Lookup Value List
- Cheryl Dillon (Unlicensed)
- Jared Lawrence
- Richard Walker
Owned by Cheryl Dillon (Unlicensed)
For the Quik! Field Names below that are used in checkboxes and radio-buttons, the Field Value is what determines if the checkbox is checked. To prefill a checkbox, set the Field Value to the number that corresponds to the Field Value Name you want to be checked on the form. For example, for the Account Open Method (AcctOpenMethod), set the field value to "2" to check the checkbox that is aligned with the "Pershing Platform" option on the form.
| QuikFieldName | FieldValue | FieldValueName | FieldValueDesc | DataSetType | Category | LastUpdate |
|---|---|---|---|---|---|---|
| 529PlanType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| 529PlanType | 1 | CollegeAmerica (American Funds) | CollegeAmerica (American Funds) | Acct | Account | 3/18/20 12:06 PM |
| 529PlanType | 2 | John Hancock Freedom 529 | John Hancock Freedom 529 | Acct | Account | 3/18/20 12:06 PM |
| 529PlanType | 3 | NFS (Fidelity) | National Financial Services (Fidelity) | Acct | Account | 5/12/23 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 | 9/7/23 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 | 9/7/23 3:03 PM |
| AcctOpenMethod | 0 | Other | Other | Acct | Account | 6/22/07 12:00 AM |
| AcctOpenMethod | 1 | Phone | Opened account over the phone | Acct | Account | 6/22/07 12:00 AM |
| AcctOpenMethod | 2 | Pershing Platform | Pershing NetExchange Pro or other platform | Acct | Account | 6/22/07 12:00 AM |
| AcctOpenMethod | 3 | Fidelity Platform | NFS Streetscape or other Fidelity platform | Acct | Account | 6/22/07 12:00 AM |
| AcctPurpose | 0 | Other | Other | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 1 | New Registration | New Registration | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 10 | Retirement Planning | Retirement Planning | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 11 | Educational | Educational | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 12 | Income Replacement | Income Replacement | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 13 | Savings | Savings | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 14 | Spouse Insurance | Spouse Insurance | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 15 | Guarantee Insurability | Guarantee Insurability | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 16 | Key-Person | Key-Person | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 17 | Cover Debt | Cover Debt | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 18 | Section 303 | Section 303 | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 19 | Deferred | Deferred | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 2 | Account Update | Account Update | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 20 | Generate Income | Generate Income | Acct | Account | 8/6/14 4:10 PM |
| AcctPurpose | 21 | Accumulate Wealth | Accumulate Wealth | Acct | Account | 8/6/14 4:10 PM |
| AcctPurpose | 22 | Preserve Wealth | Preserve Wealth | Acct | Account | 8/6/14 4:10 PM |
| AcctPurpose | 23 | Speculation | Speculation | Acct | Account | 8/6/14 4:10 PM |
| AcctPurpose | 3 | Investment Advisory | Investement Advisory | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 4 | Brokerage Account | Brokerage Account | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 5 | Personal | Personal | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 6 | Business | Business | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 7 | Mortgage | Mortgage | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 8 | Profit Sharing | Profit Sharing | Acct | Account | 11/30/06 12:00 AM |
| AcctPurpose | 9 | Fund IRA | Fund IRA | Acct | Account | 11/30/06 12:00 AM |
| AcctPurposeBusCash | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusCash | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusCash | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusOperation | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusOperation | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusOperation | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusPayroll | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusPayroll | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeBusPayroll | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeDistTrustAssets | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeDistTrustAssets | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeDistTrustAssets | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeGeneralInv | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeGeneralInv | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeGeneralInv | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvBusRevenue | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvBusRevenue | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvBusRevenue | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvCollege | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvCollege | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvCollege | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvEstatePlanning | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvEstatePlanning | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvEstatePlanning | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvPooledAssets | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvPooledAssets | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvPooledAssets | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvRetirement | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvRetirement | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvRetirement | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTaxBenefits | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTaxBenefits | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTaxBenefits | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTaxPlanning | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTaxPlanning | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTaxPlanning | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTrustAssets | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTrustAssets | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposeInvTrustAssets | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposePaymentTrustExpenses | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposePaymentTrustExpenses | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposePaymentTrustExpenses | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposePaymentTteComp | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposePaymentTteComp | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| AcctPurposePaymentTteComp | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| AcctSrcOfFunds | 0 | Other | Other | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 1 | Income from Earnings | Income from Earnings / Business Revenue | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 10 | Insurance Proceeds | Insurance Proceeds | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 11 | Asset Appreciation | Asset Appreciation | Acct | Account | 8/2/06 12:00 AM |
| AcctSrcOfFunds | 12 | Sale of Assets | Sale of Assets | Acct | Account | 8/2/06 12:00 AM |
| AcctSrcOfFunds | 13 | Savings from Earnings | Savings from Earnings | Acct | Account | 8/2/06 12:00 AM |
| AcctSrcOfFunds | 14 | 1035 Exchange | 1035 Exchange | Acct | Account | 11/13/06 12:00 AM |
| AcctSrcOfFunds | 15 | Change of Broker/Dealer | Change of Broker/Dealer | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 16 | Mutual Funds | Mutual Funds | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 17 | Variable Annuity | Variable Annuity | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 18 | CD or Money Market | CD or Money Market | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 19 | Stocks/Bonds | Stocks/Bonds | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 2 | Investment Proceeds | Investment Proceeds | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 20 | Sale of Residence | Sale of Residence | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 21 | Sale of Real Estate | Sale of Real Estate | Acct | Account | 7/20/07 12:00 AM |
| AcctSrcOfFunds | 22 | Social Security | Social Security income | Acct | Account | 8/15/19 9:11 AM |
| AcctSrcOfFunds | 23 | Accounts Receivable | Accounts Receivable | Acct | Account | 3/18/20 12:06 PM |
| AcctSrcOfFunds | 24 | Alimony | Alimony | Acct | Account | 3/18/20 12:06 PM |
| AcctSrcOfFunds | 25 | Rollover | Rollover | Acct | Account | 3/18/20 12:06 PM |
| AcctSrcOfFunds | 26 | Rental Income | Rental Income | Acct | Account | 3/18/20 12:06 PM |
