | Acct | Account | 7/22/202020 10:53 AM | |||||||||
| RegType | 243 | IRA Roth Conversion (Qualified Plans) | IRA Roth Conversion (Qualified Plans) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| RegType | 25 | Trust | Trust | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 26 | Trust under Agreement | Trust under Agreement | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 27 | Trust under Will | Trust under Will | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 28 | Trust - Family | Trust - Family | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 29 | Trust - Irrevocable | Trust - Irrevocable | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 3 | Joint Tenants with Rights of Survivorship | Joint Tenants with Rights of Survivorship (JTWROS) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 30 | Trust - Revocable | Trust - Revocable | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 31 | Trust - Living | Trust - Living | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 32 | Trust - Testamentary | Trust - Testamentary | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 33 | Estate | Estate | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 34 | Estate Executor | Estate Executor | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 35 | Estate Administrator | Estate Administrator | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 36 | Estate Personal Representative | Estate Personal Representative | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 37 | Government Entity | Government Entity | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 38 | Power of Attorney | Power of Attorney | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 39 | Investment Club | Investment Club | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 4 | Joint Tenants in Common | Joint Tenants in Common | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 40 | Conservatorship | Conservatorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 41 | Bank Collateral | Bank Collateral | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 42 | Cash on Delivery | Cash on Delivery | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 43 | Custodian for a Minor | Custodian for a Minor | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 44 | Custodial UGMA (Uniform Gift to Minors Act) | Custodial UGMA (Uniform Gift to Minors Act) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 45 | Custodial UTMA (Uniform Transfer to Minors Act) | Custodial UTMA (Uniform Transfer to Minors Act) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 46 | Guardianship | Guardianship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 47 | 529 Plan | 529 Plan | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 48 | College Savings / Coverdell / Education | College Savings (Coverdell ESA) Education IRA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 49 | IRA | IRA (Traditional) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 5 | Joint Tenants in Entirety | Joint Tenants in Entirety | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 50 | IRA - Third Party | IRA - Third Party | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 51 | IRA Rollover | IRA Rollover | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 52 | IRA Roth | IRA Roth (Contribution) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 53 | SEP | SEP IRA | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 54 | Simple IRA | Simple IRA (Employee) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 55 | Profit Sharing | Profit Sharing (PSP) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 56 | Pension Plan | Pension Plan | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 57 | 401k | Group 401(k) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 58 | 403b | 403(b) / TSA / Tax-Sheltered Annuity | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 59 | Defined Benefit Plan | Defined Benefit Plan | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegType | 6 | Joint Community Property | Joint Community Property | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 60 | Keogh | Keogh / HR10 | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegType | 61 | Money Purchase Plan (MPP) | Money Purchase Plan (MPP) | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegType | 62 | Advisory / Wrap / Managed Account | Advisory / Wrap / Managed Account | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegType | 63 | Thrift Savings Plan | Thrift Savings Plan (TSP) | Acct | Account | 10/8/200505 12:00 AM | |||||||||
| RegType | 64 | Limited Liability Partnership | Limited Liability Partnership (LLP) | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 65 | Beneficiary / Inherited | Beneficiary / Inherited | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 66 | IRA Roth Conversion | IRA Roth Conversion | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 67 | SARSEP | SARSEP IRA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 68 | SIMPLE IRA Employer | SIMPLE IRA Employer | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 69 | IRA Custodial Roth | Custodial Roth IRA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 7 | Joint Community Property with Rights of Survivorship | Joint Community Property with Rights of Survivorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 70 | Individual 401k | Individual 401k / Single K | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegType | 71 | Defined Contribution | Defined Contribution | Acct | Account | 6/16/200606 12:00 AM | |||||||||
| RegType | 72 | Beneficiary IRA (BDA) | IRA Beneficiary Distribution Account | Acct | Account | 7/28/200606 12:00 AM | |||||||||
| RegType | 73 | Beneficiary Roth IRA (BDA) | Roth IRA Beneficiary Distribution Account | Acct | Account | 7/28/200606 12:00 AM | |||||||||
| RegType | 74 | Non-Prototype IRA | Non-Prototype IRA | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| RegType | 75 | Non-Prototype Plan | Non-Prototype Plan | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| RegType | 76 | Non-Prototype Trust | Non-Prototype Trust | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| RegType | 77 | ERISA / T1 | ERISA / T1 | Acct | Account | 8/25/200606 12:00 AM | |||||||||
| RegType | 78 | 457 Deferred Comp | 457 Deferred Compensation | Acct | Account | 8/25/200606 12:00 AM | |||||||||
| RegType | 79 | Roth 401(k) | Roth Individual 401(k) | Acct | Account | 8/25/200606 12:00 AM | |||||||||
| RegType | 8 | Joint Usufruct | Joint Usufruct | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 80 | Estate Special Administrator | Estate Special Administrator | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 81 | Estate Temporary Administrator | Estate Temporary Administrator | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 82 | Estate Executrix | Estate Executrix | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 83 | Trust - Irrevocable Living | Trust - Irrevocable Living | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 84 | Trust - Charitable | Trust - Charitable | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 85 | Exempt Organization | Exempt Organization | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 86 | Nonpurpose Loan | Nonpurpose Loan | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegType | 87 | Group 529 Plan | Group 529 Plan | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 88 | Nonprofit Corporation | Nonprofit Corporation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 89 | Charitable Donation | Charitable Donation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 9 | Transfer On Death - Individual | Transfer On Death - Individual | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegType | 90 | 403b7 | 403(b)(7) | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegType | 91 | 403b9 | 403(b)(9) | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegType | 92 | Roth Individual 401(k) Conversion | Roth Individual 401(k) Conversion | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegType | 93 | Roth Group 401(k) Conversion | Roth Group 401(k) Conversion | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegType | 94 | Beneficiary QRP | Beneficiary QRP | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegType | 95 | Roth Group 401(k) | Roth Group 401(k) | Acct | Account | 11/23/200707 12:00 AM | |||||||||
| RegType | 96 | Revocable Living Trust | Revocable Living Trust, Other Trust, Marital Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 97 | Other Revocable Trust | Other Revocable Trust, CRUT | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 98 | Business Trust | Business Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegType | 99 | Foreign Trust | Foreign Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 0 | Other | Other | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 0 | Other (Second Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/200909 2:49 PM | |||||||||
| RegTypeEntity | 0 | Other (Third Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/200909 2:49 PM | |||||||||
| RegTypeEntity | 1 | Individual | Individual | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 10 | Transfer On Death - Joint | Transfer On Death - Joint | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 100 | Fiduciary Trust | Fiduciary Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 101 | Inherited IRA | Inherited IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 102 | Self-Directed IRA | Self-Directed IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 103 | Spousal IRA | Spousal IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 104 | Spousal Rollover IRA | Spousal Rollover IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 105 | Custodial IRA Contributory | Custodial IRA Contributory | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 106 | Inherited Roth IRA | Inherited Roth IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 107 | Qualified | Qualified, Retirement | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 108 | Non-Qualified | Non-Qualified, Non-IRA | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 109 | Retirement Plan Rollover | Retirement Plan Rollover | Acct | Account | 12/20/200909 9:14 AM | |||||||||
| RegTypeEntity | 11 | Transfer On Death - Joint Tenants with Rights of Survivorship | Transfer On Death - Joint Tenants with Rights of Survivorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 111 | 401(a) | 401(a) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 112 | Health Savings Account | Health Savings Account | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 113 | C Corporation | C Corporation | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 114 | Individual 529 Funded by UGMA/UTMA | Individual 529 Funded by UGMA/UTMA | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 115 | Participant 403(b) | Participant 403(b) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 116 | Participant 403(b)7 | Participant 403(b)7 | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 117 | Group 403(b) | Group 403(b) | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 118 | Group 403(b)7 | Group 403(b)7 | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 119 | S Corporation | S Corporation | Acct | Account | 11/13/201212 4:00 PM | |||||||||
| RegTypeEntity | 12 | Transfer On Death - Joint Tenants in Common | Transfer On Death - Joint Tenants in Common | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 120 | Disregarded Entity | Disregarded Entity | Acct | Account | 6/14/201313 12:00 AM | |||||||||
| RegTypeEntity | 121 | Participant IRA | Participant IRA | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegTypeEntity | 122 | Guardian IRA | Guardian IRA | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegTypeEntity | 123 | Employer IRA | Employer IRA | Acct | Account | 1/9/201414 12:05 PM | |||||||||
| RegTypeEntity | 124 | Individual Education | Education, 529, Coverdell, ESA Individual Account | Acct | Account | 1/9/201414 12:06 PM | |||||||||
| RegTypeEntity | 125 | Trust Education | Education, 529, Coverdell, ESA Trust Account | Acct | Account | 1/9/201414 12:06 PM | |||||||||
| RegTypeEntity | 126 | Rollover Education | Education, 529, Coverdell, ESA Rollover Account | Acct | Account | 1/9/201414 12:06 PM | |||||||||
| RegTypeEntity | 127 | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 128 | Limitied Liability Company C Corp | Limitied Liability Company C Corp | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 129 | Limitied Liability Company S Corp | Limitied Liability Company S Corp | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 13 | Transfer On Death - Joint Tenants in Entirety | Transfer On Death - Joint Tenants in Entirety | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 130 | Outside IRA | Outside IRA | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 131 | Church | Church | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 132 | 415(m) Plan | 415(m) Plan | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 133 | 403(b) ERISA | 403(b) ERISA - Title 1 | Acct | Account | 8/17/201616 12:55 PM | |||||||||
| RegTypeEntity | 134 | 403(b) NON - ERISA | 403(b) NON - ERISA | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 135 | 72(t) | 72(t) | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 136 | 72(q) | 72(q) | Acct | Account | 7/18/201414 3:53 PM | |||||||||
| RegTypeEntity | 137 | DPP | Direct Participation Program | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 138 | Variable Life | Variable Life | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 139 | Variable Annuity | Variable Annuity | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 14 | Transfer On Death - Joint Community Property | Transfer On Death - Joint Community Property | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 140 | Indexed Annuity | Indexed Annuity | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 141 | Fixed Annuity | Fixed Annuity | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 142 | Indexed Universal Life | Indexed Universal Life | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 143 | RMS | Retirement Management Services | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 144 | Margin | Margin | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 145 | Option | Option | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 146 | Brokerage Access | Brokerage Access | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 147 | Brokerage Portfolio | Brokerage Portfolio | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 148 | METrade | METrade | Acct | Account | 2/26/201515 12:00 AM | |||||||||
| RegTypeEntity | 149 | Trust - Foundation | Trust - Foundation | Acct | Account | 8/6/201515 5:30 PM | |||||||||
| RegTypeEntity | 15 | Transfer On Death - Joint Community Property with Rights of Survivorship | Transfer On Death - Joint Community Property with Rights of Survivorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 150 | Roth 457 | After-tax Roth 457 | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 151 | After-tax savings (non-qualified) | After-tax savings (non-qualified) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 152 | 457 Plan Roth | 457 Plan Roth | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 153 | Roth 403(b)(7) | Roth 403(b)(7) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 154 | Beneficiary 403(b)(7) | Beneficiary 403(b)(7) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 155 | Beneficiary Roth 403(b)(7) | Beneficiary Roth 403(b)(7) | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 156 | Beneficiary Texas ORP | Beneficiary Texas ORP | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 157 | Beneficiary 457 | Beneficiary 457 | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 158 | Beneficiary Roth 457 | Beneficiary Roth 457 | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 159 | Texas ORP | Texas ORP | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 16 | Transfer On Death - Joint Usufruct | Transfer On Death - Joint Usufruct | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 160 | Supplemental Pre-Tax for Texas ORP | Supplemental Pre-Tax for Texas ORP | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 161 | Investor SOLUTIONS | Investor SOLUTIONS | Acct | Account | 12/10/201515 6:09 PM | |||||||||
| RegTypeEntity | 162 | Education IRA | Education IRA | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 163 | Inherited Profit Sharing | Inherited Profit Sharing | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 164 | NQ Deferred Comp | Non-Qualified Deferred Compenation Plan | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 165 | Prototype SEP | Prototype SEP | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 166 | Qual Deferred Comp | Qualified Deferred Compensation Plan | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 167 | Beneficiary 403(b) | Beneficiary 403(b) | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 168 | Roth Guardian | Roth Guardian | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 169 | Roth Spousal | Roth Spousal | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 17 | Corporation | Corporation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 170 | Simple 401(k) | Simple 401(k) | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 171 | Target Benefit | Target Benefit Plan | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 172 | Trust Tenants in Common | Trust Tenants in Common | Acct | Account | 5/23/201616 11:31 AM | |||||||||
| RegTypeEntity | 173 | Omnibus | Omnibus | Acct | Account | 6/15/201616 1:02 PM | |||||||||
| RegTypeEntity | 174 | 401(a) Match Individual | 401(a) Match Individual | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 175 | 401(a) Match Institutional | 401(a) Match Institutional | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 176 | Multi-Part. 401(l)/Roth 401(k) | Multi-Part. 401(l)/Roth 401(k) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 177 | Multi-Part. Money Purchase | Multi-Part. Money Purchase | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 178 | Multi-Part. Money Purchase Individual | Multi-Part. Money Purchase Individual | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 179 | Multi-Part. Money Purchase Institutional | Multi-Part. Money Purchase Institutional | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 18 | Limited Liability Corporation | Limited Liability Corporation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 180 | Multi-Part. Profit Sharing | Multi-Part. Profit Sharing | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 181 | Multi-Part. Profit Sharing Individual | Multi-Part. Profit Sharing Individual | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 182 | Multi-Part. Profit Sharing Institutional | Multi-Part. Profit Sharing Institutional | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 183 | Non-Exempt Individual Account | Non-Exempt Individual Account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 184 | Non-Exempt Institutional Account | Non-Exempt Institutional Account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 185 | Non-Exempt Other | Non-Exempt Other | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 186 | Non-Exempt | Non-Exempt | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 187 | Non-Fiduciary Non Reportable | Non-Fiduciary Non Reportable | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 188 | Institutional Account | Institutional Account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 189 | Scholarship Provider | Scholarship Provider | Acct | Account | 11/2/201616 3:52 PM | |||||||||
| RegTypeEntity | 19 | Noncorporate (Unincorporated) Association | Noncorporate (Unincorporated) Association | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 190 | 529 ESA Transfer | 529 ESA Transfer | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 191 | 529 Irrevocable Trust (Entity-Owned 529 Plans) | 529 Irrevocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 192 | 529 Irrevocable Trust (Individual 529 Plans) | 529 Irrevocable Trust (Individual 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 193 | 529 Revocable Trust (Entity-Owned 529 Plans) | 529 Revocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 194 | 529 Revocable Trust (Individual 529 Plans) | 529 Revocable Trust (Individual 529 Plans) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 195 | 529 Scholarship Provider | 529 Scholarship Provider | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 196 | Company | Individual-owned company doing business as (DBA) | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 197 | Company (DBA) | Coogan blocked trust account | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 198 | Coogan | For profit organization that isn't a corporation | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 199 | For Profit Organization | For Profit Organization | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 2 | Joint | Joint | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 20 | Non-Prototype | Non-Prototype | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 200 | Governmental 457 Plan | Governmental 457 Plan | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 201 | LTD | Limited Company | Acct | Account | 8/17/201616 3:18 PM | |||||||||
| RegTypeEntity | 202 | Minor-Owned Roth IRA | Minor-Owned Roth IRA | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 203 | Minor-Owned SEP | Minor-Owned SEP | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 204 | Minor-Owned Simple IRA | Minor-Owned Simple IRA | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 205 | Minor-Owner IRA | Minor-Owner IRA | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 206 | Non-ERISA Beneficiary | Non-ERISA Beneficiary | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 207 | Other Custodial Retirement Plan | Other Custodial Retirement Plan | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 208 | Religious & Educationals Institutions | Religious & Educationals Institutions | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 209 | 529 Individual Testamentary/Under the Will | 529 Individual Testamentary/Under the Will | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 21 | Financial Organization | Financial Organization | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 210 | 529 Entity Testamentary/Under the Will | 529 Entity Testamentary/Under the Will | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 211 | Unions | Unions | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 212 | Final Pay Plan | Final Pay Plan | Acct | Account | 8/17/201616 12:57 PM | |||||||||
| RegTypeEntity | 213 | Owner-Only Profit Sharing | Owner-Only Profit Sharing | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 214 | Owner-Only Money Purchase | Owner-Only Money Purchase | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 215 | ERISA Plan Beneficiary | ERISA Plan Beneficiary | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 216 | Profit Sharing Individual | Profit Sharing Individual | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 217 | Profit Sharing Institutional | Profit Sharing Institutional | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 218 | Money Purchase Individual | Money Purchase Individual | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 219 | Money Purchase Institutional | Money Purchase Institutional | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 22 | Nonprofit (Exempt or Charitable) Organization | Nonprofit (Exempt or Charitable) Organization | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 220 | Large 401(k) | Large 401(k) with 100 or more employees | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 221 | Large 457 Plan | Large 457 Plan with 100 or more employees | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 222 | Large Non-Gov't 457 Plan | Large Non-Government 457 Plan with 100 or more employees | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 223 | NQ Deferred Comp Individual | Non-Qualified Deferred Comp Individual | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 224 | NQ Deferred Comp Institutional | Non-Qualified Deferred Comp Institutional | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 225 | 403(b) Custodial Account | 403(b) Custodial Account | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 226 | 403(b) Optional Retirement Plan (ORP) | 403(b) Optional Retirement Plan (ORP) | Acct | Account | 8/22/201616 5:22 PM | |||||||||
| RegTypeEntity | 227 | Inherited Guardian | Inherited Guardian | Acct | Account | 11/2/201616 3:52 PM | |||||||||
| RegTypeEntity | 228 | 403(b)(7) Non ERISA | 403(b)(7) Non ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegTypeEntity | 229 | Roth 403(b)(7) Non ERISA | Roth 403(b)(7) Non ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegTypeEntity | 23 | Sole Proprietorship | Sole Proprietorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 230 | 403(b)(7) ERISA | 403(b)(7) ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegTypeEntity | 231 | Roth 403(b)(7) ERISA | Roth 403(b)(7) ERISA | Acct | Account | 11/22/201616 9:56 AM | |||||||||
| RegTypeEntity | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account | 3/2/201717 2:06 PM | |||||||||
| RegTypeEntity | 233 | Statutory Trust | Statutory Trust | Acct | Account | 9/18/201818 1:54 PM | |||||||||
| RegTypeEntity | 234 | Roth IRA Rollover | Roth IRA Rollover | Acct | Account | 8/15/201919 9:10 AM | |||||||||
| RegTypeEntity | 235 | Business Trust | Business Trust - Individual owns at least 10% | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegTypeEntity | 236 | Irrevocable Trust - GRAT | Irrevocable Trust - GRAT - Grantor Retained Annuity Trust | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegTypeEntity | 237 | Irrevocable Trust - CRUT | Irrevocable Trust - CRUT - Charitable Remainder Trust | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegTypeEntity | 238 | Irrevocable Trust - CRAT | Irrevocable Trust - CRAT - Charitable Remainder Annuity Trust | Acct | Account | 8/15/201919 9:11 AM | |||||||||
| RegTypeEntity | 239 | LLC Exempt | Limited Liability Company Exempt | Acct | Account | 10/9/201919 1:11 PM | |||||||||
| RegTypeEntity | 24 | Partnership | Partnership | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 240 | LLC Sole Proprietorship | Limited Liability Company Sole Proprietorship | Acct | Account | 10/9/201919 1:11 PM | |||||||||
| RegTypeEntity | 241 | Foreign Corp | Foreign Corp | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| RegTypeEntity | 242 | Committee | Committee | Acct | Account | 7/22/202020 10:53 AM | |||||||||
| RegTypeEntity | 25 | Trust | Trust | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 26 | Trust under Agreement | Trust under Agreement | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 27 | Trust under Will | Trust under Will | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 28 | Trust - Family | Trust - Family | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 29 | Trust - Irrevocable | Trust - Irrevocable | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 3 | Joint Tenants with Rights of Survivorship | Joint Tenants with Rights of Survivorship (JTWROS) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 30 | Trust - Revocable | Trust - Revocable | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 31 | Trust - Living | Trust - Living | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 32 | Trust - Testamentary | Trust - Testamentary | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 33 | Estate | Estate | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 34 | Estate Executor | Estate Executor | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 35 | Estate Administrator | Estate Administrator | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 36 | Estate Personal Representative | Estate Personal Representative | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 37 | Government Entity | Government Entity | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 38 | Power of Attorney | Power of Attorney | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 39 | Investment Club | Investment Club | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 4 | Joint Tenants in Common | Joint Tenants in Common | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 40 | Conservatorship | Conservatorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 41 | Bank Collateral | Bank Collateral | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 42 | Cash on Delivery | Cash on Delivery | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 43 | Custodian for a Minor | Custodian for a Minor | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 44 | Custodial UGMA (Uniform Gift to Minors Act) | Custodial UGMA (Uniform Gift to Minors Act) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 45 | Custodial UTMA (Uniform Transfer to Minors Act) | Custodial UTMA (Uniform Transfer to Minors Act) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 46 | Guardianship | Guardianship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 47 | 529 Plan | 529 Plan | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 48 | College Savings / Coverdell | College Savings College Savings (Coverdell ESA) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 49 | IRA | IRA | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 5 | Joint Tenants in Entirety | Joint Tenants in Entirety | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 50 | IRA - Third Party | IRA - Third Party | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 51 | IRA Rollover | IRA Rollover | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 52 | IRA Roth | IRA Roth | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 53 | SEP | SEP IRA | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 54 | Simple IRA | Simple IRA (Employee) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 55 | Profit Sharing | Profit Sharing (PSP) | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 56 | Pension Plan | Pension Plan | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 57 | 401k | 401k | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 58 | 403b | 403b / TSA / Tax-Sheltered Annuity | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 59 | Defined Benefit Plan | Defined Benefit Plan | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegTypeEntity | 6 | Joint Community Property | Joint Community Property | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 60 | Keogh | Keogh / HR10 | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegTypeEntity | 61 | Money Purchase Plan (MPP) | Money Purchase Plan (MPP) | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegTypeEntity | 62 | Advisory / Wrap / Managed Account | Advisory / Wrap / Managed Account | Acct | Account | 8/12/200505 12:00 AM | |||||||||
| RegTypeEntity | 63 | Thrift Savings Plan | Thrift Savings Plan (TSP) | Acct | Account | 10/8/200505 12:00 AM | |||||||||
| RegTypeEntity | 64 | Limited Liability Partnership | Limited Liability Partnership (LLP) | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 65 | Beneficiary / Inherited | Beneficiary / Inherited | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 66 | IRA Roth Conversion | IRA Roth Conversion | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 67 | SARSEP | SARSEP IRA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 68 | SIMPLE IRA Employer | SIMPLE IRA Employer | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 69 | IRA Custodial Roth | Custodial Roth IRA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 7 | Joint Community Property with Rights of Survivorship | Joint Community Property with Rights of Survivorship | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 70 | Individual 401k | Individual 401k | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RegTypeEntity | 71 | Defined Contribution | Defined Contribution | Acct | Account | 6/16/200606 12:00 AM | |||||||||
| RegTypeEntity | 72 | IRA-BDA | IRA Beneficiary Distribution Account | Acct | Account | 7/28/200606 12:00 AM | |||||||||
| RegTypeEntity | 73 | Roth IRA-BDA | Roth IRA Beneficiary Distribution Account | Acct | Account | 7/28/200606 12:00 AM | |||||||||
| RegTypeEntity | 74 | Non-Prototype IRA | Non-Prototype IRA | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| RegTypeEntity | 75 | Non-Prototype Plan | Non-Prototype Plan | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| RegTypeEntity | 76 | Non-Prototype Trust | Non-Prototype Trust | Acct | Account | 8/2/200606 12:00 AM | |||||||||
| RegTypeEntity | 77 | ERISA / T1 | ERISA / T1 | Acct | Account | 8/25/200606 12:00 AM | |||||||||
| RegTypeEntity | 78 | 457 Deferred Comp | 457 Deferred Compensation | Acct | Account | 8/25/200606 12:00 AM | |||||||||
| RegTypeEntity | 79 | Roth 401(k) | Roth Individual 401(k) | Acct | Account | 8/25/200606 12:00 AM | |||||||||
| RegTypeEntity | 8 | Joint Usufruct | Joint Usufruct | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 80 | Estate Special Administrator | Estate Special Administrator | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 81 | Estate Temporary Administrator | Estate Temporary Administrator | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 82 | Estate Executrix | Estate Executrix | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 83 | Trust - Irrevocable Living | Trust - Irrevocable Living | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 84 | Trust - Charitable | Trust - Charitable | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 85 | Exempt Organization | Exempt Organization | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 86 | Nonpurpose Loan | Nonpurpose Loan | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| RegTypeEntity | 87 | Group 529 Plan | Group 529 Plan | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 88 | Nonprofit Corporation | Nonprofit Corporation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 89 | Charitable Donation | Charitable Donation | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 9 | Transfer On Death - Individual | Transfer On Death - Individual | Acct | Account | 6/9/200505 12:00 AM | |||||||||
| RegTypeEntity | 90 | 403b7 | 403(b)(7) | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegTypeEntity | 91 | 403b9 | 403(b)(9) | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegTypeEntity | 92 | Roth Individual 401(k) Conversion | Roth Individual 401(k) Conversion | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegTypeEntity | 93 | Roth Group 401(k) Conversion | Roth Group 401(k) Conversion | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegTypeEntity | 94 | Beneficiary QRP | Beneficiary QRP | Acct | Account | 7/20/200707 12:00 AM | |||||||||
| RegTypeEntity | 95 | Roth Group 401(k) | Roth Group 401(k) | Acct | Account | 11/23/200707 12:00 AM | |||||||||
| RegTypeEntity | 96 | Revocable Living Trust | Revocable Living Trust, Other Trust, Marital Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 97 | Other Revocable Trust | Other Revocable Trust, CRUT | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 98 | Business Trust | Business Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RegTypeEntity | 99 | Foreign Trust | Foreign Trust | Acct | Account | 12/18/200909 2:46 PM | |||||||||
| RetPlanERISA | 0 | Other | Other | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RetPlanERISA | 1 | ERISA | ERISA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RetPlanERISA | 2 | Non-ERISA | Non-ERISA | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RetPlanPrototype | 0 | Other | Other | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RetPlanPrototype | 1 | Non-Prototype | Non-Prototype | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RetPlanPrototype | 2 | Clearingfirm Prototype | Clearingfirm Prototype | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RetPlanPrototype | 3 | Product Company Prototype | Product Company Prototype | Acct | Account | 4/6/200606 12:00 AM | |||||||||
| RMDBeneType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| RMDBeneType | 1 | Beneficiary Inheriting Assets | Beneficiary Inheriting Assets | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| RMDBeneType | 2 | Successor Beneficiary Inheriting Assets | Successor Beneficiary Inheriting Assets | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| RothConversionType | 1 | Full Conversion | Full Conversion | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| RothConversionType | 2 | Partial Conversion | Partial Conversion | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| SchwabAcctType | 1 | Schwab One | Schwab One | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| SchwabAcctType | 2 | Schwab One with Margin | Schwab One with Margin | Acct | Account | 9/7/202323 3:03 PM | |||||||||
| SchwabPlanType | 1 | Schwab SEP-IRA | Schwab SEP-IRA | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| SchwabPlanType | 2 | Schwab Salary Deferral SEP-IRA | Schwab Salary Deferral SEP-IRA | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| SchwabPlanType | 3 | IRAS 5305-SEP | IRAS 5305-SEP | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| SendIAInfoCopies | 1 | Should | Should | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| SendIAInfoCopies | 2 | Should Not | Should Not | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| SIMPLEAdoptionType | 1 | This is the initial adoption of a SIMPLE IRA Plan by the Employer | This is the initial adoption of a SIMPLE IRA Plan by the Employer | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| SIMPLEAdoptionType | 2 | This is an amendment and restatement of an existing SIMPLE IRA Plan (a Prior Plan) | This is an amendment and restatement of an existing SIMPLE IRA Plan (a Prior Plan) | Acct | Account | 8/14/202323 3:13 PM | |||||||||
| Solicited | 1 | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| Solicited | No | No | No | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| Solicited | Yes | Yes | Yes | Acct | Account | 12/13/202222 10:49 AM | |||||||||
| SubReportType | 1 | I want a new subscription to the Report | I want a new subscription to the Report | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| SubReportType | 2 | I want to add to an existing Report subscription | I want to add to an existing Report subscription | Acct | Account | 8/9/202323 3:41 PM | |||||||||
| SweepAcctType | 0 | Other | Other | Acct | Account | 9/18/201818 1:57 PM | |||||||||
| SweepAcctType | 1 | FCASH | Fidelity mutual fund | Acct | Account | 9/18/201818 1:57 PM | |||||||||
| SweepAcctType | 2 | FDRXX | Fidelity mutual fund | Acct | Account | 9/18/201818 1:57 PM | |||||||||
| SweepAcctType | 3 | FXFXX | Fidelity mutual fund | Acct | Account | 9/18/201818 1:57 PM | |||||||||
| SweepAcctType | 4 | QFUPQ | Fidelity mutual fund | Acct | Account | 9/18/201818 1:57 PM | |||||||||
| SweepAcctType | 5 | QIWSQ | Fidelity mutual fund | Acct | Account | 9/18/201818 1:57 PM | |||||||||
| SweepAcctType | 6 | SPAXX | Fidelity mutual fund | Acct | Account | 12/5/201818 10:21 AM | |||||||||
| SweepAcctType | 7 | FZFXX | Fidelity mutual fund | Acct | Account | 7/22/202020 10:53 AM | |||||||||
| SweepAcctType | 8 | QFOSQ | Fidelity mutual fund | Acct | Account | 7/22/202020 10:53 AM | |||||||||
| TotalIRADistType | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TotalIRADistType | 1 | Cash and Securities | Cash and Securities | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TotalIRADistType | 2 | Cash Only | Cash Only | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TradeConfirms | 0 | Other | Other | Acct | Account | 8/3/201616 10:35 AM | |||||||||
| TradeConfirms | 1 | Electronic | Electronic Trade Confirmations | Acct | Account | 8/3/201616 10:35 AM | |||||||||
| TradeConfirms | 2 | Paper | Paper Trade Confirmations | Acct | Account | 8/3/201616 10:35 AM | |||||||||
| TradingAuth | 1 | Limited Trading Authorization | Limited Trading Authorization | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| TradingAuth | 2 | Full Trading Authorization | Full Trading Authorization | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| TradingAuth | Yes | Yes | Yes | Acct | Account | 2/15/202323 11:58 AM | |||||||||
| TradingDisbursementAuth | 1 | Yes | Yes | Acct | Account | 12/5/202222 3:58 PM | |||||||||
| TradingObj | 0 | Other | Other | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TradingObj | 1 | Covered Writing | Covered Writing | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TradingObj | 2 | Buying Protective Puts | Buying Protective Puts | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TradingObj | 3 | Buying Puts and Calls | Buying Puts and Calls | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TradingObj | 4 | Spread Trading | Spread Trading | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TradingObj | 5 | Uncovered Writing | Uncovered Writing | Acct | Account | 3/18/202020 12:06 PM | |||||||||
| TransferSoldBy | 0 | Other | Other | Acct | Account | 9/25/200606 12:00 AM | |||||||||
| TransferSoldBy | 1 | Myself | Myself | Acct | Account | 9/25/200606 12:00 AM | |||||||||
| TransferSoldBy | 2 | Advisor | Advisor | Acct | Account | 9/25/200606 12:00 AM | |||||||||
| TransferType | 1 | Cash | Cash | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| TransferType | 2 | Reinvest | Reinvest | Acct | Account | 5/12/202323 3:20 PM | |||||||||
| TrustCheckingActivity | 1 | Less than 15 times per month | Less than 15 times per month | Acct | Account | 1/8/202424 1:05 PM | |||||||||
| TrustCheckingActivity | 2 | 15 to 30 times per month | 15 to 30 times per month | Acct | Account | 1/8/202424 1:05 PM | |||||||||
| TrustCheckingActivity | 3 | 31 to 45 times per month | 31 to 45 times per month | Acct | Account | 1/8/202424 1:05 PM | |||||||||
| TrustCheckingActivity | 4 | More than 45 times per month | More than 45 times per month | Acct | Account | 1/8/202424 1:05 PM | |||||||||
| TrusteeRights | 0 | Other | Other | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| TrusteeRights | 1 | Independent | Trustees can act independently | Acct | Account | 10/11/200606 12:00 AM | |||||||||
| TrusteeRights | 2 | Joint | Trustees must work together on account | Acct | Account | 10/11/2006 | BenePerStirpes06 12:00 AM | ||||||||
| FundSrcBankInformation | 1Yes | Bank Information | YesBank Information | ClientAcct | Beneficiary InfoFundSource | 129/5/2022 | |||||||||
| BenePerStirpes | No | No | No | Client | Beneficiary Info | 12/13/2022 | |||||||||
| BenePerStirpes | Yes | Yes | Yes | Client | Beneficiary Info | 12/13/2022 | |||||||||
| BeneRelation | 0 | Other | Other | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 1 | Spouse | Spouse | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 10 | Friend | Friend | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 11 | Sibling | Sibling | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 12 | Grandchild | Grandchild | Client | Beneficiary Info | 8/27/2020 | |||||||||
| BeneRelation | 13 | Partner | Partner | Client | Beneficiary Info | 9/7/2023 | |||||||||
| BeneRelation | 2 | Non-Spouse | Non-Spouse | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 3 | Trust | Trust | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 4 | Entity | Entity | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 5 | Guardian of a Minor | Guardian of a Minor | Client | Beneficiary Info | 7/18/2014 | |||||||||
| BeneRelation | 6 | Estate | Estate | Client | Beneficiary Info | 7/18/2014 | |||||||||
| BeneRelation | 7 | Charity | Charity | Client | Beneficiary Info | 7/18/2014 | |||||||||
| BeneRelation | 8 | Child | Child | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 9 | Parent | Parent | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 0 | Other | Other | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 1 | Spouse | Spouse | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 10 | Friend | Friend | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 11 | Sibling | Sibling | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 12 | Grandchild | Grandchild | Client | Beneficiary Info | 8/27/2020 | |||||||||
| BeneRelation | 13 | Partner | Partner | Client | Beneficiary Info | 9/7/2023 | |||||||||
| BeneRelation | 2 | Non-Spouse | Non-Spouse | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 3 | Trust | Trust | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 4 | Entity | Entity | Client | Beneficiary Info | 11/12/2006 | |||||||||
| BeneRelation | 5 | Guardian of a Minor | Guardian of a Minor | Client | Beneficiary Info | 7/18/2014 | |||||||||
| BeneRelation | 6 | Estate | Estate | Client | Beneficiary Info | 7/18/2014 | |||||||||
| BeneRelation | 7 | Charity | Charity | Client | Beneficiary Info | 7/18/2014 | |||||||||
| BeneRelation | 8 | Child | Child | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneRelation | 9 | Parent | Parent | Client | Beneficiary Info | 3/18/2020 | |||||||||
| BeneType | 0 | Other | Other | Client | Beneficiary Info | 9/29/2013 | |||||||||
| BeneType | 1 | Primary | Primary | Client | Beneficiary Info | 9/29/2013 | |||||||||
| BeneType | 2 | Contingent | Contingent | Client | Beneficiary Info | 9/29/2013 | |||||||||
| BeneType | 0 | Other | Other | Client | Beneficiary Info | 9/29/2013 | |||||||||
| BeneType | 1 | Primary | Primary | Client | Beneficiary Info | 9/29/2013 | |||||||||
| BeneType | 2 | Contingent | Contingent | Client | Beneficiary Info | 9/29/2013 | |||||||||
| BD.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BD.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BD.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| BD.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| BD.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| BD.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Branch/Broker-Dealer | 12/5/2022 | |||||||||
| BR.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| BR.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| BR.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| BR.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| BR.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| BR.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Branch/Broker-Dealer | 12/5/2022 | |||||||||
| PBD.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer | 6/9/2005 | |||||||||
| PBD.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer | 3/27/2017 | |||||||||
| PBD.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| PBD.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| PBD.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer | 5/5/2016 | |||||||||
| PBD.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Branch/Broker-Dealer | 12/5/2022 | |||||||||
| AcctRole | 0 | Other | Other | Client | Client Personal Info | 7/20/2007 | |||||||||
| AcctRole | 1 | Primary Investor | Primary Investor / Primary Account Holder | Client | Client Personal Info | 7/20/2007 | |||||||||
| AcctRole | 2 | Primary & Joint Investors or Minor | Primary & Joint Investors or Minor / Primary and Joint Account Holders | Client | Client Personal Info | 7/20/2007 | |||||||||
| AcctRole | 3 | Joint Investor or Minor | Joint Investor or Minor / Joint Account Holder Or Minor | Client | Client Personal Info | 7/20/2007 | |||||||||
| AcctRole | 4 | Partner | Partner | Client | Client Personal Info | 11/6/2017 | |||||||||
| AcctRole | 5 | Executor | Executor | Client | Client Personal Info | 11/6/2017 | |||||||||
| AcctRole | 6 | POA | Power of Attorney | Client | Client Personal Info | 11/6/2017 | |||||||||
| AcctRole | 7 | Guardian | Guardian | Client | Client Personal Info | 11/6/2017 | |||||||||
| AdvisorControlledFund | No | No | No | Client | Client Personal Info | 8/9/2023 | |||||||||
| AdvisorControlledFund | Yes | Yes | Yes | Client | Client Personal Info | 8/9/2023 | |||||||||
| BenClassPerson | No | No | No | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenClassPerson | Yes | Yes | Yes | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenLivingNaturalPerson | No | No | No | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenLivingNaturalPerson | Yes | Yes | Yes | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenReceivingDistributions | No | No | No | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenReceivingDistributions | Yes | Yes | Yes | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenVestedInterest | No | No | No | Client | Client Personal Info | 8/14/2023 | |||||||||
| BenVestedInterest | Yes | Yes | Yes | Client | Client Personal Info | 8/14/2023 | |||||||||
| BP.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| 7/23 3:03 PM | |||||||||||||||
| FundSrcPersonalCheck | 1 | Personal Check | Personal Check | Acct | FundSource | 9/7/23 3:03 PM | |||||||||
| BondPremiumAmort | 0 | Other | Other | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| BondPremiumAmort | 1 | IRS Default (Yes) | IRS Default (Yes) | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| BondPremiumAmort | 2 | Alternative (No) | Alternative (No) | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| DVD.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/05 12:00 AM | |||||||||
| DVD.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| DVD.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| DVD.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/23 10:50 AM | |||||||||
| DVD.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| DVD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| DVD.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| DVD.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| DVD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/06 12:00 AM | |||||||||
| DVD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| DVD.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| DVD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| DVD.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| DVD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| DVD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| DVD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| DVD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| DVD.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/22 2:57 PM | |||||||||
| DVD.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| DVD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| DVD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| DVD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| DVD.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| DVD.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| EntityPaperworkSubmitted | No | No | No | Acct | Investment Profile | 11/28/23 12:30 PM | |||||||||
| EntityPaperworkSubmitted | Yes | Yes | Yes | Acct | Investment Profile | 11/28/23 12:30 PM | |||||||||
| MarketDiscountAccrual | 0 | Other | Other | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| MarketDiscountAccrual | 1 | IRS Default (Constant Yield) | IRS Default (Constant Yield) | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| MarketDiscountAccrual | 2 | Alternative (Ratable) | Alternative (Ratable) | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| MarketDiscountIncome | 0 | Other | Other | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| MarketDiscountIncome | 1 | IRS Default (No) | IRS Default (No) | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| MarketDiscountIncome | 2 | Alternative (Yes) | Alternative (Yes) | Acct | Investment Profile | 11/1/16 11:50 AM | |||||||||
| MFDVD.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/05 12:00 AM | |||||||||
| MFDVD.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| MFDVD.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| MFDVD.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/23 10:50 AM | |||||||||
| MFDVD.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| MFDVD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| MFDVD.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| MFDVD.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| MFDVD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/06 12:00 AM | |||||||||
| MFDVD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| MFDVD.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| MFDVD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| MFDVD.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| MFDVD.O.AddrType | 1 | Home | Home or Legal address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 2 | Mailing | Mailing address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 4 | Office | Office address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 6 | Employer | Employer's address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP05 12:00 AM | |||||||
| MFDVD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal InfoAcct | Investment Profile | 6/9/2005 | BP.AddrType05 12:00 AM | |||||||
| MFDVD.O.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| BP.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | |||||||||
| BP.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | |||||||||
| BP.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | |||||||||
| BP.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | |||||||||
| BP.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | |||||||||
| BP.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | |||||||||
| BP.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | |||||||||
| BP.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | |||||||||
| BP.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | |||||||||
| BusinessTrust | 1 | Business Trust | Business Trust | Client | Client Personal Info | 8/18/2023 | |||||||||
| BusScopeType | 0 | Other | Other | Client | Client Personal Info | 8/9/2023 | |||||||||
| BusScopeType | 1 | Commercial/operating business | Commercial/operating business | Client | Client Personal Info | 8/9/2023 | |||||||||
| BusScopeType | 2 | Financial Instituion | Financial Instituion | Client | Client Personal Info | 8/9/2023 | |||||||||
| BusScopeType | 3 | Personal Investment Company | Personal Investment Company | Client | Client Personal Info | 8/9/2023 | |||||||||
| CitizenshipType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 1 | US Citizen | US Citizen | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 2 | Resident Alien | Resident Alien | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 3 | Non-Resident Alien | Non-Resident Alien | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 4 | US Legal Entity | Corporation, Partnership, LLC, Trust | Client | Client Personal Info | 3/30/2006 | |||||||||
| CitizenshipType | 5 | Non-Resident US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/6/2015 | |||||||||
| CitizenshipType | 6 | Non-US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/3/2016 | |||||||||
| CitizenshipType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 1 | US Citizen | US Citizen | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 2 | Resident Alien | Resident Alien | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 3 | Non-Resident Alien | Non-Resident Alien | Client | Client Personal Info | 6/9/2005 | |||||||||
| CitizenshipType | 4 | US Legal Entity | Corporation, Partnership, LLC, Trust | Client | Client Personal Info | 3/30/2006 | |||||||||
| CitizenshipType | 5 | Non-Resident US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/6/2015 | |||||||||
| CitizenshipType | 6 | Non-US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/3/2016 | |||||||||
| ConsultBroker | 1 | Yes | Yes | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultBroker | No | No | No | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultBroker | Yes | Yes | Yes | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultFamily | 1 | Yes | Yes | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultFamily | No | No | No | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultFamily | Yes | Yes | Yes | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultSelf | 1 | Yes | Yes | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultSelf | No | No | No | Client | Client Personal Info | 12/5/2022 | |||||||||
| ConsultSelf | Yes | Yes | Yes | Client | Client Personal Info | 12/5/2022 | |||||||||
| DL.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| DL.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| DL.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| DL.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| DL.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| DL.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| DL.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| DL.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| DL.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| DL.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| DL.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| DL.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| DL.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| DL.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| DL.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| DL.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| DOBType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| DOBType | 1 | Date of Birth | Date of Birth | Client | Client Personal Info | 6/9/2005 | |||||||||
| DOBType | 2 | Trust Date | Trust Date | Client | Client Personal Info | 6/9/2005 | |||||||||
| DOBType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| DOBType | 1 | Date of Birth | Date of Birth | Client | Client Personal Info | 6/9/2005 | |||||||||
| DOBType | 2 | Trust Date | Trust Date | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 1 | Individual | Individual | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 2 | Entity | Entity | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 3 | Corporation | Corporation | Client | Client Personal Info | 4/5/2008 | |||||||||
| EntityType | 4 | Trust | Trust | Client | Client Personal Info | 4/5/2008 | |||||||||
| EntityType | 5 | Partnership | Partnership | Client | Client Personal Info | 4/5/2008 | |||||||||
| EntityType | 6 | S Corporation | S Corporation | Client | Client Personal Info | 12/5/2018 | |||||||||
| EntityType | 7 | Limited Liability Company (LLC) | LLC | Client | Client Personal Info | 12/5/2018 | |||||||||
| EntityType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 1 | Individual | Individual | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 2 | Entity | Entity | Client | Client Personal Info | 6/9/2005 | |||||||||
| EntityType | 3 | Corporation | Corporation | Client | Client Personal Info | 4/5/2008 | |||||||||
| EntityType | 4 | Trust | Trust | Client | Client Personal Info | 4/5/2008 | |||||||||
| EntityType | 5 | Partnership | Partnership | Client | Client Personal Info | 4/5/2008 | |||||||||
| EntityType | 6 | S Corporation | S Corporation | Client | Client Personal Info | 12/5/2018 | |||||||||
| EntityType | 7 | Limited Liability Company (LLC) | LLC | Client | Client Personal Info | 12/5/2018 | |||||||||
| FeeType | 0 | Other | Other | Client | Client Personal Info | 4/5/2016 | |||||||||
| FeeType | 1 | Commission | Commission | Client | Client Personal Info | 4/5/2016 | |||||||||
| FeeType | 2 | Fee | Fee | Client | Client Personal Info | 4/5/2016 | |||||||||
| FeeType | 3 | Direct Choice | Direct Choice program type | Client | Client Personal Info | 3/26/2019 | |||||||||
| FinancialInstitutionType | 0 | Other Financial Institution | Other Financial Institution | Client | Client Personal Info | 8/9/2023 | |||||||||
| FinancialInstitutionType | 1 | Bank | Bank | Client | Client Personal Info | 8/9/2023 | |||||||||
| FinancialInstitutionType | 2 | Securities Firm | Securities Firm | Client | Client Personal Info | 8/9/2023 | |||||||||
| FinancialInstitutionType | 3 | Insurance Company | Insurance Company | Client | Client Personal Info | 8/9/2023 | |||||||||
| FinancialInstitutionType | 4 | Mutual Fund/Hedge Fund | Mutual Fund/Hedge Fund | Client | Client Personal Info | 8/9/2023 | |||||||||
| FinancialInstitutionType | 5 | Money Exchange House | Money Exchange House | Client | Client Personal Info | 8/9/2023 | |||||||||
| FirmAuthAgent | No | No | No | Client | Client Personal Info | 8/9/2023 | |||||||||
| FirmAuthAgent | Yes | Yes | Yes | Client | Client Personal Info | 8/9/2023 | |||||||||
| Gender | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| Gender | 1 | Male | Male | Client | Client Personal Info | 6/9/2005 | |||||||||
| Gender | 2 | Female | Female | Client | Client Personal Info | 6/9/2005 | |||||||||
| Gender | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| Gender | 1 | Male | Male | Client | Client Personal Info | 6/9/2005 | |||||||||
| Gender | 2 | Female | Female | Client | Client Personal Info | 6/9/2005 | |||||||||
| Gender | 0 | Other | Other | Rep | Client Personal Info | 5/19/2020 | |||||||||
| Gender | 1 | Male | Male | Rep | Client Personal Info | 5/19/2020 | |||||||||
| Gender | 2 | Female | Female | Rep | Client Personal Info | 5/19/2020 | |||||||||
| GOV.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| GOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| GOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV2.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV2.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV2.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV2.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV2.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| GOV2.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV2.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV2.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| GOV2.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| GOV2.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV2.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| GOV2.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| GOV2.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| GOV2.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| GOV2.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| GrantorType | 1 | Individual | Individual | Client | Client Personal Info | 8/14/2023 | |||||||||
| GrantorType | 2 | Organization | Organization | Client | Client Personal Info | 8/14/2023 | |||||||||
| GrantorType | 3 | Trust | Trust | Client | Client Personal Info | 8/14/2023 | |||||||||
| HoldAssetsOtherFirm | No | No | No | Client | Client Personal Info | 8/9/2023 | |||||||||
| HoldAssetsOtherFirm | Yes | Yes | Yes | Client | Client Personal Info | 8/9/2023 | |||||||||
| IABenefitsOrg | No | No | No | Client | Client Personal Info | 8/9/2023 | |||||||||
| IABenefitsOrg | Yes | Yes | Yes | Client | Client Personal Info | 8/9/2023 | |||||||||
| IABusinessOperations | No | No | No | Client | Client Personal Info | 8/9/2023 | |||||||||
| IABusinessOperations | Yes | Yes | Yes | Client | Client Personal Info | 8/9/2023 | |||||||||
| IAEstablishment | No | No | No | Client | Client Personal Info | 8/9/2023 | |||||||||
| IAEstablishment | Yes | Yes | Yes | Client | Client Personal Info | 8/9/2023 | |||||||||
| ImmigrationStatus | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 1 | Permanent Resident | Permanent Resident | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 2 | Non-Permanent Resident | Non-Permanent Resident | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 3 | Non-Resident | Non-Resident | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 1 | Permanent Resident | Permanent Resident | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 2 | Non-Permanent Resident | Non-Permanent Resident | Client | Client Personal Info | 6/9/2005 | |||||||||
| ImmigrationStatus | 3 | Non-Resident | Non-Resident | Client | Client Personal Info | 6/9/2005 | |||||||||
| InvestmentClub | 1 | Check here if you are an investment club | Check here if you are an investment club | Client | Client Personal Info | 8/9/2023 | |||||||||
| IRSBackupWithhold | 1 | Subject to backup withholding | Subject to backup withholding | Client | Client Personal Info | 12/5/2022 | |||||||||
| L.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| L.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | |||||||||
| L.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | |||||||||
| L.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | |||||||||
| L.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | |||||||||
| L.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | |||||||||
| Married | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 1 | Single | Single | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 2 | Married | Married | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 3 | Divorced | Divorced | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 4 | Separated | Separated | Client | Client Personal Info | 8/12/2005 | |||||||||
| Married | 5 | Widowed | Widowed | Client | Client Personal Info | 8/12/2005 | |||||||||
| Married | 6 | Domestic Partner | Domestic Partner | Client | Client Personal Info | 12/8/2013 | |||||||||
| Married | 7 | Married Tax Single | Married, but withhold at single tax rate | Client | Client Personal Info | 7/18/2014 | |||||||||
| Married | 8 | Annulled | Marriage was annulled | Client | Client Personal Info | 11/6/2017 | |||||||||
| Married | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 1 | Single | Single | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 2 | Married | Married | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 3 | Divorced | Divorced | Client | Client Personal Info | 6/9/2005 | |||||||||
| Married | 4 | Separated | Separated | Client | Client Personal Info | 8/12/2005 | |||||||||
| Married | 5 | Widowed | Widowed | Client | Client Personal Info | 8/12/2005 | |||||||||
| Married | 6 | Domestic Partner | Domestic Partner | Client | Client Personal Info | 12/8/2013 | |||||||||
| Married | 7 | Married Tax Single | Married, but withhold at single tax rate | Client | Client Personal Info | 7/18/2014 | |||||||||
| Married | 8 | Annulled | Marriage was annulled | Client | Client Personal Info | 11/6/2017 | |||||||||
| NewClient | 0 | Other | Other | Client | Client Personal Info | 9/27/2006 | |||||||||
| NewClient | 1 | New | New Client | Client | Client Personal Info | 9/27/2006 | |||||||||
| NewClient | 2 | Existing | Existing Client | Client | Client Personal Info | 9/27/2006 | |||||||||
| NonGOV.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| NonGOV.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | |||||||||
| NonGOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/2017 | |||||||||
| NonGOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/2017 | |||||||||
| NonGOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/2017 | |||||||||
| NonGOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | |||||||||
| NonGOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | |||||||||
| NonGOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | |||||||||
| NonGOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/2005 | |||||||||
| NonGOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/2005 | |||||||||
| NonGOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/2006 | |||||||||
| NonGOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/2020 | |||||||||
| NonGOV.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/2020 | |||||||||
| NonGOV.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/2020 | |||||||||
| NonGOV.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/2020 | |||||||||
| NonGOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| NonGOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| NoOrgRegNum | 1 | No Organization Registration Number | No Organization Registration Number | Client | Client Personal Info | 8/9/2023 | |||||||||
| OrgPrimaryBus | 1 | Financial Instituion | Financial Instituion | Client | Client Personal Info | 8/9/2023 | |||||||||
| OrgPrimaryBus | 2 | Operating Entity | Operating Entity | Client | Client Personal Info | 8/9/2023 | |||||||||
| OrgPrimaryBus | 3 | Non-Operating Entity | Non-Operating Entity | Client | Client Personal Info | 8/9/2023 | |||||||||
| OrgPrimaryBus | 4 | Charitable Organization | Charitable Organization | Client | Client Personal Info | 8/9/2023 | |||||||||
| OrgPrimaryBus | 5 | Governmental Organization | Governmental Organization | Client | Client Personal Info | 8/9/2023 | |||||||||
| OrgPrimaryBus | 6 | Tribal Organization | Tribal Organization | Client | Client Personal Info | 8/9/2023 | |||||||||
| PO.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| PO.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | |||||||||
| PO.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | |||||||||
| PO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | |||||||||
| Prefix | 0 | Other | Other | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 1 | Mr. | Mister | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 2 | Mrs. | Misses | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 3 | Ms. | Mis | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 4 | Estate | Estate | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 5 | Trust | Trust | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 6 | Dr. | Doctor | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 7 | Miss | Miss | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 0 | Other | Other | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 1 | Mr. | Mister | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 2 | Mrs. | Misses | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 3 | Ms. | Mis | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 4 | Estate | Estate | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 5 | Trust | Trust | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 6 | Dr. | Doctor | Client | Client Personal Info | 11/13/2012 | |||||||||
| Prefix | 7 | Miss | Miss | Client | Client Personal Info | 11/13/2012 | |||||||||
| PrimaryEmailType | 0 | Other | Other | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryEmailType | 1 | Work | Business or Office | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryEmailType | 2 | Home | Home or Legal | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 0 | Other | Other | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 1 | Work | Business or Office | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 2 | Home | Home or Legal | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 3 | Mobile | Cell or Mobile | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 4 | Seasonal | Seasonal or Vacation | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 5 | Voicemail | Voicemail | Client | Client Personal Info | 4/26/2016 | |||||||||
| PrimaryPhoneType | 6 | Fax | Fax | Client | Client Personal Info | 4/26/2016 | |||||||||
| R.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/2005 | |||||||||
| R.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | |||||||||
| R.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | |||||||||
| R.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | |||||||||
| R.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | |||||||||
| R.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | |||||||||
| R.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | |||||||||
| R.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | |||||||||
| R.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | |||||||||
| R.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | |||||||||
| RelToClientType | 0 | Other | Other | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 1 | Owner | Owner | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 10 | Child | Child | Client | Client Personal Info | 9/7/2023 | |||||||||
| RelToClientType | 11 | Parent | Parent | Client | Client Personal Info | 9/7/2023 | |||||||||
| RelToClientType | 12 | Sibling | Sibling | Client | Client Personal Info | 9/7/2023 | |||||||||
| RelToClientType | 13 | Friend | Friend | Client | Client Personal Info | 9/7/2023 | |||||||||
| RelToClientType | 2 | Trustee | Trustee | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 3 | Annuitant | Annuitant | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 4 | Spouse | Spouse | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 5 | Non-Spouse | Non-Spouse | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 6 | Minor | Minor | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 7 | Custodian | Custodian | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 8 | Bank Owner | Bank Owner | Client | Client Personal Info | 7/18/2014 | |||||||||
| RelToClientType | 9 | Partner | Partner | Client | Client Personal Info | 9/7/2023 | |||||||||
| RelTypeAcct | Investment Profile | 3/27/17 10:04 AM | |||||||||||||
| MFDVD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| MFDVD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| MFDVD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| MFDVD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| MFDVD.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/22 2:57 PM | |||||||||