| AcctSrcOfFunds | 27 | Business Revenue | Business Revenue | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 28 | QRP Rollover | QRP Rollover | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 29 | Tax Refund | Tax Refund | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 3 | Gift | Gift | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 30 | Sale of Assets: Alternative Investment | Sale of Assets: Alternative Investment | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 31 | Donations | Donations | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 32 | Loan Proceeds | Loan Proceeds | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 33 | Transfer in Kind/Journal | Transfer in Kind/Journal | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 34 | Credit/Margin | Credit/Margin | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 35 | Sale of Assets: UIT | Sale of Assets: UIT | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 36 | Sale of Assets: Annuity | Sale of Assets: Annuity | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 37 | Sale of Assets: Mutual Fund/529 | Sale of Assets: Mutual Fund/529 | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 38 | Sale of Assets: Other | Sale of Assets: Other | Acct | Account | 6/30/21 3:37 PM |
| AcctSrcOfFunds | 4 | Sale of Business | Sale of Business | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 5 | Inheritance | Inheritance | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 6 | Legal Settlement | Legal Settlement | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 7 | Pension / IRA / Retirment Savings | Pension / IRA / Retirment Savings | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 8 | Spouse / Parent | Spouse / Parent | Acct | Account | 6/9/05 12:00 AM |
| AcctSrcOfFunds | 9 | Lottery / Gaming | Lottery / Gaming | Acct | Account | 6/9/05 12:00 AM |
| AcctStatements | 0 | Other | Other | Acct | Account | 8/3/16 10:35 AM |
| AcctStatements | 1 | Electronic | Monthly Electronic Statements | Acct | Account | 8/3/16 10:35 AM |
| AcctStatements | 2 | Paper | Monthly Paper Statements | Acct | Account | 8/3/16 10:35 AM |
| AcctTransferType | 1 | Direct Mutual Fund | Direct Mutual Fund | Acct | Account | 5/12/23 3:20 PM |
| AcctTransferType | 2 | Full | Full | Acct | Account | 5/12/23 3:20 PM |
| AcctTransferType | 3 | Partial | Partial | Acct | Account | 5/12/23 3:20 PM |
| AcctTransferType | 4 | Full DRS/DRIP | Full DRS/DRIP | Acct | Account | 5/12/23 3:20 PM |
| AcctTransferType | 5 | Partial DRS/DRIP | Partial DRS/DRIP | Acct | Account | 5/12/23 3:20 PM |
| AcctType | 0 | Other | Other | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 1 | Cash | Cash | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 2 | Margin | Margin | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 3 | Option | Option | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 4 | Asset Management | Asset Management | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 5 | Retirement | Retirement | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 6 | Institutional | Institutional | Acct | Account | 6/9/05 12:00 AM |
| AcctType | 7 | Omnibus | Omnibus | Acct | Account | 4/6/06 12:00 AM |
| AcctType | 8 | Retail | Retail | Acct | Account | 10/11/06 12:00 AM |
| AcctType | 9 | Fee-Based | Fee-based account management | Acct | Account | 10/11/06 12:00 AM |
| ACHTransType | 1 | Electronic Fund Transfer (EFT) | Electronic Fund Transfer (EFT) | Acct | Account | 9/7/23 3:03 PM |
| ACHTransType | 2 | Recurring Contributions | Recurring Contributions | Acct | Account | 9/7/23 3:03 PM |
| AddAdditionalAcctReport | 1 | Please add my Additional Account to the Report | Please add my Additional Account to the Report | Acct | Account | 8/9/23 3:41 PM |
| AdditionalAcctType | 1 | Open a new account as my Additional Account | Open a new account as my Additional Account | Acct | Account | 8/9/23 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 | 8/9/23 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 | 8/9/23 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 | 8/9/23 3:41 PM |
| AdditionalParticipantType | 1 | Owner (or partner) | Owner (or partner) | Acct | Account | 9/7/23 3:03 PM |
| AdditionalParticipantType | 2 | Spouse (of owner of partner) | Spouse (of owner of partner) | Acct | Account | 9/7/23 3:03 PM |
| AddMargin | 1 | Add Margin | Add Margin | Acct | Account | 8/14/23 3:13 PM |
| AddtlPrivileges | 1 | Investment Advisor Agent | Investment Advisor Agent | Acct | Account | 8/14/23 3:13 PM |
| AddtlPrivileges | 2 | Professional Account Manager | Professional Account Manager | Acct | Account | 8/14/23 3:13 PM |