| MFDVD.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| MFDVD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| MFDVD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| MFDVD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| MFDVD.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MFDVD.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| MuniBondOfficialStatement | 1 | Yes | Yes | Acct | Investment Profile | 12/5/22 3:58 PM | |||||||||
| MuniBondOfficialStatement | No | No | No | Acct | Investment Profile | 12/5/22 3:58 PM | |||||||||
| MuniBondOfficialStatement | Yes | Yes | Yes | Acct | Investment Profile | 12/5/22 3:58 PM | |||||||||
| PER.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/05 12:00 AM | |||||||||
| PER.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| PER.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| PER.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/23 10:50 AM | |||||||||
| PER.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PER.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PER.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PER.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PER.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/06 12:00 AM | |||||||||
| PER.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PER.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| PER.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| PER.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PER.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PER.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PER.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PER.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PER.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/22 2:57 PM | |||||||||
| PER.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PER.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PER.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PER.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PER.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PER.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/05 12:00 AM | |||||||||
| PROCEED.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| PROCEED.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| PROCEED.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/23 10:50 AM | |||||||||
| PROCEED.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PROCEED.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PROCEED.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PROCEED.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PROCEED.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/06 12:00 AM | |||||||||
| PROCEED.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PROCEED.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| PROCEED.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| PROCEED.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PROCEED.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PROCEED.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PROCEED.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PROCEED.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PROCEED.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/22 2:57 PM | |||||||||
| PROCEED.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PROCEED.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PROCEED.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PROCEED.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PROCEED.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PROCEED.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/05 12:00 AM | |||||||||
| PURCH.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| PURCH.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| PURCH.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/23 10:50 AM | |||||||||
| PURCH.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PURCH.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PURCH.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PURCH.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| PURCH.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/06 12:00 AM | |||||||||
| PURCH.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| PURCH.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| PURCH.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| PURCH.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| PURCH.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| PURCH.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PURCH.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PURCH.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| PURCH.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/22 2:57 PM | |||||||||
| PURCH.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PURCH.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PURCH.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PURCH.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| PURCH.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| PURCH.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/05 12:00 AM | |||||||||
| WD.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| WD.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/22 10:49 AM | |||||||||
| WD.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/23 10:50 AM | |||||||||
| WD.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| WD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| WD.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| WD.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/23 10:53 AM | |||||||||
| WD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/06 12:00 AM | |||||||||
| WD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/06 12:00 AM | |||||||||
| WD.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| WD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/15 12:00 AM | |||||||||
| WD.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/05 12:00 AM | |||||||||
| WD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/17 10:04 AM | |||||||||
| WD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| WD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| WD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/16 8:17 PM | |||||||||
| WD.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/22 2:57 PM | |||||||||
| WD.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| WD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| WD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| WD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/16 1:02 PM | |||||||||
| WD.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| WD.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/20 12:06 PM | |||||||||
| M.AddrType | 0 | Other | Other | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 1 | Home | Home or Legal address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 2 | Mailing | Mailing address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 4 | Office | Office address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 5 | Birth Place | Place of birth address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 6 | Employer | Employer's address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 8 | Branch Address | Branch Address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Payout | 6/9/05 12:00 AM | |||||||||
| M.AddrUnitType | 0 | Other | Other | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 1 | Apartment | Apartment | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 10 | Key | Key | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 11 | Lobby | Lobby | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 12 | Lot | Lot | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 13 | Lower | Lower | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 14 | Office | Office | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 16 | Pier | Pier | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 17 | Rear | Rear | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 18 | Room | Room | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 19 | Side | Side | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 2 | Suite | Suite | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 20 | Slip | Slip | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 21 | Space | Space | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 22 | Stop | Stop | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 23 | Trailer | Trailer | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 24 | Upper | Upper | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 3 | Floor | Floor | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 4 | Unit | Unit | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 5 | Building | Building | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 6 | Department | Department | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 7 | Basement | Basement | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 8 | Front | Front | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 9 | Hanger | Hanger | Acct | Payout | 3/27/17 10:04 AM | |||||||||
| M.PhoneNumFormat | 0 | Other | Other | Acct | Payout | 5/5/16 8:17 PM | |||||||||
| M.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Payout | 5/5/16 8:17 PM | |||||||||
| M.PhoneNumFormat | 2 | International | International | Acct | Payout | 5/5/16 8:17 PM | |||||||||
| M.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Payout | 12/5/22 2:57 PM | |||||||||
| AuthSignOnBehalf | 1 | Yes | Yes | Client | Account | 12/13/22 10:49 AM | |||||||||
| AuthSignOnBehalf | No | No | No | Client | Account | 12/13/22 10:49 AM | |||||||||
| AuthSignOnBehalf | Yes | Yes | Yes | Client | Account | 12/13/22 10:49 AM | |||||||||
| ForeignTaxIDRequired | 1 | Yes | Yes | Client | Account | 12/13/22 10:49 AM | |||||||||
| ForeignTaxIDRequired | No | No | No | Client | Account | 12/13/22 10:49 AM | |||||||||
| ForeignTaxIDRequired | Yes | Yes | Yes | Client | Account | 12/13/22 10:49 AM | |||||||||
| NotifyType | 0 | Other | Other | Client | Account | 8/6/14 4:16 PM | |||||||||
| NotifyType | 1 | Statement | Statement | Client | Account | 8/6/14 4:16 PM | |||||||||
| NotifyType | 2 | Confirm | Confirm | Client | Account | 8/6/14 4:16 PM | |||||||||
| NotifyType | 3 | Proxy | Proxy | Client | Account | 8/6/14 4:16 PM | |||||||||
| BenePerStirpes | 1 | Yes | Yes | Client | Beneficiary Info | 12/5/22 3:58 PM | |||||||||
| BenePerStirpes | No | No | No | Client | Beneficiary Info | 12/13/22 10:49 AM | |||||||||
| BenePerStirpes | Yes | Yes | Yes | Client | Beneficiary Info | 12/13/22 10:49 AM | |||||||||
| BeneRelation | 0 | Other | Other | Client | Beneficiary Info | 11/12/06 12:00 AM | |||||||||
| BeneRelation | 1 | Spouse | Spouse | Client | Beneficiary Info | 11/12/06 12:00 AM | |||||||||
| BeneRelation | 10 | Friend | Friend | Client | Beneficiary Info | 3/18/20 12:06 PM | |||||||||
| BeneRelation | 11 | Sibling | Sibling | Client | Beneficiary Info | 3/18/20 12:06 PM | |||||||||
| BeneRelation | 12 | Grandchild | Grandchild | Client | Beneficiary Info | 8/27/20 9:54 AM | |||||||||
| BeneRelation | 13 | Partner | Partner | Client | Beneficiary Info | 9/7/23 3:03 PM | |||||||||
| BeneRelation | 2 | Non-Spouse | Non-Spouse | Client | Beneficiary Info | 11/12/06 12:00 AM | |||||||||
| BeneRelation | 3 | Trust | Trust | Client | Beneficiary Info | 11/12/06 12:00 AM | |||||||||
| BeneRelation | 4 | Entity | Entity | Client | Beneficiary Info | 11/12/06 12:00 AM | |||||||||
| BeneRelation | 5 | Guardian of a Minor | Guardian of a Minor | Client | Beneficiary Info | 7/18/14 3:43 PM | |||||||||
| BeneRelation | 6 | Estate | Estate | Client | Beneficiary Info | 7/18/14 3:43 PM | |||||||||
| BeneRelation | 7 | Charity | Charity | Client | Beneficiary Info | 7/18/14 3:43 PM | |||||||||
| BeneRelation | 8 | Child | Child | Client | Beneficiary Info | 3/18/20 12:06 PM | |||||||||
| BeneRelation | 9 | Parent | Parent | Client | Beneficiary Info | 3/18/20 12:06 PM | |||||||||
| BeneType | 0 | Other | Other | Client | Beneficiary Info | 9/29/13 2:00 PM | |||||||||
| BeneType | 1 | Primary | Primary | Client | Beneficiary Info | 9/29/13 2:00 PM | |||||||||
| BeneType | 2 | Contingent | Contingent | Client | Beneficiary Info | 9/29/13 2:00 PM | |||||||||
| AcctRole | 0 | Other | Other | Client | Client Personal Info | 7/20/07 12:00 AM | |||||||||
| AcctRole | 1 | Primary Investor | Primary Investor / Primary Account Holder | Client | Client Personal Info | 7/20/07 12:00 AM | |||||||||
| AcctRole | 2 | Primary & Joint Investors or Minor | Primary & Joint Investors or Minor / Primary and Joint Account Holders | Client | Client Personal Info | 7/20/07 12:00 AM | |||||||||
| AcctRole | 3 | Joint Investor or Minor | Joint Investor or Minor / Joint Account Holder Or Minor | Client | Client Personal Info | 7/20/07 12:00 AM | |||||||||
| AcctRole | 4 | Partner | Partner | Client | Client Personal Info | 11/6/17 10:40 AM | |||||||||
| AcctRole | 5 | Executor | Executor | Client | Client Personal Info | 11/6/17 10:40 AM | |||||||||
| AcctRole | 6 | POA | Power of Attorney | Client | Client Personal Info | 11/6/17 10:40 AM | |||||||||
| AcctRole | 7 | Guardian | Guardian | Client | Client Personal Info | 11/6/17 10:40 AM | |||||||||
| AdvisorControlledFund | No | No | No | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| AdvisorControlledFund | Yes | Yes | Yes | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| BenClassPerson | No | No | No | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenClassPerson | Yes | Yes | Yes | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenLivingNaturalPerson | No | No | No | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenLivingNaturalPerson | Yes | Yes | Yes | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenReceivingDistributions | No | No | No | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenReceivingDistributions | Yes | Yes | Yes | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenVestedInterest | No | No | No | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BenVestedInterest | Yes | Yes | Yes | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| BP.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| BP.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| BP.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 85/9/2023 | RelType5/16 8:17 PM | ||||||||
| BP.PhoneNumFormat | 1 | SpouseDomesticSpouse | Domestic | Client | Client Personal Info | 85/9/2023 | RelType5/16 8:17 PM | ||||||||
| BP.PhoneNumFormat | 2 | PartnerInternationalPartner | International | Client | Client Personal Info | 5/5/16 8/9/2023 | RelType | 3 | Child | Child:17 PM | |||||
| BP.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM | |||||||||
| BusinessTrust | 1 | Business Trust | Business Trust | Client | Client Personal Info | 8/9/2023 | RelType | 4 | Parent | Parent18/23 8:53 AM | |||||
| BusScopeType | 0 | Other | Other | Client | Client Personal Info | 8/9/2023 | RelType | 5 | Sibling | Sibling23 3:41 PM | |||||
| BusScopeType | 1 | Commercial/operating business | Commercial/operating business | Client | Client Personal Info | 8/9/2023 | RelType | 6 | Friend | Friend23 3:41 PM | |||||
| BusScopeType | 2 | Financial Instituion | Financial Instituion | Client | Client Personal Info | 8/9/2023 | RoleTypeAuthAgent | 1 | Account Stakeholder Role Authorized Agent | Account Stakeholder Role Authorized Agent23 3:41 PM | |||||
| BusScopeType | 3 | Personal Investment Company | Personal Investment Company | Client | Client Personal Info | 8/9/2023 | RoleTypeAuthAgentBenOwn | 1 | Account Stakeholder Role Authorized Agent/Beneficial Owner | Account Stakeholder Role Authorized Agent/Beneficial Owner23 3:41 PM | |||||
| CitizenshipType | 0 | Other | Other | Client | Client Personal Info | 86/9/2023 | RoleTypeAuthInd05 12:00 AM | ||||||||
| CitizenshipType | 1 | Account Stakeholder Role Authorized Individual | Account Stakeholder Role Authorized IndividualUS Citizen | US Citizen | Client | Client Personal Info | 86/9/2023 | RoleTypeBenOwn | 1 | Account Stakeholder Role Beneficial Owner | Account Stakeholder Role Beneficial Owner05 12:00 AM | ||||
| CitizenshipType | 2 | Resident Alien | Resident Alien | Client | Client Personal Info | 86/9/2023 | RoleTypeCtrlPerson | 1 | Account Stakeholder Role Control Person | Account Stakeholder Role Control Person05 12:00 AM | |||||
| CitizenshipType | 3 | Non-Resident Alien | Non-Resident Alien | Client | Client Personal Info | 86/9/2023 | RoleTypeDecGrant | 1 | Account Stakeholder Role Deceased Grantor | Account Stakeholder Role Deceased Grantor05 12:00 AM | |||||
| CitizenshipType | 4 | US Legal Entity | Corporation, Partnership, LLC, Trust | Client | Client Personal Info | 83/9/2023 | RoleTypeEntOwn | 1 | Account Stakeholder Role Entity Owner | Account Stakeholder Role Entity Owner30/06 12:00 AM | |||||
| CitizenshipType | 5 | Non-Resident US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/9/2023 | RoleTypeGrant | 1 | Account Stakeholder Role Grantor | Account Stakeholder Role Grantor6/15 5:30 PM | |||||
| CitizenshipType | 6 | Non-US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/9/2023 | RoleTypeIndAppoint3/16 10:35 AM | ||||||||
| ConsultBroker | 1 | Account Stakeholder Role Individual with Appoint/Remove Authority | Account Stakeholder Role Individual with Appoint/Remove AuthorityYes | Yes | Client | Client Personal Info | 812/9/2023 | RoleTypeIndRevoke | 1 | Account Stakeholder Role Individual with Revoke/Amend Authority | Account Stakeholder Role Individual with Revoke/Amend Authority5/22 3:58 PM | ||||
| ConsultBroker | No | No | No | Client | Client Personal Info | 812/9/2023 | S.AddrType | 0 | Other | Other5/22 3:58 PM | |||||
| ConsultBroker | Yes | Yes | Yes | Client | Client Personal Info | 612/9/2005 | S.AddrType5/22 3:58 PM | ||||||||
| ConsultFamily | 1 | Home | Home or Legal addressYes | Yes | Client | Client Personal Info | 612/9/2005 | S.AddrType | 2 | Mailing | Mailing address5/22 3:58 PM | ||||
| ConsultFamily | No | No | No | Client | Client Personal Info | 612/9/2005 | S.AddrType | 3 | Primary Residence | Address of primary residence5/22 3:58 PM | |||||
| ConsultFamily | Yes | Yes | Yes | Client | Client Personal Info | 612/9/2005 | S.AddrType | 4 | Office | Office address5/22 3:58 PM | |||||
| ConsultSelf | 1 | Yes | Yes | Client | Client Personal Info | 612/9/2005 | S.AddrType | 5 | Birth Place | Place of birth address5/22 3:58 PM | |||||
| ConsultSelf | No | No | No | Client | Client Personal Info | 612/9/2005 | S.AddrType | 6 | Employer | Employer's address5/22 3:58 PM | |||||
| ConsultSelf | Yes | Yes | Yes | Client | Client Personal Info | 612/9/2005 | S.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated5/22 3:58 PM | |||||
| DL.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | S.AddrType | 8 | Branch Address | Branch Address05 12:00 AM | |||||
| DL.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/2005 | S.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address05 12:00 AM | |||||
| DL.IDType | 10 | I94 | I94 | Client | Client Personal Info | 67/9/2005 | S.AddrUnitType | 0 | Other | Other26/17 8:34 AM | |||||
| DL.IDType | 11 | I797 | I797 | Client | Client Personal Info | 37/27/2017 | S.AddrUnitType | 1 | Apartment | Apartment26/17 8:34 AM | |||||
| DL.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 37/27/2017 | S.AddrUnitType | 10 | Key | Key26/17 8:34 AM | |||||
| DL.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 36/27/2017 | S.AddrUnitType | 11 | Lobby | Lobby9/05 12:00 AM | |||||
| DL.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 36/27/2017 | S.AddrUnitType | 12 | Lot | Lot9/05 12:00 AM | |||||
| DL.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 36/27/2017 | S.AddrUnitType | 13 | Lower | Lower9/05 12:00 AM | |||||
| DL.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 38/27/2017 | S.AddrUnitType | 14 | Office | Office5/05 12:00 AM | |||||
| DL.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 38/27/2017 | S.AddrUnitType | 15 | Penthouse | Penthouse5/05 12:00 AM | |||||
| DL.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType | 16 | Pier | Pier6/06 12:00 AM | |||||
| DL.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType | 17 | Rear | Rear8/16 6:32 PM | |||||
| DL.IDType | 9 | Visa | Visa | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType | 18 | Room | Room8/16 6:32 PM | |||||
| DL.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/27/2017 | S.AddrUnitType | 19 | Side | Side18/20 12:06 PM | |||||
| DL.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/27/2017 | S.AddrUnitType18/20 12:06 PM | ||||||||
| DL.IDVerified | 2 | SuiteRDCRSuite | Regulatory Data Corporation | Client | Client Personal Info | 3/27/2017 | S.AddrUnitType | 20 | Slip | Slip18/20 12:06 PM | |||||
| DL.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/27/2017 | S.AddrUnitType | 21 | Space | Space18/20 12:06 PM | |||||
| DL.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 34/27/2017 | |||||||||
| S.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | |||||||||
| S.AddrUnitType | 23 | Trailer | Trailer | 8/16 6:32 PM | |||||||||||
| DL.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType | 24 | Upper | Upper8/16 6:32 PM | |||||
| DL.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType8/16 6:32 PM | ||||||||
| DL.IDVerifyMethod | 3 | Floor | FloorChecked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType8/16 6:32 PM | |||||||
| DL.IDVerifyMethod | 4 | Unit | UnitObtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType8/16 6:32 PM | |||||||
| DL.IDVerifyMethod | 5 | Building | BuildingObtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType8/16 6:32 PM | |||||||
| DL.IDVerifyMethod | 6 | Department | DepartmentObtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType8/16 6:32 PM | |||||||
| DL.IDVerifyMethod | 7 | Basement | BasementUsed Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 34/27/2017 | S.AddrUnitType | 8 | Front | Front8/16 6:32 PM | ||||
| DOBType | 0 | Other | Other | Client | Client Personal Info | 36/27/2017 | S.AddrUnitType | 9 | Hanger | Hanger9/05 12:00 AM | |||||
| DOBType | 1 | Date of Birth | Date of Birth | Client | Client Personal Info | 36/27/2017 | S.PhoneNumFormat | 0 | Other | Other9/05 12:00 AM | |||||
| DOBType | 2 | Trust Date | Trust Date | Client | Client Personal Info | 56/5/2016 | S.PhoneNumFormat9/05 12:00 AM | ||||||||
| EnrollQuarterlyConfirmReport | 1 | Domestic | DomesticEnroll Quarterly Confirm Report | Enroll Quarterly Confirm Report | Client | Client Personal Info | 54/5/2016 | S.PhoneNumFormat | 2 | International | International10/24 8:21 AM | ||||
| EntityType | 0 | Other | Other | Client | Client Personal Info | 56/5/2016 | S.PrimaryAddress9/05 12:00 AM | ||||||||
| EntityType | 1 | Primary AddressIndividualPrimary Address | Individual | Client | Client Personal Info | 126/5/2022 | SameAddr | 1 | Same Address | Same Address9/05 12:00 AM | |||||
| EntityType | 2 | Entity | Entity | Client | Client Personal Info | 126/5/2022 | SameAddr | No | No | No9/05 12:00 AM | |||||
| EntityType | 3 | Corporation | Corporation | Client | Client Personal Info | 114/28/2023 | SameAddr | Yes | Yes | Yes5/08 12:00 AM | |||||
| EntityType | 4 | Trust | Trust | Client | Client Personal Info | 114/28/2023 | SameAddr | 1 | Same Address | Same Address5/08 12:00 AM | |||||
| EntityType | 5 | Partnership | Partnership | Client | Client Personal Info | 124/5/2022 | SameAddr | No | No | No08 12:00 AM | |||||
| EntityType | 6 | S Corporation | S Corporation | Client | Client Personal Info | 1112/28/2023 | SameAddr | Yes | Yes | Yes5/18 10:21 AM | |||||
| EntityType | 7 | Limited Liability Company (LLC) | LLC | Client | Client Personal Info | 1112/28/2023 | SameAddrEmp | 1 | Same Address as Employer | Same Address as Employer5/18 10:21 AM | |||||
| FeeType | 0 | Other | Other | Client | Client Personal Info | 124/5/2022 | SameAddrEmp | No | No | No16 7:26 PM | |||||
| FeeType | 1 | Commission | Commission | Client | Client Personal Info | 114/28/2023 | SameAddrEmp | Yes | Yes | Yes5/16 7:26 PM | |||||
| FeeType | 2 | Fee | Fee | Client | Client Personal Info | 114/28/2023 | SchwabAwareness | 1 | General reputation/news coverage | General reputation/news coverage5/16 7:26 PM | |||||
| FeeType | 3 | Direct Choice | Direct Choice program type | Client | Client Personal Info | 83/9/2023 | SchwabAwareness | 2 | Traditional media advertising (such as a U.S. financial magazine) | Traditional media advertising (such as a U.S. financial magazine)26/19 2:11 PM | |||||
| FinancialInstitutionType | 0 | Other Financial Institution | Other Financial Institution | Client | Client Personal Info | 8/9/2023 | SchwabAwareness | 3 | Referred by another individual | Referred by another individual23 3:41 PM | |||||
| FinancialInstitutionType | 1 | Bank | Bank | Client | Client Personal Info | 8/9/2023 | SchwabAwareness | 4 | Schwab Website | Schwab Website23 3:41 PM | |||||
| FinancialInstitutionType | 2 | Securities Firm | Securities Firm | Client | Client Personal Info | 8/9/2023 | SchwabAwareness | 5 | Schwab web advertisement | Schwab web advertisement23 3:41 PM | |||||
| FinancialInstitutionType | 3 | Insurance Company | Insurance Company | Client | Client Personal Info | 8/9/2023 | SecondaryPhoneType | 0 | Other | Other23 3:41 PM | |||||
| FinancialInstitutionType | 4 | Mutual Fund/Hedge Fund | Mutual Fund/Hedge Fund | Client | Client Personal Info | 48/26/2016 | SecondaryPhoneType | 1 | Work | Business or Office9/23 3:41 PM | |||||
| FinancialInstitutionType | 5 | Money Exchange House | Money Exchange House | Client | Client Personal Info | 48/26/2016 | SecondaryPhoneType | 2 | Home | Home or Legal9/23 3:41 PM | |||||
| FirmAuthAgent | No | No | No | Client | Client Personal Info | 48/26/2016 | SecondaryPhoneType | 3 | Mobile | Cell or Mobile9/23 3:41 PM | |||||
| FirmAuthAgent | Yes | Yes | Yes | Client | Client Personal Info | 48/26/2016 | SecondaryPhoneType | 4 | Seasonal | Seasonal or Vacation9/23 3:41 PM | |||||
| Gender | 0 | Other | Other | Client | Client Personal Info | 46/26/2016 | SecondaryPhoneType | 5 | Voicemail | Voicemail9/05 12:00 AM | |||||
| Gender | 1 | Male | Male | Client | Client Personal Info | 46/26/2016 | SecondaryPhoneType | 6 | Fax | Fax9/05 12:00 AM | |||||
| Gender | 2 | Female | Female | Client | Client Personal Info | 46/26/2016 | SendConfirm | 1 | Send Confirmations | Send Confirmations9/05 12:00 AM | |||||
| GOV.IDType | 0 | Other | Other | Client | Client Personal Info | 126/5/2022 | SendProxy9/05 12:00 AM | ||||||||
| GOV.IDType | 1 | Send ProxiesPassportSend Proxies | Passport | Client | Client Personal Info | 126/5/2022 | SendStatement | 1 | Send Statements | Send Statements9/05 12:00 AM | |||||
| GOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 127/5/2022 | SignAddr.AddrType | 0 | Other | Other26/17 8:34 AM | |||||
| GOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 67/9/2005 | SignAddr.AddrType | 1 | Home | Home or Legal address26/17 8:34 AM | |||||
| GOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 67/9/2005 | SignAddr.AddrType26/17 8:34 AM | ||||||||
| GOV.IDType | 2 | Mailing | Mailing addressDrivers License | Drivers License | Client | Client Personal Info | 6/9/2005 | SignAddr.AddrType05 12:00 AM | |||||||
| GOV.IDType | 3 | Primary Residence | Address of primary residenceIdentification Card | Identification Card | Client | Client Personal Info | 6/9/2005 | SignAddr.AddrType05 12:00 AM | |||||||
| GOV.IDType | 4 | Office | Office addressAlien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/2005 | SignAddr.AddrType05 12:00 AM | |||||||
| GOV.IDType | 5 | Birth Place | Place of birth addressEmployer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 68/9/2005 | SignAddr.AddrType5/05 12:00 AM | |||||||
| GOV.IDType | 6 | Employer | Employer's addressPassport without Visa | Passport without Visa | Client | Client Personal Info | 68/9/2005 | SignAddr.AddrType5/05 12:00 AM | |||||||
| GOV.IDType | 7 | Employer Incorporated Location | Employer's legal address where incorporatedNon-Documented | Non-documentary | Client | Client Personal Info | 4/6/9/2005 | SignAddr.AddrType06 12:00 AM | |||||||
| GOV.IDType | 8 | Branch Address | Branch AddressMilitary ID | Military ID | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType8/16 6:32 PM | |||||||
| GOV.IDType | 9 | Broker/Dealer Address | Broker/Dealer AddressVisa | Visa | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType8/16 6:32 PM | |||||||
| GOV.IDVerified | 0 | OtherOTHR | Other ID Vendor | Client | Client Personal Info | 63/9/2005 | SignAddr.AddrType18/20 12:06 PM | ||||||||
| GOV.IDVerified | 1 | Home | Home or Legal addressCDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 63/9/2005 | SignAddr.AddrType18/20 12:06 PM | |||||||
| GOV.IDVerified | 2 | Mailing | Mailing addressRDCR | Regulatory Data Corporation | Client | Client Personal Info | 63/9/2005 | SignAddr.AddrType18/20 12:06 PM | |||||||
| GOV.IDVerified | 3 | Primary Residence | Address of primary residenceINRV | Internal Review | Client | Client Personal Info | 63/9/2005 | SignAddr.AddrType | 4 | Office | Office address18/20 12:06 PM | ||||
| GOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType | 5 | Birth Place | Place of birth address8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType | 6 | Employer | Employer's address8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType | 8 | Branch Address | Branch Address8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 64/9/2005 | SignAddr.AddrUnitType | 0 | Other | Other8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 1 | Apartment | Apartment8/16 6:32 PM | |||||
| GOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 10 | Key | Key8/16 6:32 PM | |||||
| GOV2.IDType | 0 | Other | Other | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 11 | Lobby | Lobby9/05 12:00 AM | |||||
| GOV2.IDType | 1 | Passport | Passport | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 12 | Lot | Lot9/05 12:00 AM | |||||
| GOV2.IDType | 10 | I94 | I94 | Client | Client Personal Info | 37/27/2017 | SignAddr.AddrUnitType | 13 | Lower | Lower26/17 8:34 AM | |||||
| GOV2.IDType | 11 | I797 | I797 | Client | Client Personal Info | 37/27/2017 | SignAddr.AddrUnitType | 14 | Office | Office26/17 8:34 AM | |||||
| GOV2.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 37/27/2017 | SignAddr.AddrUnitType | 15 | Penthouse | Penthouse26/17 8:34 AM | |||||
| GOV2.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 16 | Pier | Pier9/05 12:00 AM | |||||
| GOV2.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 17 | Rear | Rear9/05 12:00 AM | |||||
| GOV2.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 18 | Room | Room9/05 12:00 AM | |||||
| GOV2.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 19 | Side | Side5/05 12:00 AM | |||||
| GOV2.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 2 | Suite | Suite5/05 12:00 AM | |||||
| GOV2.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 20 | Slip | Slip6/06 12:00 AM | |||||
| GOV2.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 21 | Space | Space8/16 6:32 PM | |||||
| GOV2.IDType | 9 | Visa | Visa | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 22 | Stop | Stop8/16 6:32 PM | |||||
| GOV2.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/27/2017 | SignAddr.AddrUnitType | 23 | Trailer | Trailer18/20 12:06 PM | |||||
| GOV2.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/27/2017 | SignAddr.AddrUnitType | 24 | Upper | Upper18/20 12:06 PM | |||||
| GOV2.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/27/2017 | SignAddr.AddrUnitType18/20 12:06 PM | ||||||||
| GOV2.IDVerified | 3 | FloorINRVFloor | Internal Review | Client | Client Personal Info | 3/27/2017 | SignAddr.AddrUnitType | 4 | Unit | Unit18/20 12:06 PM | |||||
| GOV2.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 5 | Building | Building8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 6 | Department | Department8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 7 | Basement | Basement8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 8 | Front | Front8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 9 | Hanger | Hanger8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 0 | Other | Other8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 1 | Apartment | Apartment8/16 6:32 PM | |||||
| GOV2.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 34/27/2017 | SignAddr.AddrUnitType | 10 | Key | Key8/16 6:32 PM | |||||
| GrantorType | 1 | Individual | Individual | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 11 | Lobby | Lobby14/23 3:13 PM | |||||
| GrantorType | 2 | Organization | Organization | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 12 | Lot | Lot14/23 3:13 PM | |||||
| GrantorType | 3 | Trust | Trust | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 13 | Lower | Lower14/23 3:13 PM | |||||
| HoldAssetsOtherFirm | No | No | No | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 14 | Office | Office9/23 3:41 PM | |||||
| HoldAssetsOtherFirm | Yes | Yes | Yes | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 15 | Penthouse | Penthouse9/23 3:41 PM | |||||
| IABenefitsOrg | No | No | No | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 16 | Pier | Pier9/23 3:41 PM | |||||
| IABenefitsOrg | Yes | Yes | Yes | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 17 | Rear | Rear9/23 3:41 PM | |||||
| IABusinessOperations | No | No | No | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 18 | Room | Room9/23 3:41 PM | |||||
| IABusinessOperations | Yes | Yes | Yes | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 19 | Side | Side9/23 3:41 PM | |||||
| IAEstablishment | No | No | No | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 2 | Suite | Suite9/23 3:41 PM | |||||
| IAEstablishment | Yes | Yes | Yes | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 20 | Slip | Slip9/23 3:41 PM | |||||
| ImmigrationStatus | 0 | Other | Other | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 21 | Space | Space9/05 12:00 AM | |||||
| ImmigrationStatus | 1 | Permanent Resident | Permanent Resident | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 22 | Stop | Stop9/05 12:00 AM | |||||
| ImmigrationStatus | 2 | Non-Permanent Resident | Non-Permanent Resident | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 23 | Trailer | Trailer9/05 12:00 AM | |||||
| ImmigrationStatus | 3 | Non-Resident | Non-Resident | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 24 | Upper | Upper9/05 12:00 AM | |||||
| InvestmentClub | 1 | Check here if you are an investment club | Check here if you are an investment club | Client | Client Personal Info | 38/27/2017 | SignAddr.AddrUnitType | 3 | Floor | Floor9/23 3:41 PM | |||||
| IRSBackupWithhold | 1 | Subject to backup withholding | Subject to backup withholding | Client | Client Personal Info | 312/27/2017 | SignAddr.AddrUnitType | 4 | Unit | Unit5/22 3:58 PM | |||||
| L.AddrType | 0 | Other | Other | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 5 | Building | Building9/05 12:00 AM | |||||
| L.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 6 | Department | Department9/05 12:00 AM | |||||
| L.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 7 | Basement | Basement9/05 12:00 AM | |||||
| L.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 8 | Front | Front9/05 12:00 AM | |||||
| L.AddrType | 4 | Office | Office address | Client | Client Personal Info | 36/27/2017 | SignAddr.AddrUnitType | 9 | Hanger | Hanger9/05 12:00 AM | |||||
| L.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 36/27/2017 | SignAddr.PhoneNumFormat | 0 | Other | Other9/05 12:00 AM | |||||
| L.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 56/5/2016 | SignAddr.PhoneNumFormat | 1 | Domestic | Domestic9/05 12:00 AM | |||||
| L.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 56/5/2016 | SignAddr.PhoneNumFormat | 2 | International | International9/05 12:00 AM | |||||
| L.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 56/5/2016 | SignAddr.PhoneNumFormat | 0 | Other | Other9/05 12:00 AM | |||||
| L.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 56/5/2016 | SignAddr.PhoneNumFormat | 1 | Domestic | Domestic9/05 12:00 AM | |||||
| L.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 53/5/2016 | SignAddr.PhoneNumFormat | 2 | International | International27/17 10:04 AM | |||||
| L.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 53/5/2016 | SignAddr.PrimaryAddress | 1 | Primary Address | Primary Address27/17 10:04 AM | |||||
| L.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 123/5/2022 | SignAddr.PrimaryAddress | 1 | Primary Address | Primary Address27/17 10:04 AM | |||||
| L.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 123/5/2022 | Smoker | 1 | Non-Smoker | Non-Smoker27/17 10:04 AM | |||||
| L.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 123/13/2022 | Smoker | 2 | Smoker | Smoker27/17 10:04 AM | |||||
| L.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 123/13/2022 | Smoker | No | No | No27/17 10:04 AM | |||||
| L.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 53/23/2023 | Smoker | Yes | Yes | Yes27/17 10:04 AM | |||||
| L.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 53/23/2023 | SSNType | 0 | Other | Other27/17 10:04 AM | |||||
| L.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 63/9/2005 | SSNType | 1 | Social Security Number | Social Security Number27/17 10:04 AM | |||||
| L.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 63/9/2005 | SSNType | 2 | Tax ID | Tax ID27/17 10:04 AM | |||||
| L.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 63/9/2005 | SSNType | 0 | Other | Other27/17 10:04 AM | |||||
| L.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 63/9/2005 | SSNType | 1 | Social Security Number | Social Security Number27/17 10:04 AM | |||||
| L.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 63/9/2005 | SSNType | 2 | Tax ID | Tax ID27/17 10:04 AM | |||||
| L.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 63/9/2005 | TitleTypeAssistantSecretary | 1 | Title or Capacity of Individual Assistant Secretary | Title or Capacity of Individual Assistant Secretary27/17 10:04 AM | |||||
| L.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 83/9/2023 | TitleTypeAssistantTreasurer | 1 | Title or Capacity of Individual Assistant Treasurer | Title or Capacity of Individual Assistant Treasurer27/17 10:04 AM | |||||
| L.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 83/9/2023 | TitleTypeCEO | 1 | Title or Capacity of Individual CEO | Title or Capacity of Individual CEO27/17 10:04 AM | |||||
| L.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 83/9/2023 | TitleTypeCFO | 1 | Title or Capacity of Individual CFO | Title or Capacity of Individual CFO27/17 10:04 AM | |||||
| L.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 83/9/2023 | TitleTypeChairman | 1 | Title or Capacity of Individual Chairman | Title or Capacity of Individual Chairman27/17 10:04 AM | |||||
| L.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 83/9/2023 | TitleTypeCOO | 1 | Title or Capacity of Individual COO | Title or Capacity of Individual COO27/17 10:04 AM | |||||
| L.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 83/9/2023 | TitleTypeManager | 1 | Title or Capacity of Individual Manager | Title or Capacity of Individual Manager27/17 10:04 AM | |||||
| L.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 83/9/2023 | TitleTypeMember | 1 | Title or Capacity of Individual Member | Title or Capacity of Individual Member27/17 10:04 AM | |||||
| L.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 83/9/2023 | TitleTypeOther | 1 | Title or Capacity of Individual Other | Title or Capacity of Individual Other27/17 10:04 AM | |||||
| L.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 83/9/2023 | TitleTypeOwner | 1 | Title or Capacity of Individual Owner | Title or Capacity of Individual Owner27/17 10:04 AM | |||||
| L.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 83/9/2023 | TitleTypePartner | 1 | Title or Capacity of Individual Partner | Title or Capacity of Individual Partner27/17 10:04 AM | |||||
| L.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 83/9/2023 | TitleTypePresident | 1 | Title or Capacity of Individual President | Title or Capacity of Individual President27/17 10:04 AM | |||||
| L.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 85/9/2023 | TitleTypeRepManager5/16 8:17 PM | ||||||||
| L.PhoneNumFormat | 1 | Title or Capacity of Individual Representative Manager | Title or Capacity of Individual Representative ManagerDomestic | Domestic | Client | Client Personal Info | 85/9/2023 | TitleTypeRepMember | 1 | Title or Capacity of Individual Representative Member | Title or Capacity of Individual Representative Member5/16 8:17 PM | ||||
| L.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 85/9/2023 | TitleTypeRepPartner5/16 8:17 PM | ||||||||
| L.PrimaryAddress | 1 | Title or Capacity of Individual Representative Partner | Title or Capacity of Individual Representative PartnerPrimary Address | Primary Address | Client | Client Personal Info | 812/9/2023 | TitleTypeSecretary | 1 | Title or Capacity of Individual Secretary | Title or Capacity of Individual Secretary5/22 2:57 PM | ||||
| Married | 0 | Other | Other | Client | Client Personal Info | 86/9/2023 | TitleTypeTreasurer05 12:00 AM | ||||||||
| Married | 1 | Title or Capacity of Individual Treasurer | Title or Capacity of Individual TreasurerSingle | Single | Client | Client Personal Info | 86/9/2023 | TitleTypeVicePresident | 1 | Title or Capacity of Individual Vice President | Title or Capacity of Individual Vice President05 12:00 AM | ||||
| Married | 2 | Married | Married | Client | Client Personal Info | 86/9/2023 | TribeGovernedTrust | 1 | This is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal laws | This is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal laws05 12:00 AM | |||||
| Married | 3 | Divorced | Divorced | Client | Client Personal Info | 86/14/2023 | TrustAmended | No | No | No9/05 12:00 AM | |||||
| Married | 4 | Separated | Separated | Client | Client Personal Info | 98/7/2023 | TrustAmended | Yes | Yes | Yes12/05 12:00 AM | |||||
| Married | 5 | Widowed | Widowed | Client | Client Personal Info | 98/7/2023 | TrustAmendRestated | No | No | No12/05 12:00 AM | |||||
| Married | 6 | Domestic Partner | Domestic Partner | Client | Client Personal Info | 12/8/14/2023 | TrustAmendRestated | Yes | Yes | Yes13 12:00 AM | |||||
| Married | 7 | Married Tax Single | Married, but withhold at single tax rate | Client | Client Personal Info | 87/18/14 /2023 | TrusteeAppointmentType | 1 | Financial Organization as Trustee | Financial Organization as Trustee3:55 PM | |||||
| Married | 8 | Annulled | Marriage was annulled | Client | Client Personal Info | 911/7/2023 | TrusteeAppointmentType | 2 | Individual Trustee(s) | Individual Trustee(s)6/17 10:40 AM | |||||
| NewClient | 0 | Other | Other | Client | Client Personal Info | 9/7/2023 | TrusteeAppointmentType | 3 | Not applicable. A Trustee is not required to be named for this Plan because the Plan is exempt from the trust requirements under ERISA section 403 | Not applicable. A Trustee is not required to be named for this Plan because the Plan is exempt from the trust requirements under ERISA section 40327/06 12:00 AM | |||||
| NewClient | 1 | New | New Client | Client | Client Personal Info | 9/7/2023 | TrusteeGrantorTrust | No | No | No27/06 12:00 AM | |||||
| NewClient | 2 | Existing | Existing Client | Client | Client Personal Info | 89/14/2023 | TrusteeGrantorTrust | Yes | Yes | Yes27/06 12:00 AM | |||||
| NonGOV.IDType | 0 | Other | Other | Client | Client Personal Info | 86/14/2023 | TrusteeType9/05 12:00 AM | ||||||||
| NonGOV.IDType | 1 | Individual TrusteePassportIndividual Trustee | Passport | Client | Client Personal Info | 86/14/2023 | TrusteeType | 2 | Entity Agent | Entity Agent9/05 12:00 AM | |||||
| NonGOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 87/14/2023 | TrusteeType | 3 | Directed Trustee | Directed Trustee26/17 8:34 AM | |||||
| NonGOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 97/7/2023 | TrusteeType | 4 | Discretionary Trustee | Discretionary Trustee26/17 8:34 AM | |||||
| NonGOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 97/7/2023 | TrustRestated | No | No | No26/17 8:34 AM | |||||
| NonGOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/7/2023 | TrustRestated | Yes | Yes | Yes05 12:00 AM | |||||
| NonGOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/7/2023 | TrustType | 1 | Revocable Trust | Revocable Trust05 12:00 AM | |||||
| NonGOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/7/2023 | TrustType | 2 | Irrevocable Trust | Irrevocable Trust05 12:00 AM | |||||
| NonGOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 98/7/2023 | TrustType | 3 | Testamentary Trust Created by Will or Probate | Testamentary Trust Created by Will or Probate5/05 12:00 AM | |||||
| NonGOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 98/7/2023 | Under10PercOrgOwnership | 1 | No Single Individual or Legal Entity/Trust owns >10% of this Organization | No Single Individual or Legal Entity/Trust owns >10% of this Organization5/05 12:00 AM | |||||
| NonGOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 94/7/2023 | USRegisteredBD | 1 | If the Organization is either a U.S. registered broker-dealer or a non-U.S. financial institution and if the assets in the Account are not customer assets, please check this box. | If the Organization is either a U.S. registered broker-dealer or a non-U.S. financial institution and if the assets in the Account are not customer assets, please check this box.6/06 12:00 AM | |||||
| NonGOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/9/2023 | Visa16 6:32 PM | ||||||||
| NonGOV.IDType | 09 | OtherVisaOther | Visa | Client | Client Personal Info | 64/9/2005 | Visa.IDType | 1 | Passport | Passport8/16 6:32 PM | |||||
| NonGOV.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 63/9/2005 | Visa.IDType | 10 | I94 | I9418/20 12:06 PM | |||||
| NonGOV.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 73/26/2017 | Visa.IDType | 11 | I797 | I79718/20 12:06 PM | |||||
| NonGOV.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 73/26/2017 | Visa.IDType | 12 | Advance Parole | Advance Parole18/20 12:06 PM | |||||
| NonGOV.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 73/26/2017 | Visa.IDType | 2 | Drivers License | Drivers License18/20 12:06 PM | |||||
| NonGOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 64/9/2005 | Visa.IDType | 3 | Identification Card | Identification Card8/16 6:32 PM | |||||
| NonGOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 64/9/2005 | Visa.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card)8/16 6:32 PM | |||||
| NonGOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 64/9/2005 | Visa.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD)8/16 6:32 PM | |||||
| NonGOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/5/2005 | Visa.IDType | 6 | Passport without Visa | Passport without Visa16 6:32 PM | |||||
| NonGOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/5/2005 | Visa.IDType | 7 | Non-Documented | Non-documentary16 6:32 PM | |||||
| NonGOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/16 6/2006 | Visa.IDType | 8 | Military ID | Military ID:32 PM | |||||
| NonGOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/2016 | Visa.IDType | 9 | Visa | Visa16 6:32 PM | |||||
| NonGOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | Visa.IDVerified | 0 | OTHR | Other ID Vendor16 6:32 PM | |||||
| NoOrgRegNum | 1 | No Organization Registration Number | No Organization Registration Number | Client | Client Personal Info | 38/18/2020 | Visa.IDVerified9/23 3:41 PM | ||||||||
| OptOutMeetingProxyNotifications | 1 | CDCR | Compliance Data Center Inc. ReportOpt Out Meeting Proxy Notifications | Opt Out Meeting Proxy Notifications | Client | Client Personal Info | 34/18/2020 | Visa.IDVerified | 2 | RDCR | Regulatory Data Corporation10/24 8:21 AM | ||||
| OrgPrimaryBus | 1 | Financial Instituion | Financial Instituion | Client | Client Personal Info | 38/18/2020 | Visa.IDVerified | 3 | INRV | Internal Review9/23 3:41 PM | |||||
| OrgPrimaryBus | 2 | Operating Entity | Operating Entity | Client | Client Personal Info | 38/18/2020 | Visa.IDVerifyMethod | 0 | Other | Other9/23 3:41 PM | |||||
| OrgPrimaryBus | 3 | Non-Operating Entity | Non-Operating Entity | Client | Client Personal Info | 48/8/2016 | Visa.IDVerifyMethod | 1 | Contacted Client | Contacted Client9/23 3:41 PM | |||||
| OrgPrimaryBus | 4 | Charitable Organization | Charitable Organization | Client | Client Personal Info | 4/8/2016 | |||||||||
| Visa.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/2016 | |||||||||
| Visa.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/2016 | |||||||||
| Visa.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | 8/9/23 3:41 PM | |||||||||||
| OrgPrimaryBus | 5 | Governmental Organization | Governmental Organization | Client | Client Personal Info | 4/8/2016 | |||||||||
| Visa.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/2016 | |||||||||
| Visa.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill8/9/23 3:41 PM | ||||||||||||
| OrgPrimaryBus | 6 | Tribal Organization | Tribal Organization | Client | Client Personal Info | 4/8/2016 | |||||||||
| Visa.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/2016 | |||||||||
| 8/9/23 3:41 PM | |||||||||||||||
| PO.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/2005 | VM05 12:00 AM | ||||||||
| PO.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/2017 | VM17 10:04 AM | ||||||||
| PO.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/2016 | VM16 8:17 PM | ||||||||
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/2016 | VM16 8:17 PM | ||||||||
| PO.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/2016 | VM16 8:17 PM | ||||||||
| PO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/2022 | AuthPartyType22 2:57 PM | ||||||||
| Prefix | 0 | Other | Other | Client | Employer/Education | 4/6/2018 | AuthPartyTypeClient Personal Info | 11/13/12 4:00 PM | |||||||
| Prefix | 1Trustee | Mr. | TrusteeMister | Client | Employer/Education | 4/6/2018 | AuthPartyTypeClient Personal Info | 11/13/12 4:00 PM | |||||||
| Prefix | 2 | Authorized Party | Authorized PartyMrs. | Misses | Client | Employer/Education | 4/6/2018 | AuthPartyTypeClient Personal Info | 11/13/12 4:00 PM | ||||||
| Prefix | 3Person | Ms. | PersonMis | Client | Employer/Education | 4/6/2018 | AuthPartyTypeClient Personal Info | 11/13/12 4:00 PM | |||||||
| Prefix | 4 | EntityEstateEntity | Estate | Client | Employer/Education | 4/6/2018 | |||||||||
| EIO.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/2005 | |||||||||
| EIO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/2005 | |||||||||
| EIOClient Personal Info | 11/13/12 4:00 PM | ||||||||||||||
| Prefix | 5 | Trust | Trust | Client | Client Personal Info | 11/13/12 4:00 PM | |||||||||
| Prefix | 6 | Dr. | Doctor | Client | Client Personal Info | 11/13/12 4:00 PM | |||||||||
| Prefix | 7 | Miss | Miss | Client | Client Personal Info | 11/13/12 4:00 PM | |||||||||
| PrimaryEmailType | 0 | Other | Other | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryEmailType | 1 | Work | Business or Office | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryEmailType | 2 | Home | Home or Legal | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 0 | Other | Other | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 1 | Work | Business or Office | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 2 | Home | Home or Legal | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 3 | Mobile | Cell or Mobile | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 4 | Seasonal | Seasonal or Vacation | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 5 | Voicemail | Voicemail | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| PrimaryPhoneType | 6 | Fax | Fax | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| ProspectusMailedFinOrg | 1 | Prospectus Mailed Financial Organization | Prospectus Mailed Financial Organization | Client | Client Personal Info | 4/10/24 8:21 AM | |||||||||
| R.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| R.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| R.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| R.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| R.AddrType | 4 | Office | Office address | ClientEmployer/Education | Client Personal Info | 6/9/2005 | EIO05 12:00 AM | ||||||||
| R.AddrType | 5 | Birth Place | Place of birth address | ClientEmployer/Education | Client Personal Info | 6/9/2005 | EIO05 12:00 AM | ||||||||
| R.AddrType | 6 | Employer | Employer's address | ClientEmployer/Education | Client Personal Info | 6/9/2005 | EIO05 12:00 AM | ||||||||
| R.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | ClientEmployer/Education | Client Personal Info | 6/9/2005 | EIO05 12:00 AM | ||||||||
| R.AddrType | 8 | Branch Address | Branch Address | ClientEmployer/Education | Client Personal Info | 6/9/2005 | EIO05 12:00 AM | ||||||||
| R.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | ClientEmployer/Education | Client Personal Info | 6/9/2005 | EIO05 12:00 AM | ||||||||
| R.AddrUnitType | 0 | Other | Other | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 1 | Apartment | Apartment | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 10 | Key | Key | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 11 | Lobby | Lobby | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 12 | Lot | Lot | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 13 | Lower | Lower | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 14 | Office | Office | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 15 | Penthouse | Penthouse | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 16 | Pier | Pier | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 17 | Rear | Rear | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 18 | Room | Room | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 19 | Side | Side | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 2 | Suite | Suite | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 20 | Slip | Slip | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 21 | Space | Space | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 22 | Stop | Stop | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 23 | Trailer | Trailer | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 24 | Upper | Upper | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 3 | Floor | Floor | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 4 | Unit | Unit | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 5 | Building | Building | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 6 | Department | Department | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 7 | Basement | Basement | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 8 | Front | Front | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO17 10:04 AM | ||||||||
| R.AddrUnitType | 9 | Hanger | Hanger | ClientEmployer/Education | Client Personal Info | 3/27/2017 | EIO.AddrUnitType17 10:04 AM | ||||||||
| R.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 3/27/2017 | EIO.AddrUnitTypeClient Personal Info | 5/5/16 8:17 PM | |||||||
| R.PhoneNumFormat | 1 | ApartmentDomesticApartment | Domestic | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/2017 | |||||||||
| EIO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/2016 | |||||||||
| EIO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/2016 | |||||||||
| EIO.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/2016 | |||||||||
| EIO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/2016 | |||||||||
| EIO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/2016 | |||||||||
| EIO.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/2016 | |||||||||
| EIO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/2022 | |||||||||
| EIO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/2022 | |||||||||
| EmpBusTypeOptions | 0 | Other | Other | Client | Employer/Education | 9/7/2023 | |||||||||
| EmpBusTypeOptions | 1 | Sole Proprietorship | Sole Proprietorship | Client | Employer/Education | 9/7/2023 | |||||||||
| EmpBusTypeOptions | 2 | Partnership | Partnership | Client | Employer/Education | 9/7/2023 | |||||||||
| EmpBusTypeOptions | 3 | C Corporation | C Corporation | Client | Employer/Education | 9/7/2023 | |||||||||
| EmpBusTypeOptions | 4 | S Corporation | S Corporation | Client | Employer/Education | 9/7/2023 | |||||||||
| EmpBusTypeOptions | 5 | LLC | LLC | Client | Employer/Education | 9/7/2023 | |||||||||
| EmployStatus | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 1 | Employed | Employed | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 2 | Self-Employed | Self-Employed | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 3 | Retired | Retired | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 4 | Unemployed | Unemployed | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 5 | Homemaker | Homemaker | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 6 | Student | Student | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 7 | Disabled | Disability Leave | Client | Employer/Education | 1/20/2020 | |||||||||
| EmployStatus | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 1 | Employed | Employed | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 2 | Self-Employed | Self-Employed | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 3 | Retired | Retired | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 4 | Unemployed | Unemployed | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 5 | Homemaker | Homemaker | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 6 | Student | Student | Client | Employer/Education | 6/9/2005 | |||||||||
| EmployStatus | 7 | Disabled | Disability Leave | Client | Employer/Education | 1/20/2020 | |||||||||
| EO.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/2005 | |||||||||
| EO.AddrUnitType | 0 | Other | Other | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 0 | Other | Other | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/2017 | |||||||||
| EO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/2016 | |||||||||
| EO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/2016 | |||||||||
| EO.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/2016 | |||||||||
| EO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/2016 | |||||||||
| EO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/2016 | |||||||||
| EO.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/2016 | |||||||||
| EO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/2022 | |||||||||
| EO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/2022 | |||||||||
| LegalCountryType | 0 | Other | Other | Client | Employer/Education | 3/18/2020 | |||||||||
| LegalCountryType | 1 | USA | USA | Client | Employer/Education | 3/18/2020 | |||||||||
| O.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/2005 | |||||||||
| O.AddrUnitType | 0 | Other | Other | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 0 | Other | Other | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/2017 | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/2017 | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/2016 | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/2022 | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/2022 | |||||||||
| OccupationType | 0 | Other | Other | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 1 | Business Owner/Self-Employed | Business Owner/Self-Employed | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 10 | Foreign Government Employee (Non-U.S.) | Foreign Government Employee (Non-U.S.) | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 11 | Military | Military | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 12 | Educator | Educator | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 13 | Clerical/Administrative Services | Clerical/Administrative Services | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 14 | Trade/Service Career (Labor/Manufacturing/Production) | Trade/Service Career (Labor/Manufacturing/Production) | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 15 | Sales/Marketing | Sales/Marketing | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 16 | Consultant | Consultant | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 2 | Executive/Senior Management | Executive/Senior Management | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 3 | Medical Professional | Medical Professional | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 4 | Legal Professional | Legal Professional | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 5 | Accounting Professional | Accounting Professional | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 6 | Financial Services/Banking Professional | Financial Services/Banking Professional | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 7 | Information Technology Professional | Information Technology Professional | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 8 | Other Professional | Other Professional | Client | Employer/Education | 3/18/2020 | |||||||||
| OccupationType | 9 | U.S. Government Employee (Federal/State/Local) | U.S. Government Employee (Federal/State/Local) | Client | Employer/Education | 3/18/2020 | |||||||||
| SignTitleTypeClient Personal Info | 5/5/16 8:17 PM | ||||||||||||||
| R.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| R.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM | |||||||||
| RelToClientType | 0 | Other | Other | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 1 | Owner | Owner | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 10 | Child | Child | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| RelToClientType | 11 | Parent | Parent | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| RelToClientType | 12 | Sibling | Sibling | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| RelToClientType | 13 | Friend | Friend | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| RelToClientType | 2 | Trustee | Trustee | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 3 | Annuitant | Annuitant | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 4 | Spouse | Spouse | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 5 | Non-Spouse | Non-Spouse | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 6 | Minor | Minor | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 7 | Custodian | Custodian | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 8 | Bank Owner | Bank Owner | Client | Client Personal Info | 7/18/14 3:47 PM | |||||||||
| RelToClientType | 9 | Partner | Partner | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| RelType | 0 | Other | Other | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RelType | 1 | Spouse | Spouse | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RelType | 2 | Partner | Partner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RelType | 3 | Child | Child | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RelType | 4 | Parent | Parent | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RelType | 5 | Sibling | Sibling | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RelType | 6 | Friend | Friend | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeAuthAgent | 1 | Account Stakeholder Role Authorized Agent | Account Stakeholder Role Authorized Agent | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeAuthAgentBenOwn | 1 | Account Stakeholder Role Authorized Agent/Beneficial Owner | Account Stakeholder Role Authorized Agent/Beneficial Owner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeAuthInd | 1 | Account Stakeholder Role Authorized Individual | Account Stakeholder Role Authorized Individual | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeBenOwn | 1 | Account Stakeholder Role Beneficial Owner | Account Stakeholder Role Beneficial Owner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeCtrlPerson | 1 | Account Stakeholder Role Control Person | Account Stakeholder Role Control Person | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeDecGrant | 1 | Account Stakeholder Role Deceased Grantor | Account Stakeholder Role Deceased Grantor | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeEntOwn | 1 | Account Stakeholder Role Entity Owner | Account Stakeholder Role Entity Owner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeGrant | 1 | Account Stakeholder Role Grantor | Account Stakeholder Role Grantor | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeIndAppoint | 1 | Account Stakeholder Role Individual with Appoint/Remove Authority | Account Stakeholder Role Individual with Appoint/Remove Authority | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| RoleTypeIndRevoke | 1 | Account Stakeholder Role Individual with Revoke/Amend Authority | Account Stakeholder Role Individual with Revoke/Amend Authority | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| S.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| S.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| S.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| S.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| S.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| S.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM | |||||||||
| SameAddr | 1 | Same Address | Same Address | Client | Client Personal Info | 12/5/22 3:58 PM | |||||||||
| SameAddr | No | No | No | Client | Client Personal Info | 11/28/23 12:30 PM | |||||||||
| SameAddr | Yes | Yes | Yes | Client | Client Personal Info | 11/28/23 12:30 PM | |||||||||
| SameAddrEmp | 1 | Same Address as Employer | Same Address as Employer | Client | Client Personal Info | 12/5/22 3:58 PM | |||||||||
| SameAddrEmp | No | No | No | Client | Client Personal Info | 11/28/23 12:30 PM | |||||||||
| SameAddrEmp | Yes | Yes | Yes | Client | Client Personal Info | 11/28/23 12:30 PM | |||||||||
| SchwabAwareness | 1 | General reputation/news coverage | General reputation/news coverage | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| SchwabAwareness | 2 | Traditional media advertising (such as a U.S. financial magazine) | Traditional media advertising (such as a U.S. financial magazine) | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| SchwabAwareness | 3 | Referred by another individual | Referred by another individual | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| SchwabAwareness | 4 | Schwab Website | Schwab Website | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| SchwabAwareness | 5 | Schwab web advertisement | Schwab web advertisement | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| SecondaryPhoneType | 0 | Other | Other | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SecondaryPhoneType | 1 | Work | Business or Office | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SecondaryPhoneType | 2 | Home | Home or Legal | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SecondaryPhoneType | 3 | Mobile | Cell or Mobile | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SecondaryPhoneType | 4 | Seasonal | Seasonal or Vacation | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SecondaryPhoneType | 5 | Voicemail | Voicemail | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SecondaryPhoneType | 6 | Fax | Fax | Client | Client Personal Info | 4/26/16 12:59 PM | |||||||||
| SendConfirm | 1 | Send Confirmations | Send Confirmations | Client | Client Personal Info | 12/5/22 3:58 PM | |||||||||
| SendProxy | 1 | Send Proxies | Send Proxies | Client | Client Personal Info | 12/5/22 3:58 PM | |||||||||
| SendStatement | 1 | Send Statements | Send Statements | Client | Client Personal Info | 12/5/22 3:58 PM | |||||||||
| SignAddr.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| SignAddr.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| SignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| SignAddr.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| SignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM | |||||||||
| Smoker | 1 | Non-Smoker | Non-Smoker | Client | Client Personal Info | 12/13/22 10:49 AM | |||||||||
| Smoker | 2 | Smoker | Smoker | Client | Client Personal Info | 12/13/22 10:49 AM | |||||||||
| Smoker | No | No | No | Client | Client Personal Info | 5/23/23 9:22 AM | |||||||||
| Smoker | Yes | Yes | Yes | Client | Client Personal Info | 5/23/23 9:22 AM | |||||||||
| SSNType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SSNType | 1 | Social Security Number | Social Security Number | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| SSNType | 2 | Tax ID | Tax ID | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| TitleTypeAssistantSecretary | 1 | Title or Capacity of Individual Assistant Secretary | Title or Capacity of Individual Assistant Secretary | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeAssistantTreasurer | 1 | Title or Capacity of Individual Assistant Treasurer | Title or Capacity of Individual Assistant Treasurer | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeCEO | 1 | Title or Capacity of Individual CEO | Title or Capacity of Individual CEO | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeCFO | 1 | Title or Capacity of Individual CFO | Title or Capacity of Individual CFO | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeChairman | 1 | Title or Capacity of Individual Chairman | Title or Capacity of Individual Chairman | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeCOO | 1 | Title or Capacity of Individual COO | Title or Capacity of Individual COO | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeManager | 1 | Title or Capacity of Individual Manager | Title or Capacity of Individual Manager | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeMember | 1 | Title or Capacity of Individual Member | Title or Capacity of Individual Member | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeOther | 1 | Title or Capacity of Individual Other | Title or Capacity of Individual Other | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeOwner | 1 | Title or Capacity of Individual Owner | Title or Capacity of Individual Owner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypePartner | 1 | Title or Capacity of Individual Partner | Title or Capacity of Individual Partner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypePresident | 1 | Title or Capacity of Individual President | Title or Capacity of Individual President | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeRepManager | 1 | Title or Capacity of Individual Representative Manager | Title or Capacity of Individual Representative Manager | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeRepMember | 1 | Title or Capacity of Individual Representative Member | Title or Capacity of Individual Representative Member | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeRepPartner | 1 | Title or Capacity of Individual Representative Partner | Title or Capacity of Individual Representative Partner | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeSecretary | 1 | Title or Capacity of Individual Secretary | Title or Capacity of Individual Secretary | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeTreasurer | 1 | Title or Capacity of Individual Treasurer | Title or Capacity of Individual Treasurer | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TitleTypeVicePresident | 1 | Title or Capacity of Individual Vice President | Title or Capacity of Individual Vice President | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| TribeGovernedTrust | 1 | This is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal laws | This is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal laws | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrustAmended | No | No | No | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustAmended | Yes | Yes | Yes | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustAmendRestated | No | No | No | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrustAmendRestated | Yes | Yes | Yes | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrusteeAppointmentType | 1 | Financial Organization as Trustee | Financial Organization as Trustee | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrusteeAppointmentType | 2 | Individual Trustee(s) | Individual Trustee(s) | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrusteeAppointmentType | 3 | Not applicable. A Trustee is not required to be named for this Plan because the Plan is exempt from the trust requirements under ERISA section 403 | Not applicable. A Trustee is not required to be named for this Plan because the Plan is exempt from the trust requirements under ERISA section 403 | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrusteeGrantorTrust | No | No | No | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrusteeGrantorTrust | Yes | Yes | Yes | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrusteeType | 1 | Individual Trustee | Individual Trustee | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrusteeType | 2 | Entity Agent | Entity Agent | Client | Client Personal Info | 8/14/23 3:13 PM | |||||||||