| AddtlPrivileges | 3 | Dual Professional Account Manager and Agent | Dual Professional Account Manager and Agent | Acct | Account | 8/14/23 3:13 PM |
| AllocationFormula | 1 | Pro Rata Formula | Pro Rata Formula | Acct | Account | 8/14/23 3:13 PM |
| AllocationFormula | 2 | Flat Follar Formula | Flat Follar Formula | Acct | Account | 8/14/23 3:13 PM |
| AllocationFormula | 3 | Integrated Formula | Integrated Formula | Acct | Account | 8/14/23 3:13 PM |
| AnnualIncrease | 1 | Annual Increase | Annual Increase | Acct | Account | 9/7/23 3:03 PM |
| AppointInvAdv | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| AppointInvAdv | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| AppointInvAdv | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| AppointInvAdvInfo | 1 | Should | Should | Acct | Account | 12/5/22 3:58 PM |
| AppointInvAdvInfo | 2 | Should Not | Should Not | Acct | Account | 12/5/22 3:58 PM |
| AuthElectiveDeferrals | No | No | No | Acct | Account | 9/7/23 3:03 PM |
| AuthElectiveDeferrals | Yes | Yes | Yes | Acct | Account | 9/7/23 3:03 PM |
| AuthorizationLevel | 1 | Level 1 – Account Inquiry Access | Level 1 – Account Inquiry Access | Acct | Account | 9/7/23 3:03 PM |
| AuthorizationLevel | 2 | Level 2 – Account Inquiry Access, Contributions, and Exchanges | Level 2 – Account Inquiry Access, Contributions, and Exchanges | Acct | Account | 9/7/23 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 | 9/7/23 3:03 PM |
| BeneDesigType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| BeneDesigType | 1 | Designation of Beneficiary | Designation of Beneficiary | Acct | Account | 3/18/20 12:06 PM |
| BeneDesigType | 2 | Change of Beneficiary | Change of Beneficiary | Acct | Account | 3/18/20 12:06 PM |
| BrokerageType | 1 | Cash | Cash | Acct | Account | 4/10/24 8:21 AM |
| BrokerageType | 2 | Margin | Margin | Acct | Account | 4/10/24 8:21 AM |
| CashFeaturesProgram | 1 | Schwab U.S. Dollar Liquid Assets Fund | Schwab U.S. Dollar Liquid Assets Fund | Acct | Account | 8/14/23 3:13 PM |
| CashFeaturesProgram | 2 | Schwab One Interest feature | Schwab One Interest feature | Acct | Account | 8/14/23 3:13 PM |
| CheckingActivity | 1 | Less than 5 times per month | Less than 5 times per month | Acct | Account | 8/9/23 3:41 PM |
| CheckingActivity | 2 | 5 to 10 times per month | 5 to 10 times per month | Acct | Account | 8/9/23 3:41 PM |
| CheckingActivity | 3 | 11 to 20 times per month | 11 to 20 times per month | Acct | Account | 8/9/23 3:41 PM |
| CheckingActivity | 4 | More than 20 times per month | More than 20 times per month | Acct | Account | 8/9/23 3:41 PM |
| CheckingActivity | 5 | Less than 15 times per month | Less than 15 times per month | Acct | Account | 11/10/23 7:07 AM |
| CheckingActivity | 6 | 15 to 30 times per month | 15 to 30 times per month | Acct | Account | 11/10/23 7:07 AM |
| CheckingActivity | 7 | 31 to 45 times per month | 31 to 45 times per month | Acct | Account | 11/10/23 7:07 AM |
| CheckingActivity | 8 | More than 45 times per month | More than 45 times per month | Acct | Account | 11/10/23 7:07 AM |
| CheckingOrder | 0 | Other | Other | Acct | Account | 5/25/22 2:55 PM |
| CheckingOrder | 1 | Checks | Checks | Acct | Account | 5/25/22 2:55 PM |
| CheckingOrder | 2 | Checks with one Visa | Checks with one Visa | Acct | Account | 5/25/22 2:55 PM |
| CheckingOrder | 3 | Checks with two Visas | Checks with two Visas | Acct | Account | 5/25/22 2:55 PM |
| CheckingOrder | 4 | Checks with one Mastercard | Checks with one Mastercard | Acct | Account | 5/25/22 2:55 PM |
| CheckingOrder | 5 | Checks with two Mastercards | Checks with two Mastercards | Acct | Account | 5/25/22 2:55 PM |
| CheckingPreferences | 1 | Schwab One Checks for Organizations | Schwab One Checks for Organizations | Acct | Account | 8/9/23 3:41 PM |
| CheckingPreferences | 2 | Schwab One Checks for Sole Proprietorships | Schwab One Checks for Sole Proprietorships | Acct | Account | 8/9/23 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 | 8/9/23 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 | 8/14/23 3:13 PM |
| CheckingPreferences | 5 | Schwab Bank High Yield Investor Checking account | Schwab Bank High Yield Investor Checking account | Acct | Account | 8/14/23 3:13 PM |
| CheckVisa | 1 | Checks only | Checks only | Acct | Account | 8/14/23 3:13 PM |
| CheckVisa | 2 | Checks and one Visa debit card | Checks and one Visa debit card | Acct | Account | 8/14/23 3:13 PM |
| CheckVisa | 3 | Checks and two Visa debit cards | Checks and two Visa debit cards | Acct | Account | 8/14/23 3:13 PM |