| TrusteeType | 3 | Directed Trustee | Directed Trustee | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrusteeType | 4 | Discretionary Trustee | Discretionary Trustee | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustRestated | No | No | No | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustRestated | Yes | Yes | Yes | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustType | 1 | Revocable Trust | Revocable Trust | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustType | 2 | Irrevocable Trust | Irrevocable Trust | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| TrustType | 3 | Testamentary Trust Created by Will or Probate | Testamentary Trust Created by Will or Probate | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| Under10PercOrgOwnership | 1 | No Single Individual or Legal Entity/Trust owns >10% of this Organization | No Single Individual or Legal Entity/Trust owns >10% of this Organization | Client | Client Personal Info | 9/7/23 3:03 PM | |||||||||
| USRegisteredBD | 1 | If the Organization is either a U.S. registered broker-dealer or a non-U.S. financial institution and if the assets in the Account are not customer assets, please check this box. | If the Organization is either a U.S. registered broker-dealer or a non-U.S. financial institution and if the assets in the Account are not customer assets, please check this box. | Client | Client Personal Info | 8/9/23 3:41 PM | |||||||||
| VM.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM | |||||||||
| VM.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM | |||||||||
| VM.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| VM.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| VM.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 PM | |||||||||
| VM.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM | |||||||||
| WithholdCompanyStockInfo | 1 | Withhold Company Stock Information | Withhold Company Stock Information | Client | Client Personal Info | 4/10/24 8:21 AM | |||||||||
| AuthPartyType | 0 | Other | Other | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| AuthPartyType | 1 | Trustee | Trustee | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| AuthPartyType | 2 | Authorized Party | Authorized Party | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| AuthPartyType | 3 | Person | Person | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| AuthPartyType | 4 | Entity | Entity | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| EIO.AddrType | 0 | Other | Other | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | ||||||||
| EIO.AddrType | 1 | Owner | OwnerHome | Home or Legal address | Client | Employer/Education | 4/6/2018 | SignTitleType | 10 | Executive Director | Executive Director | Client | Employer/ | Education9/7/2023 | SignTitleType05 12:00 AM |
| EIO.AddrType | 2 | PresidentMailingPresident | Mailing address | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | ||||||||
| EIO.AddrType | 3 | Partner | PartnerPrimary Residence | Address of primary residence | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | |||||||
| EIO.AddrType | 4 | VPOfficeVP | Office address | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | ||||||||
| EIO.AddrType | 5 | Secretary | SecretaryBirth Place | Place of birth address | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | |||||||
| EIO.AddrType | 6 | Treasurer | TreasurerEmployer | Employer's address | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | |||||||
| EIO.AddrType | 7 | Trustee | TrusteeEmployer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 46/6/2018 | SignTitleType9/05 12:00 AM | |||||||
| EIO.AddrType | 8 | Chairman of the Board | Chairman of the BoardBranch Address | Branch Address | Client | Employer/Education | 6/9/7/2023 | SignTitleType05 12:00 AM | |||||||
| EIO.AddrType | 9 | CEO | CEOBroker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/7/2023 | AcctType05 12:00 AM | |||||||
| EIO.AddrUnitType | 0 | Other | Other | FundSourceClientFundSource | Employer/Education | 63/9/2005 | AcctType27/17 10:04 AM | ||||||||
| EIO.AddrUnitType | 1 | CheckingApartmentChecking | Apartment | FundSourceClientFundSource | Employer/Education | 63/9/2005 | |||||||||
| AcctType | 2 | Savings | Savings | FundSource | FundSource | 6/9/2005 | |||||||||
| AcctType | 3 | NOW/MMDA | NOW/MMDA | FundSource | FundSource | 7/28/2006 | |||||||||
| AcctType | 4 | Corporate/Organization Checking Account | Corporate/Organization Checking Account | FundSource | FundSource | 12/13/2022 | |||||||||
| AcctType | 5 | Corporate/Organization Savings Account | Corporate/Organization Savings Account | FundSource | FundSource | 12/13/2022 | |||||||||
| AcctType | 0 | Other | Other | FundSource | FundSource | 6/9/2005 | |||||||||
| AcctType | 1 | Checking | Checking | FundSource | FundSource | 6/9/2005 | |||||||||
| AcctType | 2 | Savings | Savings | FundSource | FundSource | 6/9/2005 | |||||||||
| AcctType | 3 | NOW/MMDA | NOW/MMDA | FundSource | FundSource | 7/28/2006 | |||||||||
| AcctType | 4 | Corporate/Organization Checking Account | Corporate/Organization Checking Account | FundSource | FundSource | 12/13/2022 | |||||||||
| AcctType | 5 | Corporate/Organization Savings Account | Corporate/Organization Savings Account | FundSource | FundSource | 12/13/2022 | |||||||||
| BR.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/2005 | |||||||||
| BR.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/2017 | |||||||||
| BR.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/2017 | |||||||||
| 27/17 10:04 AM | |||||||||||||||
| EIO.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| EIO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/16 8:17 PM | |||||||||
| EIO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/16 8:17 PM | |||||||||
| EIO.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/16 8:17 PM | |||||||||
| EIO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/22 2:57 PM | |||||||||
| EmpBusTypeOptions | 0 | Other | Other | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| EmpBusTypeOptions | 1 | Sole Proprietorship | Sole Proprietorship | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| EmpBusTypeOptions | 2 | Partnership | Partnership | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| EmpBusTypeOptions | 3 | C Corporation | C Corporation | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| EmpBusTypeOptions | 4 | S Corporation | S Corporation | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| EmpBusTypeOptions | 5 | LLC | LLC | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| EmployStatus | 0 | Other | Other | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 1 | Employed | Employed | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 2 | Self-Employed | Self-Employed | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 3 | Retired | Retired | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 4 | Unemployed | Unemployed | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 5 | Homemaker | Homemaker | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 6 | Student | Student | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EmployStatus | 7 | Disabled | Disability Leave | Client | Employer/Education | 1/20/20 11:01 AM | |||||||||
| EO.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| EO.AddrUnitType | 0 | Other | Other | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 1 | Apartment | Apartment | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 10 | Key | Key | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 11 | Lobby | Lobby | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 12 | Lot | Lot | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 13 | Lower | Lower | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 14 | Office | Office | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 15 | Penthouse | Penthouse | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 16 | Pier | Pier | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 17 | Rear | Rear | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 18 | Room | Room | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 19 | Side | Side | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 2 | Suite | Suite | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 20 | Slip | Slip | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 21 | Space | Space | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 22 | Stop | Stop | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 23 | Trailer | Trailer | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 24 | Upper | Upper | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 3 | Floor | Floor | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 4 | Unit | Unit | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 5 | Building | Building | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 6 | Department | Department | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 7 | Basement | Basement | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 8 | Front | Front | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.AddrUnitType | 9 | Hanger | Hanger | FundSourceClientFundSource | Employer/Education | 3/27/2017 | BR17 10:04 AM | ||||||||
| EO.PhoneNumFormat | 0 | Other | Other | FundSourceClientFundSource | Employer/Education | 5/5/2016 | BR16 8:17 PM | ||||||||
| EO.PhoneNumFormat | 1 | Domestic | Domestic | FundSourceClientFundSource | Employer/Education | 5/5/2016 | BR16 8:17 PM | ||||||||
| EO.PhoneNumFormat | 2 | International | International | FundSourceClientFundSource | Employer/Education | 5/5/2016 | |||||||||
| BR.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/2016 | |||||||||
| BR.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/2016 | |||||||||
| BR.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/2016 | |||||||||
| BR.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/2022 | |||||||||
| BR.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/2022 | |||||||||
| CurrencyType | 0 | Other | Other | FundSource | FundSource | 3/18/2020 | |||||||||
| CurrencyType | 1 | US Dollars | US Dollars | FundSource | FundSource | 3/18/2020 | |||||||||
| FundSrcBankInformation | 1 | Bank Information | Bank Information | Acct | FundSource | 9/7/2023 | |||||||||
| FundSrcPersonalCheck | 1 | Personal Check | Personal Check | Acct | FundSource | 9/7/2023 | |||||||||
| H.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 16 8:17 PM | ||||||||||||||
| EO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/22 2:57 PM | |||||||||
| LegalCountryType | 0 | Other | Other | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| LegalCountryType | 1 | USA | USA | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| O.AddrType | 0 | Other | Other | Client | Employer/Education | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 2 | Mailing | Mailing address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 4 | Office | Office address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 6 | Employer | Employer's address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 8 | Branch Address | Branch Address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H05 12:00 AM | ||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSourceClientFundSource | Employer/Education | 6/9/2005 | H.AddrType05 12:00 AM | ||||||||
| O.AddrUnitType | 0 | Other | Other | FundSourceClientFundSource | Employer/Education | 63/9/2005 | H.AddrType27/17 10:04 AM | ||||||||
| O.AddrUnitType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/2005 | |||||||||
| H.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/2017 | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/2017 | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/2016 | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/2022 | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/2022 | |||||||||
| O.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/2005 | |||||||||
| O.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/2017 | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/2017 | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/2016 | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/2022 | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/2022 | |||||||||
| Prefix | 0 | Other | Other | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 1 | Mr. | Mister | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 2 | Mrs. | Misses | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 3 | Ms. | Mis | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 4 | Estate | Estate | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 5 | Trust | Trust | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 6 | Dr. | Doctor | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 7 | Miss | Miss | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 0 | Other | Other | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 1 | Mr. | Mister | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 2 | Mrs. | Misses | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 3 | Ms. | Mis | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 4 | Estate | Estate | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 5 | Trust | Trust | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 6 | Dr. | Doctor | FundSource | FundSource | 11/13/2012 | |||||||||
| Prefix | 7 | Miss | Miss | FundSource | FundSource | 11/13/2012 | |||||||||
| H.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| H.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| M.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| M.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| M.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| M.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| M.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| M.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| PH.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| PH.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| PH.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| PH.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| PH.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| PH.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| PH.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| PH.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| PH.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| PH.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| PH.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| PM.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 0 | Other | Other | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 4 | Office | Office address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/2005 | |||||||||
| PM.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/2017 | |||||||||
| PM.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/2017 | |||||||||
| PM.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| PM.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| PM.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| PM.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/2016 | |||||||||
| PM.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/2016 | |||||||||
| PM.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/2016 | |||||||||
| PM.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| PM.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/2022 | |||||||||
| BondPremiumAmort | 0 | Other | Other | Acct | Investment Profile | 11/1/2016 | |||||||||
| BondPremiumAmort | 1 | IRS Default (Yes) | IRS Default (Yes) | Acct | Investment Profile | 11/1/2016 | |||||||||
| BondPremiumAmort | 2 | Alternative (No) | Alternative (No) | Acct | Investment Profile | 11/1/2016 | |||||||||
| DVD.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/2005 | |||||||||
| DVD.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| DVD.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| DVD.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/2023 | |||||||||
| DVD.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| DVD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| DVD.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| DVD.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| DVD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/2006 | |||||||||
| DVD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/2006 | |||||||||
| DVD.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/2015 | |||||||||
| DVD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/2015 | |||||||||
| DVD.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| DVD.Apartment | Apartment | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||||
| O.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/17 10:04 AM | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/16 8:17 PM | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/16 8:17 PM | |||||||||
| O.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/16 8:17 PM | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Employer/Education | 12/5/22 2:57 PM | |||||||||
| OccupationType | 0 | Other | Other | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 1 | Business Owner/Self-Employed | Business Owner/Self-Employed | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 10 | Foreign Government Employee (Non-U.S.) | Foreign Government Employee (Non-U.S.) | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 11 | Military | Military | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 12 | Educator | Educator | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 13 | Clerical/Administrative Services | Clerical/Administrative Services | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 14 | Trade/Service Career (Labor/Manufacturing/Production) | Trade/Service Career (Labor/Manufacturing/Production) | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 15 | Sales/Marketing | Sales/Marketing | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 16 | Consultant | Consultant | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 2 | Executive/Senior Management | Executive/Senior Management | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 3 | Medical Professional | Medical Professional | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 4 | Legal Professional | Legal Professional | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 5 | Accounting Professional | Accounting Professional | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 6 | Financial Services/Banking Professional | Financial Services/Banking Professional | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 7 | Information Technology Professional | Information Technology Professional | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 8 | Other Professional | Other Professional | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| OccupationType | 9 | U.S. Government Employee (Federal/State/Local) | U.S. Government Employee (Federal/State/Local) | Client | Employer/Education | 3/18/20 12:06 PM | |||||||||
| SignTitleType | 0 | Other | Other | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 1 | Owner | Owner | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 10 | Executive Director | Executive Director | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| SignTitleType | 2 | President | President | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 3 | Partner | Partner | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 4 | VP | VP | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 5 | Secretary | Secretary | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 6 | Treasurer | Treasurer | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 7 | Trustee | Trustee | Client | Employer/Education | 4/6/18 8:51 AM | |||||||||
| SignTitleType | 8 | Chairman of the Board | Chairman of the Board | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| SignTitleType | 9 | CEO | CEO | Client | Employer/Education | 9/7/23 3:03 PM | |||||||||
| H.AddrType | 0 | Other | Other | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 4 | Office | Office address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| H.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/17 10:04 AM | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/16 8:17 PM | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/16 8:17 PM | |||||||||
| H.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/16 8:17 PM | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/22 2:57 PM | |||||||||
| M.AddrType | 0 | Other | Other | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 4 | Office | Office address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| M.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/17 10:04 AM | |||||||||
| M.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/16 8:17 PM | |||||||||
| M.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/16 8:17 PM | |||||||||
| M.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/16 8:17 PM | |||||||||
| M.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/22 2:57 PM | |||||||||
| PH.AddrType | 0 | Other | Other | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 4 | Office | Office address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PH.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/17 10:04 AM | |||||||||
| PH.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/16 8:17 PM | |||||||||
| PH.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/16 8:17 PM | |||||||||
| PH.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/16 8:17 PM | |||||||||
| PH.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/22 2:57 PM | |||||||||
| PM.AddrType | 0 | Other | Other | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 1 | Home | Home or Legal address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 2 | Mailing | Mailing address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 4 | Office | Office address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 5 | Birth Place | Place of birth address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 6 | Employer | Employer's address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 8 | Branch Address | Branch Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home | 6/9/05 12:00 AM | |||||||||
| PM.AddrUnitType | 0 | Other | Other | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 1 | Apartment | Apartment | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 10 | Key | Key | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 11 | Lobby | Lobby | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 12 | Lot | Lot | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 13 | Lower | Lower | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 14 | Office | Office | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 16 | Pier | Pier | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 17 | Rear | Rear | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 18 | Room | Room | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 19 | Side | Side | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 2 | Suite | Suite | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 20 | Slip | Slip | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 21 | Space | Space | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 22 | Stop | Stop | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 23 | Trailer | Trailer | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 24 | Upper | Upper | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 3 | Floor | Floor | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 4 | Unit | Unit | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 5 | Building | Building | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 6 | Department | Department | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 7 | Basement | Basement | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 8 | Front | Front | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.AddrUnitType | 9 | Hanger | Hanger | Client | Home | 3/27/17 10:04 AM | |||||||||
| PM.PhoneNumFormat | 0 | Other | Other | Client | Home | 5/5/16 8:17 PM | |||||||||
| PM.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home | 5/5/16 8:17 PM | |||||||||
| PM.PhoneNumFormat | 2 | International | International | Client | Home | 5/5/16 8:17 PM | |||||||||
| PM.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Home | 12/5/22 2:57 PM | |||||||||
| InvOwnedBonds | 1 | Bonds/bond funds | Bonds/bond funds | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| InvOwnedInternationalSecurities | 1 | International securities/funds | International securities/funds | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| InvOwnedMoneyMarket | 1 | Money market funds/cash investments | Money market funds/cash investments | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| InvOwnedStocks | 1 | Stocks/stock funds | Stocks/stock funds | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| PlanToWDMajorNeeds | 1 | Less than three years | Less than three years | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| PlanToWDMajorNeeds | 2 | Three to five years | Three to five years | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| PlanToWDMajorNeeds | 3 | Six to 10 years | Six to 10 years | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| PlanToWDMajorNeeds | 4 | 11 years or more | 11 years or more | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| VolatilityTolerance | 1 | Minimal | Minimal | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| VolatilityTolerance | 2 | Moderate | Moderate | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| VolatilityTolerance | 3 | Considerable | Considerable | Client | Investment Profile | 9/7/23 3:03 PM | |||||||||
| AccreditedInvestor | 1 | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| AccreditedInvestor | No | No | No | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| AccreditedInvestor | Yes | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| BDEmployee | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDEmployee | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDEmployee | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDOtherEmployee | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDOtherEmployee | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDOtherEmployee | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDOtherRelated | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDOtherRelated | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDOtherRelated | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDRelated | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDRelated | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| BDRelated | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| CashAvailable.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| DependentType | 0 | Other | Other | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DependentType | 1 | Spouse | Spouse | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DependentType | 2 | Child | Child | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DependentType | 3 | Parent | Parent | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DependentType | 4 | Grandparent | Grandparent | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DependentType | 5 | Grandchild | Grandchild | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DependentType | 6 | Sibling | Sibling | Client | Suitability | 4/6/16 6:16 PM | |||||||||
| DvdIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| EmployedBDAcct | 1 | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| EmployedBDAcct | No | No | No | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| EmployedBDAcct | Yes | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| EntityVerifyType | 0 | Other | Other | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 1 | Articles of Incorporation | Articles of Incorporation | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 10 | Trust Document | Trust Document | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 11 | Trustee Certificate of Investment Powers | Trustee Certificate of Investment Powers | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 2 | Partnership Agreement | Partnership Agreement | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 3 | Non-Corporate Resolution | Non-Corporate Resolution | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 4 | Corporate Resolution | Corporate Resolution | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 5 | Investment Club Agreement | Investment Club Agreement | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 6 | Company Retirement Plan Document | Company Retirement Plan Document | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 7 | Death Certificate | Death Certificate | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 8 | Court Appointment (cannot be older than 90 days) | Court Appointment (cannot be older than 90 days) | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| EntityVerifyType | 9 | Affidavit of Domicile | Affidavit of Domicile | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| ER.AddrType | 0 | Other | Other | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 1 | Home | Home or Legal address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 2 | Mailing | Mailing address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 3 | Primary Residence | Address of primary residence | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 4 | Office | Office address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 5 | Birth Place | Place of birth address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 6 | Employer | Employer's address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 8 | Branch Address | Branch Address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| ER.AddrUnitType | 0 | Other | Other | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 1 | Apartment | Apartment | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 10 | Key | Key | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 11 | Lobby | Lobby | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 12 | Lot | Lot | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 13 | Lower | Lower | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 14 | Office | Office | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 15 | Penthouse | Penthouse | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 16 | Pier | Pier | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 17 | Rear | Rear | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 18 | Room | Room | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 19 | Side | Side | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 2 | Suite | Suite | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 20 | Slip | Slip | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 21 | Space | Space | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 22 | Stop | Stop | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 23 | Trailer | Trailer | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 24 | Upper | Upper | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 3 | Floor | Floor | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 4 | Unit | Unit | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 5 | Building | Building | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 6 | Department | Department | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 7 | Basement | Basement | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 8 | Front | Front | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.AddrUnitType | 9 | Hanger | Hanger | Client | Suitability | 3/27/17 10:04 AM | |||||||||
| ER.PhoneNumFormat | 0 | Other | Other | Client | Suitability | 5/5/16 8:17 PM | |||||||||
| ER.PhoneNumFormat | 1 | Domestic | Domestic | Client | Suitability | 5/5/16 8:17 PM | |||||||||
| ER.PhoneNumFormat | 2 | International | International | Client | Suitability | 5/5/16 8:17 PM | |||||||||
| ER.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| ExchangeRelated | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| ExchangeRelated | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| ExchangeRelated | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| ExpAnnual.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| ExpSpecial.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| GovtOfficialJurisdiction | 0 | Other | Other | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialJurisdiction | 1 | City | City | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialJurisdiction | 2 | County | County | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialJurisdiction | 3 | State | State | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialJurisdiction | 4 | Federal | Federal | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialRelToClient | 0 | Other | Other | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialRelToClient | 1 | Self | Self | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialRelToClient | 2 | Spouse | Spouse | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialRelToClient | 3 | Parent | Parent | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialRelToClient | 4 | Sibling | Sibling | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| GovtOfficialRelToClient | 5 | Child | Child | Client | Suitability | 4/5/16 7:26 PM | |||||||||
| HouseholdIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| Income.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| InterestIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| InvAssets.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| InvestExperTypeAltInvest | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAltInvest | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAltInvest | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAltInvest | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAltInvest | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAnnuity | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAnnuity | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAnnuity | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAnnuity | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeAnnuity | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeBond | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeBond | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeBond | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeBond | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeBond | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCash | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCash | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCash | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCash | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCash | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCDs | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCDs | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCDs | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCDs | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCDs | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeCommodities | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeCommodities | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeCommodities | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeCommodities | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeCommodities | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeEmpPlan | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeEmpPlan | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeEmpPlan | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeEmpPlan | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeEmpPlan | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeETF | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeETF | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeETF | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeETF | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeETF | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFixedIncome | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFixedIncome | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFixedIncome | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFixedIncome | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFixedIncome | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignCurrency | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignCurrency | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignCurrency | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignCurrency | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignCurrency | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignSecurities | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignSecurities | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignSecurities | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignSecurities | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeForeignSecurities | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFuture | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFuture | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFuture | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFuture | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeFuture | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeInsurance | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeInsurance | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeInsurance | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeInsurance | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeInsurance | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeLLP | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeLLP | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeLLP | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeLLP | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeLLP | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeManagedAcct | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeManagedAcct | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeManagedAcct | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeManagedAcct | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeManagedAcct | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeMargin | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMargin | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMargin | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMargin | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMargin | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMetals | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMetals | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMetals | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMetals | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMetals | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMutualFund | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMutualFund | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMutualFund | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMutualFund | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeMutualFund | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOption | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOption | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOption | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOption | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOption | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOther | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOther | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOther | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOther | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeOther | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeRealEstate | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeRealEstate | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeRealEstate | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeRealEstate | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeRealEstate | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeREITs | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeREITs | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeREITs | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeREITs | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeREITs | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeSavings | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeSavings | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeSavings | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeSavings | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeSavings | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeShortTerm | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeShortTerm | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeShortTerm | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeShortTerm | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeShortTerm | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeStock | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeStock | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeStock | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeStock | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeStock | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeUIT | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeUIT | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeUIT | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeUIT | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeUIT | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeVariableAnnuity | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVariableAnnuity | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVariableAnnuity | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVariableAnnuity | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVariableAnnuity | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVariableContract | 0 | Other | Other | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeVariableContract | 1 | None | None | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeVariableContract | 2 | Limited | Limited | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeVariableContract | 3 | Moderate | Moderate | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeVariableContract | 4 | Extensive | Extensive | Client | Suitability | 8/6/14 4:16 PM | |||||||||
| InvestExperTypeVUL | 0 | Other | Other | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVUL | 1 | None | None | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVUL | 2 | Limited | Limited | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVUL | 3 | Moderate | Moderate | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperTypeVUL | 4 | Extensive | Extensive | Client | Suitability | 8/3/16 10:35 AM | |||||||||
| InvestExperVariableAnnuity | 0 | Other | Other | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| InvestExperVariableAnnuity | 1 | None | None | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| InvestExperVariableAnnuity | 2 | Limited | Limited | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| InvestExperVariableAnnuity | 3 | Moderate | Moderate | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| InvestExperVariableAnnuity | 4 | Extensive | Extensive | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| InvestKnowledge | 0 | Other | Other | Client | Suitability | 6/14/13 5:00 PM | |||||||||
| InvestKnowledge | 1 | None | None | Client | Suitability | 6/14/13 5:00 PM | |||||||||
| InvestKnowledge | 2 | Limited | Limited | Client | Suitability | 6/14/13 5:00 PM | |||||||||
| InvestKnowledge | 3 | Moderate | Moderate | Client | Suitability | 6/14/13 5:00 PM | |||||||||
| InvestKnowledge | 4 | Extensive | Extensive | Client | Suitability | 6/14/13 5:00 PM | |||||||||
| JointFinancials | 1 | Yes | Yes | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| JointFinancials | No | No | No | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| JointFinancials | Yes | Yes | Yes | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| LiquidAssets.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| LiquidityNeeds.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| MajorAge | 1 | Yes | Yes | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| MajorAge | No | No | No | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| MajorAge | Yes | Yes | Yes | Client | Suitability | 12/13/22 10:49 AM | |||||||||
| NetWorth.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| OtherBrokAccts | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| OtherBrokAccts | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| OtherBrokAccts | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PoliticalOfficial | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PoliticalOfficial | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PoliticalOfficial | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PortObj | 0 | Other | Other | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 1 | Income | Income | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 10 | Income - Conservative | Conservative/Low Risk Income | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 11 | Income - Moderate | Moderate/Medium Risk Income | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 12 | Income - Aggressive | Aggressive/High Risk Income | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 13 | Growth - Conservative | Conservative/Low Risk Growth | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 14 | Growth - Moderate | Moderate/Medium Risk Growth | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 15 | Growth - Aggressive | Aggressive/High Risk Growth | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 16 | Total Return - Conservative | Conservative/Low Risk Total Return | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 17 | Total Return - Moderate | Moderate/Medium Risk Total Return | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 18 | Total Return - Aggressive | Aggressive/High Risk Total Return | Client | Suitability | 9/23/05 12:00 AM | |||||||||
| PortObj | 19 | Growth & Income - Conservative | Growth & Income - Conservative | Client | Suitability | 7/18/14 3:57 PM | |||||||||
| PortObj | 2 | Long-Term Growth | Long-Term Growth | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 20 | Growth & Income - Moderate | Growth & Income - Moderate | Client | Suitability | 7/18/14 3:57 PM | |||||||||
| PortObj | 21 | Growth & Income - Aggressive | Growth & Income - Aggressive | Client | Suitability | 7/18/14 3:57 PM | |||||||||
| PortObj | 3 | Short-Term Growth | Short-Term Growth | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 4 | Capital Preservation | Capital Preservation | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 5 | Capital Appreciation | Capital Appreciation | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 6 | Trading Profits | Trading Profits | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 7 | Speculation | Speculation | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortObj | 8 | Tax Advantaged | Tax Advantaged | Client | Suitability | 8/12/05 12:00 AM | |||||||||
| PortObj | 9 | Growth & Income | Growth & Income | Client | Suitability | 8/12/05 12:00 AM | |||||||||
| PortTimeHoriz | 0 | Other | Other | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortTimeHoriz | 1 | Short-Term | Short-Term | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortTimeHoriz | 2 | Intermediate-Term | Intermediate-Term | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortTimeHoriz | 3 | Long-Term | Long-Term | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortTimeHoriz | 4 | Combination | Combination | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| PortTimeHoriz | 5 | Near Term | Near Term | Client | Suitability | 7/18/14 3:49 PM | |||||||||
| PortTimeHoriz | 6 | Very Short | Very Short | Client | Suitability | 7/18/14 3:49 PM | |||||||||
| PublicCo | 1 | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PublicCo | No | No | No | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PublicCo | Yes | Yes | Yes | Client | Suitability | 12/5/22 3:58 PM | |||||||||
| PublicCoMember | 1 | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| PublicCoMember | No | No | No | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| PublicCoMember | Yes | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| RealEstateAssets.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| RiskTolerance | 0 | Other | Other | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| RiskTolerance | 1 | Low / Conservative | Low / Conservative | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| RiskTolerance | 2 | Medium / Moderate | Medium / Moderate | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| RiskTolerance | 3 | High / Aggressive | High / Aggressive | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| RiskTolerance | 4 | Speculation | Speculation | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| RiskTolerance | 5 | Moderate / Aggressive | Medium-High | Client | Suitability | 6/9/05 12:00 AM | |||||||||
| RiskTolerance | 6 | Conservative / Moderate | Conservative / Moderate | Client | Suitability | 5/7/06 12:00 AM | |||||||||
| RiskTolerance | 7 | Capital Preservation | Capital Preservation | Client | Suitability | 5/23/24 11:00 AM | |||||||||
| RiskTolerance | 8 | Growth | Growth | Client | Suitability | 5/23/24 11:00 AM | |||||||||
| UnearnedIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/22 2:57 PM | |||||||||
| USRegBD | 1 | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegBD | No | No | No | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegBD | Yes | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegIA | 1 | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegIA | No | No | No | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegIA | Yes | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegIC | 1 | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegIC | No | No | No | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| USRegIC | Yes | Yes | Yes | Client | Suitability | 12/20/23 2:06 PM | |||||||||
| WealthSourceCapitalGains | 1 | Wealth Source Capital Gains | Wealth Source Capital Gains | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceDispositionAssets | 1 | Wealth Source Disposition of Assets | Wealth Source Disposition of Assets | Client | Suitability | 8/16/23 11:02 AM | |||||||||
| WealthSourceFamilyInheritance | 1 | Wealth Source Family, Relatives, Inheritance | Wealth Source Family, Relatives, Inheritance | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceGambling | 1 | Wealth Source Gambling | Wealth Source Gambling | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceGifts | 1 | Wealth Source Gifts | Wealth Source Gifts | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceInvention | 1 | Wealth Source Invention, Patent | Wealth Source Invention, Patent | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceInvestorAssetsContribution | 1 | Wealth Source Investor Assets Contribution | Wealth Source Investor Assets Contribution | Client | Suitability | 8/16/23 11:02 AM | |||||||||
| WealthSourceLitigationAward | 1 | Wealth Source Litigation Award | Wealth Source Litigation Award | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceLottery | 1 | Wealth Source Lottery | Wealth Source Lottery | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceOrgIncome | 1 | Wealth Source Organization Income | Wealth Source Organization Income | Client | Suitability | 8/16/23 11:02 AM | |||||||||
| WealthSourceOrgOffering | 1 | Wealth Source Organization Offering | Wealth Source Organization Offering | Client | Suitability | 8/16/23 11:02 AM | |||||||||
| WealthSourcePrivatePlacement | 1 | Wealth Source Private Placement | Wealth Source Private Placement | Client | Suitability | 8/16/23 11:02 AM | |||||||||
| WealthSourceSalary | 1 | Wealth Source Salary, Wages, Savings | Wealth Source Salary, Wages, Savings | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceSale | 1 | Wealth Source Sale of Property or Business | Wealth Source Sale of Property or Business | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| WealthSourceSaleProperty | 1 | Wealth Source Sale of Property | Wealth Source Sale of Property | Client | Suitability | 8/16/23 11:02 AM | |||||||||
| WealthSourceSSBenefits | 1 | Wealth Source Social Security Benefits | Wealth Source Social Security Benefits | Client | Suitability | 8/16/23 9:53 AM | |||||||||
| CompanyIDType | 0 | Other | Other | Company | PriorProdCo | 6/9/05 12:00 AM | |||||||||
| CompanyIDType | 1 | Tax ID | Tax ID | Company | PriorProdCo | 6/9/05 12:00 AM | |||||||||
| CompanyIDType | 2 | Dunns Number | Dunns Number | Company | PriorProdCo | 6/9/05 12:00 AM | |||||||||
| CompanyIDType | 3 | NSCC Number | NSCC Number | Company | PriorProdCo | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 0 | Other | Other | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 4 | Office | Office address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 6 | Employer | Employer's address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | AcctCompany | Investment ProfileProdCo | 6/9/2005DVD.05 12:00 AM | |||||||||
| O.AddrUnitType | 0 | Other | Other | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 10 | Key | Key | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 14 | Office | Office | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 18 | Room | Room | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 19 | Side | Side | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 21 | Space | Space | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 5 | Building | Building | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 6 | Department | Department | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 8 | Front | Front | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | AcctCompany | Investment ProfileProdCo | 3/27/2017DVD.17 10:04 AM | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | AcctCompany | Investment ProfileProdCo | 5/5/2016DVD.16 8:17 PM | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | AcctCompany | Investment ProfileProdCo | 5/5/2016DVD.16 8:17 PM | |||||||||
| O.PhoneNumFormat | 2 | International | International | AcctCompany | Investment ProfileProdCo | 5/5/5/2016DVD.16 8:17 PM | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | AcctCompany | Investment ProfileProdCo | 12/5/2022DVD.PmtDestType22 2:57 PM | |||||||||
| PO.AddrType | 0 | Other | Other | AcctCompany | Investment ProfileProdCo | 6/15/2016DVD.PmtDestType9/05 12:00 AM | |||||||||
| PO.AddrType | 1 | Address of Record | Address of Record | Acct | Investment ProfileHome | Home or Legal address | Company | ProdCo | 6/15/2016DVD.PmtDestType9/05 12:00 AM | ||||||
| PO.AddrType | 2 | Alternate Address | Alternate Address | Acct | Investment ProfileMailing | Mailing address | Company | ProdCo | 6/15/2016DVD.PmtDestType9/05 12:00 AM | ||||||
| PO.AddrType | 3 | Charitable Donation | Charitable Donation | Acct | Investment ProfilePrimary Residence | Address of primary residence | Company | ProdCo | 6/15/2016 | ||||||
| DVD.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/2020 | |||||||||
| DVD.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/2020 | |||||||||
| EntityPaperworkSubmitted | No | No | No | Acct | Investment Profile | 11/28/2023 | |||||||||
| EntityPaperworkSubmitted | Yes | Yes | Yes | Acct | Investment Profile | 11/28/2023 | |||||||||
| InvOwnedBonds | 1 | Bonds/bond funds | Bonds/bond funds | Client | Investment Profile | 9/7/2023 | |||||||||
| InvOwnedInternationalSecurities | 1 | International securities/funds | International securities/funds | Client | Investment Profile | 9/7/2023 | |||||||||
| InvOwnedMoneyMarket | 1 | Money market funds/cash investments | Money market funds/cash investments | Client | Investment Profile | 9/7/2023 | |||||||||
| InvOwnedStocks | 1 | Stocks/stock funds | Stocks/stock funds | Client | Investment Profile | 9/7/2023 | |||||||||
| MarketDiscountAccrual9/05 12:00 AM | |||||||||||||||
| PO.AddrType | 4 | Office | Office address | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| PO.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| PO.AddrType | 6 | Employer | Employer's address | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| PO.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo | 6/9/05 12:00 AM | |||||||||
| PO.AddrUnitType | 0 | Other | Other | AcctCompany | Investment ProfileProdCo | 113/1/2016MarketDiscountAccrual27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 1 | IRS Default (Constant Yield) | IRS Default (Constant Yield) | Acct | Investment Profile | 11/1/2016 | |||||||||
| MarketDiscountAccrual | 2 | Alternative (Ratable) | Alternative (Ratable) | Acct | Investment Profile | 11/1/2016 | |||||||||
| MarketDiscountIncome | 0 | Other | Other | Acct | Investment Profile | 11/1/2016 | |||||||||
| MarketDiscountIncome | 1 | IRS Default (No) | IRS Default (No) | Acct | Investment Profile | 11/1/2016 | |||||||||
| MarketDiscountIncome | 2 | Alternative (Yes) | Alternative (Yes) | Acct | Investment Profile | 11/1/2016 | |||||||||
| MFDVD.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/2005 | |||||||||
| MFDVD.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| MFDVD.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| MFDVD.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/2023 | |||||||||
| MFDVD.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| MFDVD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| MFDVD.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| MFDVD.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| MFDVD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/2006 | |||||||||
| MFDVD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/2006 | |||||||||
| MFDVD.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/2015 | |||||||||
| MFDVD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/2015 | |||||||||
| MFDVD.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| MFDVD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/2017 | |||||||||
| MFDVD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/2016 | |||||||||
| MFDVD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/2016 | |||||||||
| MFDVD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/2016 | |||||||||
| MFDVD.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/2022 | |||||||||
| MFDVD.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/2016 | |||||||||
| MFDVD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/2016 | |||||||||
| MFDVD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/2016 | |||||||||
| MFDVD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/2016 | |||||||||
| MFDVD.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/2020 | |||||||||
| MFDVD.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/2020 | |||||||||
| MuniBondOfficialStatement | 1 | Yes | Yes | Acct | Investment Profile | 12/5/2022 | |||||||||
| MuniBondOfficialStatement | No | No | No | Acct | Investment Profile | 12/5/2022 | |||||||||
| MuniBondOfficialStatement | Yes | Yes | Yes | Acct | Investment Profile | 12/5/2022 | |||||||||
| PER.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/2005 | |||||||||
| PER.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| PER.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| PER.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/2023 | |||||||||
| PER.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PER.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PER.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PER.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PER.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/2006 | |||||||||
| PER.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/2006 | |||||||||
| PER.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/2015 | |||||||||
| PER.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/2015 | |||||||||
| PER.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PER.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/2017 | |||||||||
| PER.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/2016 | |||||||||
| PER.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/2016 | |||||||||
| PER.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/2016 | |||||||||
| PER.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/2022 | |||||||||
| PER.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/2016 | |||||||||
| PER.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/2016 | |||||||||
| PER.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/2016 | |||||||||
| PER.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/2016 | |||||||||
| PER.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/2020 | |||||||||
| PER.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/2020 | |||||||||
| PlanToWDMajorNeeds | 1 | Less than three years | Less than three years | Client | Investment Profile | 9/7/2023 | |||||||||
| PlanToWDMajorNeeds | 2 | Three to five years | Three to five years | Client | Investment Profile | 9/7/2023 | |||||||||
| PlanToWDMajorNeeds | 3 | Six to 10 years | Six to 10 years | Client | Investment Profile | 9/7/2023 | |||||||||
| PlanToWDMajorNeeds | 4 | 11 years or more | 11 years or more | Client | Investment Profile | 9/7/2023 | |||||||||
| PROCEED.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/2005 | |||||||||
| PROCEED.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| PROCEED.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| PROCEED.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/2023 | |||||||||
| PROCEED.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PROCEED.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PROCEED.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PROCEED.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PROCEED.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/2006 | |||||||||
| PROCEED.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/2006 | |||||||||
| PROCEED.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/2015 | |||||||||
| PROCEED.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/2015 | |||||||||
| PROCEED.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| PROCEED.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/2017 | |||||||||
| PROCEED.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/2016 | |||||||||
| PROCEED.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/2016 | |||||||||
| PROCEED.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/2016 | |||||||||
| PROCEED.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/2022 | |||||||||
| PROCEED.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/2016 | |||||||||
| PROCEED.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/2016 | |||||||||
| PROCEED.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/2016 | |||||||||
| PROCEED.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/2016 | |||||||||
| PROCEED.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/2020 | |||||||||
| PROCEED.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/2005 | |||||||||
| PURCH.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| PURCH.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| PURCH.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/2023 | |||||||||
| PURCH.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PURCH.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PURCH.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PURCH.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| PURCH.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/2006 | |||||||||
| PURCH.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/2006 | |||||||||
| PURCH.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/2015 | |||||||||
| PURCH.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/2015 | |||||||||
| PURCH.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| PURCH.OApartment | Apartment | Company | ProdCo | 3/27/17 10:04 AM | |||||||||||
| PO.AddrUnitType | 10 | Key | Key | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 12 | Lot | Lot | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 13 | Lower | Lower | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 14 | Office | Office | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 16 | Pier | Pier | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 17 | Rear | Rear | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 18 | Room | Room | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 19 | Side | Side | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 2 | Suite | Suite | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 20 | Slip | Slip | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 21 | Space | Space | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 22 | Stop | Stop | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 24 | Upper | Upper | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 3 | Floor | Floor | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 4 | Unit | Unit | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 5 | Building | Building | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 6 | Department | Department | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 7 | Basement | Basement | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 8 | Front | Front | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo | 3/27/17 10:04 AM | |||||||||
| PO.PhoneNumFormat | 0 | Other | Other | Company | ProdCo | 5/5/16 8:17 PM | |||||||||
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo | 5/5/16 8:17 PM | |||||||||
| PO.PhoneNumFormat | 2 | International | International | Company | ProdCo | 5/5/16 8:17 PM | |||||||||
| PO.PrimaryAddress | 1 | Primary Address | Primary Address | Company | ProdCo | 12/5/22 2:57 PM | |||||||||
| AcctType | 0 | Other | Other | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| AcctType | 1 | Checking | Checking | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| AcctType | 2 | Savings | Savings | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| AcctType | 3 | NOW/MMDA | NOW/MMDA | FundSource | FundSource | 7/28/06 12:00 AM | |||||||||
| AcctType | 4 | Corporate/Organization Checking Account | Corporate/Organization Checking Account | FundSource | FundSource | 12/13/22 10:49 AM | |||||||||
| AcctType | 5 | Corporate/Organization Savings Account | Corporate/Organization Savings Account | FundSource | FundSource | 12/13/22 10:49 AM | |||||||||
| BR.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| BR.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| BR.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| BR.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| BR.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| BR.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/22 2:57 PM | |||||||||
| CurrencyType | 0 | Other | Other | FundSource | FundSource | 3/18/20 12:06 PM | |||||||||
| CurrencyType | 1 | US Dollars | US Dollars | FundSource | FundSource | 3/18/20 12:06 PM | |||||||||
| H.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| H.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| H.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/22 2:57 PM | |||||||||
| O.AddrType | 0 | Other | Other | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 4 | Office | Office address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 6 | Employer | Employer's address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource | 6/9/05 12:00 AM | |||||||||
| O.AddrUnitType | 0 | Other | Other | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 10 | Key | Key | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 14 | Office | Office | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 18 | Room | Room | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 19 | Side | Side | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 21 | Space | Space | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 5 | Building | Building | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 6 | Department | Department | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 8 | Front | Front | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource | 3/27/17 10:04 AM | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| O.PhoneNumFormat | 2 | International | International | FundSource | FundSource | 5/5/16 8:17 PM | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | FundSource | FundSource | 12/5/22 2:57 PM | |||||||||
| Prefix | 0 | Other | Other | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 1 | Mr. | Mister | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 2 | Mrs. | Misses | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 3 | Ms. | Mis | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 4 | Estate | Estate | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 5 | Trust | Trust | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 6 | Dr. | Doctor | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| Prefix | 7 | Miss | Miss | FundSource | FundSource | 11/13/12 4:00 PM | |||||||||
| AnnuitySurrenderType | 1 | Full Annuity Surrender | Full Annuity Surrender | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| AnnuitySurrenderType | 2 | Penalty-Free Surrender | Penalty-Free Surrender | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| AnnuitySurrenderType | 3 | Partial Annuity Surrender | Partial Annuity Surrender | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| AnnuityTransferShareType | 1 | Transfer all whole shares and sell fractions | Transfer all whole shares and sell fractions | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| AnnuityTransferShareType | 2 | Transfer all whole shares only | Transfer all whole shares only | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| AnnuityTransferShareType | 3 | Transfer all whole shares, sell fractions, and close account. | Transfer all whole shares, sell fractions, and close account. | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| AnnuityTransferShareType | 4 | Partial transfer of the Number of Shares following number of eligible whole shares | Partial transfer of the Number of Shares following number of eligible whole shares | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| BankTransferType | 1 | Transfer cash only | Transfer cash only | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| BankTransferType | 2 | Liquidate CD immediately and send cash | Liquidate CD immediately and send cash | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| BankTransferType | 3 | Liquidate CD at maturity and send cash | Liquidate CD at maturity and send cash | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| CapitalGainOptionsType | 1 | Cash | Cash | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| CapitalGainOptionsType | 2 | Reinvest | Reinvest | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| DividendOptionsType | 1 | Cash | Cash | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| DividendOptionsType | 2 | Reinvest | Reinvest | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| InsInvestType | 0 | Other | Other | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| InsInvestType | 1 | Universal | Universal Whole Life | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| InsInvestType | 2 | Variable | Variable Life | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| InsInvestType | 3 | Indexed | Indexed Variable Life | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| IssueType | 0 | Other | Other | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| IssueType | 1 | GI | Guaranteed Issue | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| IssueType | 2 | RI | Regular Issue | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| IssueType | 3 | FUW | Full Underwriting | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| IssueType | 4 | SI | Simplified Issue | ProductItem | Product | 10/29/10 12:00 PM | |||||||||
| MFTransferType | 1 | In Kind | In Kind | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| MFTransferType | 2 | Liquidate | Liquidate | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| TransferAltInv | 1 | Yes | Yes | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| TransferBrokerageAssetsInKindType | 1 | Transfer the entire account, In Kind | Transfer the entire account, In Kind | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| TransferBrokerageAssetsInKindType | 2 | Transfer only part of my account In Kind | Transfer only part of my account In Kind | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| TransferType | 1 | Cash | Cash | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| TransferType | 2 | Reinvest | Reinvest | ProductItem | Product | 5/12/23 3:20 PM | |||||||||