| ClearingFirmType | 0 | Other | Other | Acct | Account | 6/22/07 12:00 AM |
| ClearingFirmType | 1 | Direct | Accounts held directly at third party companies | Acct | Account | 6/22/07 12:00 AM |
| ClearingFirmType | 2 | Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/07 12:00 AM |
| ClearingFirmType | 3 | Pershing Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/07 12:00 AM |
| ClearingFirmType | 4 | NFS Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/07 12:00 AM |
| ClearingFirmType | 5 | Non-Brokerage | Accounts held at a brokerage | Acct | Account | 6/22/07 12:00 AM |
| ContributionFormula | 1 | Discretionary | Discretionary | Acct | Account | 8/14/23 3:13 PM |
| ContributionFormula | 2 | Fixed Percent of Profits Formula | Fixed Percent of Profits Formula | Acct | Account | 8/14/23 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 | 8/14/23 3:13 PM |
| CorporateReorgCoupons | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| CorporateReorgCoupons | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/23 3:41 PM |
| CorporateReorgInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| CorporateReorgInfoCopies | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/23 3:41 PM |
| CorporateReorgInfoCopies | 3 | None | None | Acct | Account | 8/9/23 3:41 PM |
| CoveredByERISA | No | No | No | Acct | Account | 4/10/24 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 | 10/29/10 12:00 PM |
| DeathBeneOption | 2 | Increasing | Death benefit amount increases over time | Acct | Account | 10/29/10 12:00 PM |
| DispMethod | 0 | Other | Other | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 3 | High Cost | High Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 7 | Low Cost | Low Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethod | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 0 | Other | Other | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 10 | Minimize Short-Term Gains | Minimize Short-Term Gains | Acct | Account | 3/18/20 12:06 PM |
| DispMethodEquity | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 3 | High Cost | High Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 7 | Low Cost | Low Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodEquity | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 0 | Other | Other | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 10 | Minimize Short-Term Gains | Minimize Short-Term Gains | Acct | Account | 3/18/20 12:06 PM |
| DispMethodMF | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 3 | High Cost | High Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 7 | Low Cost | Low Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodMF | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 0 | Other | Other | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 10 | Minimize Short-Term Gains | Minimize Short-Term Gains | Acct | Account | 3/18/20 12:06 PM |
| DispMethodOther | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 3 | High Cost | High Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 7 | Low Cost | Low Cost | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account | 6/14/13 5:00 PM |
| DispMethodOther | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account | 6/14/13 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 | 8/9/23 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 | 9/7/23 3:03 PM |
| ElectiveDeferralsType | 2 | Fill in the date | Fill in the date | Acct | Account | 9/7/23 3:03 PM |
| ElectronicBillPayment | 1 | Do NOT add electronic bill payment | Do NOT add electronic bill payment | Acct | Account | 8/14/23 3:13 PM |
| EligibilityServiceRequirementType | 1 | No eligibility service required | No eligibility service required | Acct | Account | 9/7/23 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 | 9/7/23 3:03 PM |
| EligibilityServiceRequirementType | 3 | After completing one Year of Eligibility Service | After completing one Year of Eligibility Service | Acct | Account | 9/7/23 3:03 PM |
| EligibleEmployedSuboptionType | 1 | All Employees | All Employees | Acct | Account | 9/7/23 3:03 PM |
| EligibleEmployedSuboptionType | 2 | Employees who are | Employees who are | Acct | Account | 9/7/23 3:03 PM |
| EligibleEmployedType | 1 | An Employee employed on Specific Date | An Employee employed on Specific Date | Acct | Account | 9/7/23 3:03 PM |
| EligibleEmployedType | 2 | Not Applicable | Not Applicable | Acct | Account | 9/7/23 3:03 PM |