| DataSource | 0 | Other | Entered manually or other method | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 1 | BlankLocalDB | BlankLocalDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 10 | Junxure-I | Junxure-I (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 11 | BlankCSVDB | BlankCSVDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 12 | Text File - Comma Separted Values (*.txt, *.csv) | Text File - Comma Separted Values (*.txt, *.csv) (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 13 | BlankWebDB | BlankWebDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 14 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 16 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 17 | AdvisorsAssistant | AdvisorsAssistant (From tblPRDQDBCDataSource - Partner CustomerID: 10000111) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 18 | Wealth Spring | Wealth Spring (From tblPRDQDBCDataSource - Partner CustomerID: 10000125) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 19 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 2 | Microsoft Outlook | Microsoft Outlook (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 20 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 21 | Junxure - Schwab Performance Technologies | Junxure - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 23 | Advent Qube | Advent Qube (From tblPRDQDBCDataSource - Partner CustomerID: 10000104) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 24 | Albridge (StatementOne) Web Services | Albridge (StatementOne) Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 25 | Goldmine Financial Template | Goldmine Financial Template (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 27 | Albridge Master Client Export | Albridge Master Client Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 28 | BrokersAlly | BrokersAlly (From tblPRDQDBCDataSource - Partner CustomerID: 10000130) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 29 | Relationship Manager - Schwab Performance Technologies | Relationship Manager - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 30 | ProTracker | ProTracker (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 32 | GBS Agency | GBS Agency (From tblPRDQDBCDataSource - Partner CustomerID: 10000119) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 33 | Inscomm | Inscomm (From tblPRDQDBCDataSource - Partner CustomerID: 10000121) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 35 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 36 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 37 | Centerpiece | Centerpiece (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 39 | EZ-Data Smart Office Export | EZ-Data Smart Office Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 4 | dbCAMS+, Ontra+, Vestige+ | dbCAMS+, Ontra+, Vestige+ (From tblPRDQDBCDataSource - Partner CustomerID: 10000116) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 40 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 41 | Quik! Database | Quik! Database (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 42 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 44 | APX | APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 45 | Customer: Worley Financial Group, Inc | Customer: Worley Financial Group, Inc (From tblPRDQDBCDataSource - Partner CustomerID: 10001487) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 46 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 47 | ProTracker Advantage (SQL) | ProTracker Advantage (SQL) (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 48 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 49 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 5 | Goldmine | Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 50 | Customer: Landaas - APX | Customer: Landaas - APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 51 | Microsoft Outlook Business Contact Manager | Microsoft Outlook Business Contact Manager (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 53 | Redtail Web Services | Redtail Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 54 | SFCRM | SFCRM (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 55 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 56 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 57 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 6 | FNIC Goldmine | FNIC Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 7 | Bill Good Marketing - Gorilla | Bill Good Marketing - Gorilla (From tblPRDQDBCDataSource - Partner CustomerID: 10000109) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 8 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 9 | Sigma Financial Management - System 2002 | Sigma Financial Management - System 2002 (From tblPRDQDBCDataSource - Partner CustomerID: 10001160) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| DataSource | 99 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/11 4:00 PM | |||||||||
| BD.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BD.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BD.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| BD.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| BD.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| BD.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Branch/Broker-Dealer | 12/5/22 2:57 PM | |||||||||
| BR.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| BR.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| BR.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| BR.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| BR.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| BR.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Branch/Broker-Dealer | 12/5/22 2:57 PM | |||||||||
| PBD.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer | 6/9/05 12:00 AM | |||||||||
| PBD.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer | 3/27/17 10:04 AM | |||||||||
| PBD.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| PBD.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| PBD.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer | 5/5/16 8:17 PM | |||||||||
| PBD.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Branch/Broker-Dealer | 12/5/22 2:57 PM | |||||||||
| Gender | 0 | Other | Other | Rep | Client Personal Info | 5/19/20 9:35 AM | |||||||||
| Gender | 1 | Male | Male | Rep | Client Personal Info | 5/19/20 9:35 AM | |||||||||
| Gender | 2 | Female | Female | Rep | Client Personal Info | 5/19/20 9:35 AM | |||||||||
| H.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O.05 12:00 AM | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O05 12:00 AM | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O05 12:00 AM | |||||||||
| H.AddrType | 4 | Office | Office address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O.05 12:00 AM | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O05 12:00 AM | |||||||||
| H.AddrType | 6 | Employer | Employer's address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O05 12:00 AM | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O.05 12:00 AM | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O05 12:00 AM | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | AcctRep | Investment Rep Profile | 6/9/2005PURCH.O05 12:00 AM | |||||||||
| H.AddrUnitType | 0 | Other | Other | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 10 | Key | Key | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 14 | Office | Office | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 18 | Room | Room | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 19 | Side | Side | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 21 | Space | Space | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 5 | Building | Building | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 6 | Department | Department | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 8 | Front | Front | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O17 10:04 AM | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | AcctRep | Investment Rep Profile | 3/27/2017PURCH.O.17 10:04 AM | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | AcctRep | Investment Rep Profile | 5/5/2016PURCH.O16 8:17 PM | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | AcctRep | Investment Rep Profile | 5/5/2016PURCH.O16 8:17 PM | |||||||||
| H.PhoneNumFormat | 2 | International | International | AcctRep | Investment Rep Profile | 5/5/2016PURCH.O.16 8:17 PM | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/2022 | |||||||||
| PURCH.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/2016 | |||||||||
| PURCH.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/2016 | |||||||||
| PURCH.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/2016 | |||||||||
| PURCH.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/2016 | |||||||||
| PURCH.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/2020 | |||||||||
| PURCH.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/2020 | |||||||||
| VolatilityTolerance | 1 | Minimal | Minimal | Client | Investment Profile | 9/7/2023 | |||||||||
| VolatilityTolerance | 2 | Moderate | Moderate | Client | Investment Profile | 9/7/2023 | |||||||||
| VolatilityTolerance | 3 | Considerable | Considerable | Client | Investment Profile | 9/7/2023 | |||||||||
| WD.DistType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.DistType | 1 | Principal Payment | Principal Payment | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.DistType | 2 | Income and Interest | Income and Interest | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.DistType | 3 | RMD Reaching Age 70.5 | Required Minimum Distribution Reaching Age 70.5 | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.DistType | 4 | RMD Death | Required Minimum Distribution Death | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 1 | Daily | Daily | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 10 | Weekly - Monday | Weekly - Monday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 11 | Weekly - Tuesday | Weekly - Tuesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 12 | Weekly - Wednesday | Weekly - Wednesday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 14 | Weekly - Thursday | Weekly - Thursday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 15 | Weekly - Friday | Weekly - Friday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 16 | Weekly - Saturday | Weekly - Saturday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 17 | Weekly - Sunday | Weekly - Sunday | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 8 | Annually | Annually | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile | 9/23/2005 | |||||||||
| WD.Instr | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 1 | Hold | Hold | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Instr | 15 | Credit | Credit | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.Instr | 16 | Change my existing income payment plan | Change my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| WD.Instr | 17 | Terminate my existing income payment plan | Terminate my existing income payment plan | Acct | Investment Profile | 12/13/2022 | |||||||||
| WD.Instr | 18 | Set up a new income payment plan | Set up a new income payment plan | Acct | Investment Profile | 2/15/2023 | |||||||||
| WD.Instr | 19 | Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core Account | Reinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| WD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 20 | Reinvest MF DVDs and CGs. Reinvest DVDs and Interest | Reinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| WD.Instr | 21 | Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities. | Acct | Investment Profile | 2/15/2023 | |||||||||
| WD.Instr | 22 | Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible Securities | Pay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle. | Acct | Investment Profile | 2/15/2023 | |||||||||
| WD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile | 4/6/2006 | |||||||||
| WD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile | 11/12/2006 | |||||||||
| WD.Method | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Method | 1 | Journal | Journal | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Method | 3 | Third Party | Third Party | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Method | 4 | ACH | ACH | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile | 9/9/2015 | |||||||||
| WD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile | 9/9/2015 | |||||||||
| WD.O.AddrType | 0 | Other | Other | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/2005 | |||||||||
| WD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile | 3/27/2017 | |||||||||
| WD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile | 5/5/2016 | |||||||||
| WD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile | 5/5/2016 | |||||||||
| WD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile | 5/5/2016 | |||||||||
| WD.O.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Investment Profile | 12/5/2022 | |||||||||
| WD.PmtDestType | 0 | Other | Other | Acct | Investment Profile | 6/15/2016 | |||||||||
| WD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile | 6/15/2016 | |||||||||
| WD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile | 6/15/2016 | |||||||||
| WD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile | 6/15/2016 | |||||||||
| WD.RequestType | 0 | Other | Other | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.RequestType | 1 | New Request | New Request | Acct | Investment Profile | 3/18/2020 | |||||||||
| WD.RequestType | 2 | Change of Instructions | Change of Instructions | Acct | Investment Profile | 3/18/2020 | |||||||||
| M.AddrType | 0 | Other | Other | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 1 | Home | Home or Legal address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 2 | Mailing | Mailing address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 4 | Office | Office address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 5 | Birth Place | Place of birth address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 6 | Employer | Employer's address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 8 | Branch Address | Branch Address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Payout | 6/9/2005 | |||||||||
| M.AddrUnitType | 0 | Other | Other | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 1 | Apartment | Apartment | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 10 | Key | Key | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 11 | Lobby | Lobby | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 12 | Lot | Lot | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 13 | Lower | Lower | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 14 | Office | Office | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 16 | Pier | Pier | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 17 | Rear | Rear | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 18 | Room | Room | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 19 | Side | Side | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 2 | Suite | Suite | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 20 | Slip | Slip | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 21 | Space | Space | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 22 | Stop | Stop | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 23 | Trailer | Trailer | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 24 | Upper | Upper | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 3 | Floor | Floor | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 4 | Unit | Unit | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 5 | Building | Building | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 6 | Department | Department | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 7 | Basement | Basement | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 8 | Front | Front | Acct | Payout | 3/27/2017 | |||||||||
| M.AddrUnitType | 9 | Hanger | Hanger | Acct | Payout | 3/27/2017 | |||||||||
| M.PhoneNumFormat | 0 | Other | Other | Acct | Payout | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Payout | 5/5/2016 | |||||||||
| M.PhoneNumFormat | 2 | International | International | Acct | Payout | 5/5/2016 | |||||||||
| M.PrimaryAddress | 1 | Primary Address | Primary Address | Acct | Payout | 12/5/2022 | |||||||||
| CompanyIDType | 0 | Other | Other | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 1 | Tax ID | Tax ID | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 2 | Dunns Number | Dunns Number | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 3 | NSCC Number | NSCC Number | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 0 | Other | Other | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 1 | Tax ID | Tax ID | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 2 | Dunns Number | Dunns Number | Company | PriorProdCo | 6/9/2005 | |||||||||
| CompanyIDType | 3 | NSCC Number | NSCC Number | Company | PriorProdCo | 6/9/2005 | |||||||||
| O.AddrType | 0 | Other | Other | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 4 | Office | Office address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 6 | Employer | Employer's address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 0 | Other | Other | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 1 | Home | Home or Legal address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 2 | Mailing | Mailing address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 4 | Office | Office address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 6 | Employer | Employer's address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo | 6/9/2005 | |||||||||
| O.AddrUnitType | 0 | Other | Other | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 10 | Key | Key | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 14 | Office | Office | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | Company | ProdCo | 3/27/2017Address | Primary Address | Rep | Rep Profile | 12/5/22 2:57 PM | |||||
| OSJSignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| OSJSignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| OSJSignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| OSJSignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| OSJSignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| OSJSignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/22 2:57 PM | |||||||||
| P.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| P.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| P.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| P.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| P.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| P.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/22 2:57 PM | |||||||||
| Prefix | 0 | Other | Other | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 1 | Mr. | Mister | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 2 | Mrs. | Misses | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 3 | Ms. | Mis | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 4 | Estate | Estate | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 5 | Trust | Trust | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 6 | Dr. | Doctor | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| Prefix | 7 | Miss | Miss | Rep | Rep Profile | 11/13/12 4:00 PM | |||||||||
| PrincSignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| PrincSignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| PrincSignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| PrincSignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| PrincSignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| PrincSignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/22 2:57 PM | |||||||||
| RegisteredInClientState | 1 | Registered in Client State | Registered in Client State | Rep | Rep Profile | 12/5/22 3:58 PM | |||||||||
| RepNumType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| RepNumType | 1 | Rep Number | Rep Number | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| RepNumType | 2 | SSN | SSN | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| RepNumType | 3 | Tax ID | Tax ID | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| RepType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| RepType | 1 | Individual | Individual | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| RepType | 2 | Entity | Entity | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/05 12:00 AM | |||||||||
| SignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/17 10:04 AM | |||||||||
| SignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| SignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| SignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/16 8:17 PM | |||||||||
| SignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/22 2:57 PM | |||||||||
| FirmRelatedHoldAssets | 1 | Yes | Yes | Rep | Suitability | 12/5/22 3:58 PM | |||||||||
| FirmRelatedHoldAssets | No | No | No | Rep | Suitability | 12/5/22 3:58 PM | |||||||||
| FirmRelatedHoldAssets | Yes | Yes | Yes | Rep | Suitability | 12/5/22 3:58 PM | |||||||||
| FirmRelatedToAcct | 1 | Yes | Yes | Rep | Suitability | 12/5/22 3:58 PM | |||||||||
| FirmRelatedToAcct | No | No | No | Rep | Suitability | 12/5/22 3:58 PM | |||||||||
| FirmRelatedToAcct | Yes | Yes | Yes | Rep | Suitability | 12/5/22 3:58 PM | |||||||||
| ComplianceTest | 0 | Other | Other | Rule | Rule | 10/29/10 12:00 PM | |||||||||
| ComplianceTest | 1 | CVAT | CVAT | Rule | Rule | 10/29/10 12:00 PM | |||||||||
| ComplianceTest | 2 | GPT | GPT | Rule | Rule | 10/29/10 12:00 PM | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 18 | Room | Room | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 19 | Side | Side | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 21 | Space | Space | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 5 | Building | Building | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 6 | Department | Department | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 8 | Front | Front | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 0 | Other | Other | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 10 | Key | Key | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 12 | Lot | Lot | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 13 | Lower | Lower | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 14 | Office | Office | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 16 | Pier | Pier | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 17 | Rear | Rear | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 18 | Room | Room | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 19 | Side | Side | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 2 | Suite | Suite | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 20 | Slip | Slip | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 21 | Space | Space | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 22 | Stop | Stop | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 24 | Upper | Upper | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 3 | Floor | Floor | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 4 | Unit | Unit | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 5 | Building | Building | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 6 | Department | Department | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 7 | Basement | Basement | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 8 | Front | Front | Company | ProdCo | 3/27/2017 | |||||||||
| O.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo | 3/27/2017 | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | Company | ProdCo | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 2 | International | International | Company | ProdCo | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 0 | Other | Other | Company | ProdCo | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo | 5/5/2016 | |||||||||
| O.PhoneNumFormat | 2 | International | International | Company | ProdCo | 5/5/2016 | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | Company | ProdCo | 12/5/2022 | |||||||||
| O.PrimaryAddress | 1 | Primary Address | Primary Address | Company | ProdCo | 12/5/2022 | |||||||||
| PO.AddrType | 0 | Other | Other | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 1 | Home | Home or Legal address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 2 | Mailing | Mailing address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 4 | Office | Office address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 6 | Employer | Employer's address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 0 | Other | Other | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 1 | Home | Home or Legal address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 2 | Mailing | Mailing address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 4 | Office | Office address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 6 | Employer | Employer's address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo | 6/9/2005 | |||||||||
| PO.AddrUnitType | 0 | Other | Other | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 10 | Key | Key | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 12 | Lot | Lot | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 13 | Lower | Lower | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 14 | Office | Office | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 16 | Pier | Pier | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 17 | Rear | Rear | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 18 | Room | Room | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 19 | Side | Side | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 2 | Suite | Suite | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 20 | Slip | Slip | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 21 | Space | Space | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 22 | Stop | Stop | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 24 | Upper | Upper | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 3 | Floor | Floor | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 4 | Unit | Unit | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 5 | Building | Building | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 6 | Department | Department | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 7 | Basement | Basement | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 8 | Front | Front | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 0 | Other | Other | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 10 | Key | Key | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 12 | Lot | Lot | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 13 | Lower | Lower | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 14 | Office | Office | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 16 | Pier | Pier | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 17 | Rear | Rear | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 18 | Room | Room | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 19 | Side | Side | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 2 | Suite | Suite | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 20 | Slip | Slip | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 21 | Space | Space | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 22 | Stop | Stop | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 24 | Upper | Upper | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 3 | Floor | Floor | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 4 | Unit | Unit | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 5 | Building | Building | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 6 | Department | Department | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 7 | Basement | Basement | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 8 | Front | Front | Company | ProdCo | 3/27/2017 | |||||||||
| PO.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo | 3/27/2017 | |||||||||
| PO.PhoneNumFormat | 0 | Other | Other | Company | ProdCo | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 2 | International | International | Company | ProdCo | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 0 | Other | Other | Company | ProdCo | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo | 5/5/2016 | |||||||||
| PO.PhoneNumFormat | 2 | International | International | Company | ProdCo | 5/5/2016 | |||||||||
| PO.PrimaryAddress | 1 | Primary Address | Primary Address | Company | ProdCo | 12/5/2022 | |||||||||
| PO.PrimaryAddress | 1 | Primary Address | Primary Address | Company | ProdCo | 12/5/2022 | |||||||||
| AnnuitySurrenderType | 1 | Full Annuity Surrender | Full Annuity Surrender | ProductItem | Product | 5/12/2023 | |||||||||
| AnnuitySurrenderType | 2 | Penalty-Free Surrender | Penalty-Free Surrender | ProductItem | Product | 5/12/2023 | |||||||||
| AnnuitySurrenderType | 3 | Partial Annuity Surrender | Partial Annuity Surrender | ProductItem | Product | 5/12/2023 | |||||||||
| AnnuityTransferShareType | 1 | Transfer all whole shares and sell fractions | Transfer all whole shares and sell fractions | ProductItem | Product | 5/12/2023 | |||||||||
| AnnuityTransferShareType | 2 | Transfer all whole shares only | Transfer all whole shares only | ProductItem | Product | 5/12/2023 | |||||||||
| AnnuityTransferShareType | 3 | Transfer all whole shares, sell fractions, and close account. | Transfer all whole shares, sell fractions, and close account. | ProductItem | Product | 5/12/2023 | |||||||||
| AnnuityTransferShareType | 4 | Partial transfer of the Number of Shares following number of eligible whole shares | Partial transfer of the Number of Shares following number of eligible whole shares | ProductItem | Product | 5/12/2023 | |||||||||
| BankTransferType | 1 | Transfer cash only | Transfer cash only | ProductItem | Product | 5/12/2023 | |||||||||
| BankTransferType | 2 | Liquidate CD immediately and send cash | Liquidate CD immediately and send cash | ProductItem | Product | 5/12/2023 | |||||||||
| BankTransferType | 3 | Liquidate CD at maturity and send cash | Liquidate CD at maturity and send cash | ProductItem | Product | 5/12/2023 | |||||||||
| CapitalGainOptionsType | 1 | Cash | Cash | ProductItem | Product | 5/12/2023 | |||||||||
| CapitalGainOptionsType | 2 | Reinvest | Reinvest | ProductItem | Product | 5/12/2023 | |||||||||
| DividendOptionsType | 1 | Cash | Cash | ProductItem | Product | 5/12/2023 | |||||||||
| DividendOptionsType | 2 | Reinvest | Reinvest | ProductItem | Product | 5/12/2023 | |||||||||
| InsInvestType | 0 | Other | Other | ProductItem | Product | 10/29/2010 | |||||||||
| InsInvestType | 1 | Universal | Universal Whole Life | ProductItem | Product | 10/29/2010 | |||||||||
| InsInvestType | 2 | Variable | Variable Life | ProductItem | Product | 10/29/2010 | |||||||||
| InsInvestType | 3 | Indexed | Indexed Variable Life | ProductItem | Product | 10/29/2010 | |||||||||
| IssueType | 0 | Other | Other | ProductItem | Product | 10/29/2010 | |||||||||
| IssueType | 1 | GI | Guaranteed Issue | ProductItem | Product | 10/29/2010 | |||||||||
| IssueType | 2 | RI | Regular Issue | ProductItem | Product | 10/29/2010 | |||||||||
| IssueType | 3 | FUW | Full Underwriting | ProductItem | Product | 10/29/2010 | |||||||||
| IssueType | 4 | SI | Simplified Issue | ProductItem | Product | 10/29/2010 | |||||||||
| MFTransferType | 1 | In Kind | In Kind | ProductItem | Product | 5/12/2023 | |||||||||
| MFTransferType | 2 | Liquidate | Liquidate | ProductItem | Product | 5/12/2023 | |||||||||
| TransferAltInv | 1 | Yes | Yes | ProductItem | Product | 5/12/2023 | |||||||||
| TransferBrokerageAssetsInKindType | 1 | Transfer the entire account, In Kind | Transfer the entire account, In Kind | ProductItem | Product | 5/12/2023 | |||||||||
| TransferBrokerageAssetsInKindType | 2 | Transfer only part of my account In Kind | Transfer only part of my account In Kind | ProductItem | Product | 5/12/2023 | |||||||||
| TransferType | 1 | Cash | Cash | ProductItem | Product | 5/12/2023 | |||||||||
| TransferType | 2 | Reinvest | Reinvest | ProductItem | Product | 5/12/2023 | |||||||||
| DataSource | 0 | Other | Entered manually or other method | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 1 | BlankLocalDB | BlankLocalDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 10 | Junxure-I | Junxure-I (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 11 | BlankCSVDB | BlankCSVDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 12 | Text File - Comma Separted Values (*.txt, *.csv) | Text File - Comma Separted Values (*.txt, *.csv) (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 13 | BlankWebDB | BlankWebDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 14 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 16 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 17 | AdvisorsAssistant | AdvisorsAssistant (From tblPRDQDBCDataSource - Partner CustomerID: 10000111) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 18 | Wealth Spring | Wealth Spring (From tblPRDQDBCDataSource - Partner CustomerID: 10000125) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 19 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 2 | Microsoft Outlook | Microsoft Outlook (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 20 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 21 | Junxure - Schwab Performance Technologies | Junxure - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 23 | Advent Qube | Advent Qube (From tblPRDQDBCDataSource - Partner CustomerID: 10000104) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 24 | Albridge (StatementOne) Web Services | Albridge (StatementOne) Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 25 | Goldmine Financial Template | Goldmine Financial Template (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 27 | Albridge Master Client Export | Albridge Master Client Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 28 | BrokersAlly | BrokersAlly (From tblPRDQDBCDataSource - Partner CustomerID: 10000130) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 29 | Relationship Manager - Schwab Performance Technologies | Relationship Manager - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 30 | ProTracker | ProTracker (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 32 | GBS Agency | GBS Agency (From tblPRDQDBCDataSource - Partner CustomerID: 10000119) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 33 | Inscomm | Inscomm (From tblPRDQDBCDataSource - Partner CustomerID: 10000121) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 35 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 36 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 37 | Centerpiece | Centerpiece (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 39 | EZ-Data Smart Office Export | EZ-Data Smart Office Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 4 | dbCAMS+, Ontra+, Vestige+ | dbCAMS+, Ontra+, Vestige+ (From tblPRDQDBCDataSource - Partner CustomerID: 10000116) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 40 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 41 | Quik! Database | Quik! Database (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 42 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 44 | APX | APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 45 | Customer: Worley Financial Group, Inc | Customer: Worley Financial Group, Inc (From tblPRDQDBCDataSource - Partner CustomerID: 10001487) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 46 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 47 | ProTracker Advantage (SQL) | ProTracker Advantage (SQL) (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 48 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 49 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 5 | Goldmine | Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 50 | Customer: Landaas - APX | Customer: Landaas - APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 51 | Microsoft Outlook Business Contact Manager | Microsoft Outlook Business Contact Manager (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 53 | Redtail Web Services | Redtail Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 54 | SFCRM | SFCRM (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 55 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 56 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 57 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 6 | FNIC Goldmine | FNIC Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 7 | Bill Good Marketing - Gorilla | Bill Good Marketing - Gorilla (From tblPRDQDBCDataSource - Partner CustomerID: 10000109) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 8 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 9 | Sigma Financial Management - System 2002 | Sigma Financial Management - System 2002 (From tblPRDQDBCDataSource - Partner CustomerID: 10001160) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 99 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 0 | Other | Entered manually or other method | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 1 | BlankLocalDB | BlankLocalDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 10 | Junxure-I | Junxure-I (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 11 | BlankCSVDB | BlankCSVDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 12 | Text File - Comma Separted Values (*.txt, *.csv) | Text File - Comma Separted Values (*.txt, *.csv) (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 13 | BlankWebDB | BlankWebDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 14 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 16 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 17 | AdvisorsAssistant | AdvisorsAssistant (From tblPRDQDBCDataSource - Partner CustomerID: 10000111) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 18 | Wealth Spring | Wealth Spring (From tblPRDQDBCDataSource - Partner CustomerID: 10000125) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 19 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 2 | Microsoft Outlook | Microsoft Outlook (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 20 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 21 | Junxure - Schwab Performance Technologies | Junxure - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 23 | Advent Qube | Advent Qube (From tblPRDQDBCDataSource - Partner CustomerID: 10000104) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 24 | Albridge (StatementOne) Web Services | Albridge (StatementOne) Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 25 | Goldmine Financial Template | Goldmine Financial Template (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 27 | Albridge Master Client Export | Albridge Master Client Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 28 | BrokersAlly | BrokersAlly (From tblPRDQDBCDataSource - Partner CustomerID: 10000130) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 29 | Relationship Manager - Schwab Performance Technologies | Relationship Manager - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 30 | ProTracker | ProTracker (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 32 | GBS Agency | GBS Agency (From tblPRDQDBCDataSource - Partner CustomerID: 10000119) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 33 | Inscomm | Inscomm (From tblPRDQDBCDataSource - Partner CustomerID: 10000121) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 35 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 36 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 37 | Centerpiece | Centerpiece (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 39 | EZ-Data Smart Office Export | EZ-Data Smart Office Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 4 | dbCAMS+, Ontra+, Vestige+ | dbCAMS+, Ontra+, Vestige+ (From tblPRDQDBCDataSource - Partner CustomerID: 10000116) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 40 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 41 | Quik! Database | Quik! Database (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 42 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 44 | APX | APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 45 | Customer: Worley Financial Group, Inc | Customer: Worley Financial Group, Inc (From tblPRDQDBCDataSource - Partner CustomerID: 10001487) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 46 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 47 | ProTracker Advantage (SQL) | ProTracker Advantage (SQL) (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 48 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 49 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 5 | Goldmine | Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 50 | Customer: Landaas - APX | Customer: Landaas - APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 51 | Microsoft Outlook Business Contact Manager | Microsoft Outlook Business Contact Manager (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 53 | Redtail Web Services | Redtail Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 54 | SFCRM | SFCRM (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 55 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 56 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 57 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 6 | FNIC Goldmine | FNIC Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 7 | Bill Good Marketing - Gorilla | Bill Good Marketing - Gorilla (From tblPRDQDBCDataSource - Partner CustomerID: 10000109) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 8 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 9 | Sigma Financial Management - System 2002 | Sigma Financial Management - System 2002 (From tblPRDQDBCDataSource - Partner CustomerID: 10001160) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| DataSource | 99 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource | 8/7/2011 | |||||||||
| H.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| H.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| H.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| H.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| OSJSignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| OSJSignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| OSJSignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| OSJSignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| OSJSignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| OSJSignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| P.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| P.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| P.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| P.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| P.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| P.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| Prefix | 0 | Other | Other | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 1 | Mr. | Mister | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 2 | Mrs. | Misses | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 3 | Ms. | Mis | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 4 | Estate | Estate | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 5 | Trust | Trust | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 6 | Dr. | Doctor | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 7 | Miss | Miss | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 0 | Other | Other | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 1 | Mr. | Mister | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 2 | Mrs. | Misses | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 3 | Ms. | Mis | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 4 | Estate | Estate | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 5 | Trust | Trust | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 6 | Dr. | Doctor | Rep | Rep Profile | 11/13/2012 | |||||||||
| Prefix | 7 | Miss | Miss | Rep | Rep Profile | 11/13/2012 | |||||||||
| PrincSignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| PrincSignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| PrincSignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| PrincSignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| PrincSignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| PrincSignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| RegisteredInClientState | 1 | Registered in Client State | Registered in Client State | Rep | Rep Profile | 12/5/2022 | |||||||||
| RepNumType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| RepNumType | 1 | Rep Number | Rep Number | Rep | Rep Profile | 6/9/2005 | |||||||||
| RepNumType | 2 | SSN | SSN | Rep | Rep Profile | 6/9/2005 | |||||||||
| RepNumType | 3 | Tax ID | Tax ID | Rep | Rep Profile | 6/9/2005 | |||||||||
| RepType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| RepType | 1 | Individual | Individual | Rep | Rep Profile | 6/9/2005 | |||||||||
| RepType | 2 | Entity | Entity | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/2005 | |||||||||
| SignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/2017 | |||||||||
| SignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| SignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| SignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| SignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/2016 | |||||||||
| SignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/2016 | |||||||||
| SignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/2016 | |||||||||
| SignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| SignAddr.PrimaryAddress | 1 | Primary Address | Primary Address | Rep | Rep Profile | 12/5/2022 | |||||||||
| ComplianceTest | 0 | Other | Other | Rule | Rule | 10/29/2010 | |||||||||
| ComplianceTest | 1 | CVAT | CVAT | Rule | Rule | 10/29/2010 | |||||||||
| ComplianceTest | 2 | GPT | GPT | Rule | Rule | 10/29/2010 | |||||||||
| AccreditedInvestor | 1 | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| AccreditedInvestor | No | No | No | Client | Suitability | 12/20/2023 | |||||||||
| AccreditedInvestor | Yes | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| BDEmployee | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDEmployee | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| BDEmployee | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDOtherEmployee | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDOtherEmployee | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| BDOtherEmployee | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDOtherRelated | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDOtherRelated | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| BDOtherRelated | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDRelated | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| BDRelated | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| BDRelated | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| CashAvailable.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| DependentType | 0 | Other | Other | Client | Suitability | 4/6/2016 | |||||||||
| DependentType | 1 | Spouse | Spouse | Client | Suitability | 4/6/2016 | |||||||||
| DependentType | 2 | Child | Child | Client | Suitability | 4/6/2016 | |||||||||
| DependentType | 3 | Parent | Parent | Client | Suitability | 4/6/2016 | |||||||||
| DependentType | 4 | Grandparent | Grandparent | Client | Suitability | 4/6/2016 | |||||||||
| DependentType | 5 | Grandchild | Grandchild | Client | Suitability | 4/6/2016 | |||||||||
| DependentType | 6 | Sibling | Sibling | Client | Suitability | 4/6/2016 | |||||||||
| DvdIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| EmployedBDAcct | 1 | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| EmployedBDAcct | No | No | No | Client | Suitability | 12/20/2023 | |||||||||
| EmployedBDAcct | Yes | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| EntityVerifyType | 0 | Other | Other | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 1 | Articles of Incorporation | Articles of Incorporation | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 10 | Trust Document | Trust Document | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 11 | Trustee Certificate of Investment Powers | Trustee Certificate of Investment Powers | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 2 | Partnership Agreement | Partnership Agreement | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 3 | Non-Corporate Resolution | Non-Corporate Resolution | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 4 | Corporate Resolution | Corporate Resolution | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 5 | Investment Club Agreement | Investment Club Agreement | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 6 | Company Retirement Plan Document | Company Retirement Plan Document | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 7 | Death Certificate | Death Certificate | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 8 | Court Appointment (cannot be older than 90 days) | Court Appointment (cannot be older than 90 days) | Client | Suitability | 4/5/2016 | |||||||||
| EntityVerifyType | 9 | Affidavit of Domicile | Affidavit of Domicile | Client | Suitability | 4/5/2016 | |||||||||
| ER.AddrType | 0 | Other | Other | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 1 | Home | Home or Legal address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 2 | Mailing | Mailing address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 3 | Primary Residence | Address of primary residence | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 4 | Office | Office address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 5 | Birth Place | Place of birth address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 6 | Employer | Employer's address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 8 | Branch Address | Branch Address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Suitability | 6/9/2005 | |||||||||
| ER.AddrUnitType | 0 | Other | Other | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 1 | Apartment | Apartment | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 10 | Key | Key | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 11 | Lobby | Lobby | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 12 | Lot | Lot | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 13 | Lower | Lower | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 14 | Office | Office | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 15 | Penthouse | Penthouse | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 16 | Pier | Pier | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 17 | Rear | Rear | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 18 | Room | Room | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 19 | Side | Side | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 2 | Suite | Suite | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 20 | Slip | Slip | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 21 | Space | Space | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 22 | Stop | Stop | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 23 | Trailer | Trailer | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 24 | Upper | Upper | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 3 | Floor | Floor | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 4 | Unit | Unit | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 5 | Building | Building | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 6 | Department | Department | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 7 | Basement | Basement | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 8 | Front | Front | Client | Suitability | 3/27/2017 | |||||||||
| ER.AddrUnitType | 9 | Hanger | Hanger | Client | Suitability | 3/27/2017 | |||||||||
| ER.PhoneNumFormat | 0 | Other | Other | Client | Suitability | 5/5/2016 | |||||||||
| ER.PhoneNumFormat | 1 | Domestic | Domestic | Client | Suitability | 5/5/2016 | |||||||||
| ER.PhoneNumFormat | 2 | International | International | Client | Suitability | 5/5/2016 | |||||||||
| ER.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Suitability | 12/5/2022 | |||||||||
| ExchangeRelated | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| ExchangeRelated | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| ExchangeRelated | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| ExpAnnual.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| ExpSpecial.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| FirmRelatedHoldAssets | 1 | Yes | Yes | Rep | Suitability | 12/5/2022 | |||||||||
| FirmRelatedHoldAssets | No | No | No | Rep | Suitability | 12/5/2022 | |||||||||
| FirmRelatedHoldAssets | Yes | Yes | Yes | Rep | Suitability | 12/5/2022 | |||||||||
| FirmRelatedToAcct | 1 | Yes | Yes | Rep | Suitability | 12/5/2022 | |||||||||
| FirmRelatedToAcct | No | No | No | Rep | Suitability | 12/5/2022 | |||||||||
| FirmRelatedToAcct | Yes | Yes | Yes | Rep | Suitability | 12/5/2022 | |||||||||
| GovtOfficialJurisdiction | 0 | Other | Other | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialJurisdiction | 1 | City | City | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialJurisdiction | 2 | County | County | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialJurisdiction | 3 | State | State | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialJurisdiction | 4 | Federal | Federal | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialRelToClient | 0 | Other | Other | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialRelToClient | 1 | Self | Self | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialRelToClient | 2 | Spouse | Spouse | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialRelToClient | 3 | Parent | Parent | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialRelToClient | 4 | Sibling | Sibling | Client | Suitability | 4/5/2016 | |||||||||
| GovtOfficialRelToClient | 5 | Child | Child | Client | Suitability | 4/5/2016 | |||||||||
| HouseholdIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| Income.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| InterestIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| InvAssets.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| InvestExperTypeAltInvest | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAltInvest | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAltInvest | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAltInvest | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAltInvest | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAnnuity | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAnnuity | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAnnuity | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAnnuity | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeAnnuity | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeBond | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeBond | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeBond | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeBond | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeBond | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCash | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCash | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCash | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCash | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCash | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCDs | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCDs | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCDs | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCDs | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCDs | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeCommodities | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeCommodities | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeCommodities | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeCommodities | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeCommodities | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeEmpPlan | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeEmpPlan | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeEmpPlan | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeEmpPlan | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeEmpPlan | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeETF | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeETF | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeETF | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeETF | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeETF | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFixedIncome | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFixedIncome | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFixedIncome | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFixedIncome | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFixedIncome | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignCurrency | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignCurrency | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignCurrency | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignCurrency | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignCurrency | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignSecurities | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignSecurities | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignSecurities | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignSecurities | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeForeignSecurities | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFuture | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFuture | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFuture | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFuture | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeFuture | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeInsurance | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeInsurance | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeInsurance | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeInsurance | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeInsurance | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeLLP | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeLLP | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeLLP | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeLLP | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeLLP | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeManagedAcct | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeManagedAcct | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeManagedAcct | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeManagedAcct | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeManagedAcct | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeMargin | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMargin | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMargin | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMargin | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMargin | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMetals | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMetals | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMetals | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMetals | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMetals | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMutualFund | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMutualFund | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMutualFund | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMutualFund | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeMutualFund | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOption | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOption | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOption | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOption | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOption | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOther | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOther | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOther | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOther | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeOther | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeRealEstate | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeRealEstate | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeRealEstate | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeRealEstate | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeRealEstate | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeREITs | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeREITs | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeREITs | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeREITs | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeREITs | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeSavings | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeSavings | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeSavings | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeSavings | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeSavings | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeShortTerm | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeShortTerm | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeShortTerm | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeShortTerm | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeShortTerm | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeStock | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeStock | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeStock | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeStock | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeStock | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeUIT | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeUIT | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeUIT | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeUIT | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeUIT | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeVariableAnnuity | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVariableAnnuity | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVariableAnnuity | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVariableAnnuity | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVariableAnnuity | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVariableContract | 0 | Other | Other | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeVariableContract | 1 | None | None | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeVariableContract | 2 | Limited | Limited | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeVariableContract | 3 | Moderate | Moderate | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeVariableContract | 4 | Extensive | Extensive | Client | Suitability | 8/6/2014 | |||||||||
| InvestExperTypeVUL | 0 | Other | Other | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVUL | 1 | None | None | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVUL | 2 | Limited | Limited | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVUL | 3 | Moderate | Moderate | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperTypeVUL | 4 | Extensive | Extensive | Client | Suitability | 8/3/2016 | |||||||||
| InvestExperVariableAnnuity | 0 | Other | Other | Client | Suitability | 12/13/2022 | |||||||||
| InvestExperVariableAnnuity | 1 | None | None | Client | Suitability | 12/13/2022 | |||||||||
| InvestExperVariableAnnuity | 2 | Limited | Limited | Client | Suitability | 12/13/2022 | |||||||||
| InvestExperVariableAnnuity | 3 | Moderate | Moderate | Client | Suitability | 12/13/2022 | |||||||||
| InvestExperVariableAnnuity | 4 | Extensive | Extensive | Client | Suitability | 12/13/2022 | |||||||||
| InvestKnowledge | 0 | Other | Other | Client | Suitability | 6/14/2013 | |||||||||
| InvestKnowledge | 1 | None | None | Client | Suitability | 6/14/2013 | |||||||||
| InvestKnowledge | 2 | Limited | Limited | Client | Suitability | 6/14/2013 | |||||||||
| InvestKnowledge | 3 | Moderate | Moderate | Client | Suitability | 6/14/2013 | |||||||||
| InvestKnowledge | 4 | Extensive | Extensive | Client | Suitability | 6/14/2013 | |||||||||
| JointFinancials | 1 | Yes | Yes | Client | Suitability | 12/13/2022 | |||||||||
| JointFinancials | No | No | No | Client | Suitability | 12/13/2022 | |||||||||
| JointFinancials | Yes | Yes | Yes | Client | Suitability | 12/13/2022 | |||||||||
| LiquidAssets.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| LiquidityNeeds.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| MajorAge | 1 | Yes | Yes | Client | Suitability | 12/13/2022 | |||||||||
| MajorAge | No | No | No | Client | Suitability | 12/13/2022 | |||||||||
| MajorAge | Yes | Yes | Yes | Client | Suitability | 12/13/2022 | |||||||||
| MajorAge | 1 | Yes | Yes | Client | Suitability | 12/13/2022 | |||||||||
| MajorAge | No | No | No | Client | Suitability | 12/13/2022 | |||||||||
| MajorAge | Yes | Yes | Yes | Client | Suitability | 12/13/2022 | |||||||||
| NetWorth.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| OtherBrokAccts | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| OtherBrokAccts | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| OtherBrokAccts | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| PoliticalOfficial | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| PoliticalOfficial | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| PoliticalOfficial | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| PortObj | 0 | Other | Other | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 1 | Income | Income | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 10 | Income - Conservative | Conservative/Low Risk Income | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 11 | Income - Moderate | Moderate/Medium Risk Income | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 12 | Income - Aggressive | Aggressive/High Risk Income | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 13 | Growth - Conservative | Conservative/Low Risk Growth | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 14 | Growth - Moderate | Moderate/Medium Risk Growth | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 15 | Growth - Aggressive | Aggressive/High Risk Growth | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 16 | Total Return - Conservative | Conservative/Low Risk Total Return | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 17 | Total Return - Moderate | Moderate/Medium Risk Total Return | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 18 | Total Return - Aggressive | Aggressive/High Risk Total Return | Client | Suitability | 9/23/2005 | |||||||||
| PortObj | 19 | Growth & Income - Conservative | Growth & Income - Conservative | Client | Suitability | 7/18/2014 | |||||||||
| PortObj | 2 | Long-Term Growth | Long-Term Growth | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 20 | Growth & Income - Moderate | Growth & Income - Moderate | Client | Suitability | 7/18/2014 | |||||||||
| PortObj | 21 | Growth & Income - Aggressive | Growth & Income - Aggressive | Client | Suitability | 7/18/2014 | |||||||||
| PortObj | 3 | Short-Term Growth | Short-Term Growth | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 4 | Capital Preservation | Capital Preservation | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 5 | Capital Appreciation | Capital Appreciation | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 6 | Trading Profits | Trading Profits | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 7 | Speculation | Speculation | Client | Suitability | 6/9/2005 | |||||||||
| PortObj | 8 | Tax Advantaged | Tax Advantaged | Client | Suitability | 8/12/2005 | |||||||||
| PortObj | 9 | Growth & Income | Growth & Income | Client | Suitability | 8/12/2005 | |||||||||
| PortTimeHoriz | 0 | Other | Other | Client | Suitability | 6/9/2005 | |||||||||
| PortTimeHoriz | 1 | Short-Term | Short-Term | Client | Suitability | 6/9/2005 | |||||||||
| PortTimeHoriz | 2 | Intermediate-Term | Intermediate-Term | Client | Suitability | 6/9/2005 | |||||||||
| PortTimeHoriz | 3 | Long-Term | Long-Term | Client | Suitability | 6/9/2005 | |||||||||
| PortTimeHoriz | 4 | Combination | Combination | Client | Suitability | 6/9/2005 | |||||||||
| PortTimeHoriz | 5 | Near Term | Near Term | Client | Suitability | 7/18/2014 | |||||||||
| PortTimeHoriz | 6 | Very Short | Very Short | Client | Suitability | 7/18/2014 | |||||||||
| PublicCo | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| PublicCo | No | No | No | Client | Suitability | 12/5/2022 | |||||||||
| PublicCo | Yes | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| PublicCoMember | 1 | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| PublicCoMember | No | No | No | Client | Suitability | 12/20/2023 | |||||||||
| PublicCoMember | Yes | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| RealEstateAssets.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| RiskTolerance | 0 | Other | Other | Client | Suitability | 6/9/2005 | |||||||||
| RiskTolerance | 1 | Low / Conservative | Low / Conservative | Client | Suitability | 6/9/2005 | |||||||||
| RiskTolerance | 2 | Medium / Moderate | Medium / Moderate | Client | Suitability | 6/9/2005 | |||||||||
| RiskTolerance | 3 | High / Aggressive | High / Aggressive | Client | Suitability | 6/9/2005 | |||||||||
| RiskTolerance | 4 | Speculation | Speculation | Client | Suitability | 6/9/2005 | |||||||||
| RiskTolerance | 5 | Moderate / Aggressive | Medium-High | Client | Suitability | 6/9/2005 | |||||||||
| RiskTolerance | 6 | Conservative / Moderate | Conservative / Moderate | Client | Suitability | 5/7/2006 | |||||||||
| UnearnedIncome.Type | 1 | Yes | Yes | Client | Suitability | 12/5/2022 | |||||||||
| USRegBD | 1 | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| USRegBD | No | No | No | Client | Suitability | 12/20/2023 | |||||||||
| USRegBD | Yes | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| USRegIA | 1 | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| USRegIA | No | No | No | Client | Suitability | 12/20/2023 | |||||||||
| USRegIA | Yes | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| USRegIC | 1 | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| USRegIC | No | No | No | Client | Suitability | 12/20/2023 | |||||||||
| USRegIC | Yes | Yes | Yes | Client | Suitability | 12/20/2023 | |||||||||
| WealthSourceCapitalGains | 1 | Wealth Source Capital Gains | Wealth Source Capital Gains | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceDispositionAssets | 1 | Wealth Source Disposition of Assets | Wealth Source Disposition of Assets | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceFamilyInheritance | 1 | Wealth Source Family, Relatives, Inheritance | Wealth Source Family, Relatives, Inheritance | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceGambling | 1 | Wealth Source Gambling | Wealth Source Gambling | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceGifts | 1 | Wealth Source Gifts | Wealth Source Gifts | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceInvention | 1 | Wealth Source Invention, Patent | Wealth Source Invention, Patent | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceInvestorAssetsContribution | 1 | Wealth Source Investor Assets Contribution | Wealth Source Investor Assets Contribution | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceLitigationAward | 1 | Wealth Source Litigation Award | Wealth Source Litigation Award | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceLottery | 1 | Wealth Source Lottery | Wealth Source Lottery | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceOrgIncome | 1 | Wealth Source Organization Income | Wealth Source Organization Income | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceOrgOffering | 1 | Wealth Source Organization Offering | Wealth Source Organization Offering | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourcePrivatePlacement | 1 | Wealth Source Private Placement | Wealth Source Private Placement | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceSalary | 1 | Wealth Source Salary, Wages, Savings | Wealth Source Salary, Wages, Savings | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceSale | 1 | Wealth Source Sale of Property or Business | Wealth Source Sale of Property or Business | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceSaleProperty | 1 | Wealth Source Sale of Property | Wealth Source Sale of Property | Client | Suitability | 8/16/2023 | |||||||||
| WealthSourceSSBenefits | 1 | Wealth Source Social Security Benefits | Wealth Source Social Security Benefits | Client | Suitability | 8/16/2023 |
...