| EligReqCollectiveBargain | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| EligReqCollectiveBargain | 1 | Includes | Includes | Acct | Account | 3/18/20 12:06 PM |
| EligReqCollectiveBargain | 2 | Does not include | Does not include | Acct | Account | 3/18/20 12:06 PM |
| EligReqMinComp | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| EligReqMinComp | 1 | Includes | Includes | Acct | Account | 3/18/20 12:06 PM |
| EligReqMinComp | 2 | Does not include | Does not include | Acct | Account | 3/18/20 12:06 PM |
| EligReqNonRes | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| EligReqNonRes | 1 | Includes | Includes | Acct | Account | 3/18/20 12:06 PM |
| EligReqNonRes | 2 | Does not include | Does not include | Acct | Account | 3/18/20 12:06 PM |
| EntryDateSuboptionType | 1 | The specified date above | The specified date above | Acct | Account | 9/7/23 3:03 PM |
| EntryDateSuboptionType | 2 | Specify a month, day, and year | Specify a month, day, and year | Acct | Account | 9/7/23 3:03 PM |
| EstablishSchwabAcct | 1 | Open a new Schwab One Trust account | Open a new Schwab One Trust account | Acct | Account | 8/14/23 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 | 8/14/23 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 | 8/14/23 3:13 PM |
| EstablishSchwabAcct | 4 | Open a new Schwab One International Trust account | Open a new Schwab One International Trust account | Acct | Account | 8/14/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 3:13 PM |
| ExemptStatus | 0 | Other | Other | Acct | Account | 5/20/16 1:19 PM |
| ExemptStatus | 1 | Exempt | Exempt | Acct | Account | 5/20/16 1:19 PM |
| ExemptStatus | 2 | Non-Exempt | Non-Exempt | Acct | Account | 5/20/16 1:19 PM |
| FedTaxClassType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| FedTaxClassType | 1 | Individual/Sole Proprietor or Single-Member LLC | Individual/Sole Proprietor or Single-Member LLC | Acct | Account | 3/18/20 12:06 PM |
| FedTaxClassType | 2 | C Corporation | C Corporation | Acct | Account | 3/18/20 12:06 PM |
| FedTaxClassType | 3 | S Corporation | S Corporation | Acct | Account | 3/18/20 12:06 PM |
| FedTaxClassType | 4 | Partnership | Partnership | Acct | Account | 3/18/20 12:06 PM |
| FedTaxClassType | 5 | Trust/Estate | Trust/Estate | Acct | Account | 3/18/20 12:06 PM |
| FedTaxClassType | 6 | Limited Liability Company | Limited Liability Company | Acct | Account | 3/18/20 12:06 PM |
| FeePayAuth | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| FeeType | 1 | Commission | Commission | Acct | Account | 5/4/16 6:07 PM |
| FeeType | 2 | Fee | Fee | Acct | Account | 5/4/16 6:07 PM |
| FidelityCustodianType | 0 | Other | Other | Acct | Account | 5/12/23 3:20 PM |
| ForeignBank | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBank | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| ForeignBank | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankCentral | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankCentral | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankCentral | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankNonCoop | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankNonCoop | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankNonCoop | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankOffshore | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankOffshore | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankOffshore | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankSection311 | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankSection311 | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| ForeignBankSection311 | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignFinInst | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ForeignFinInst | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| ForeignFinInst | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| FrozenPlanType | 1 | This is a frozen Plan | This is a frozen Plan | Acct | Account | 9/7/23 3:03 PM |
| FullDRSDRIPType | 1 | Sell fractions and close account | Sell fractions and close account | Acct | Account | 5/12/23 3:20 PM |
| FullDRSDRIPType | 2 | Transfer all full shares only | Transfer all full shares only | Acct | Account | 5/12/23 3:20 PM |
| FullTransferType | 1 | Transfer all assets in kind | Transfer all assets in kind | Acct | Account | 5/12/23 3:20 PM |
| FullTransferType | 2 | Liquidate all assets | Liquidate all assets | Acct | Account | 5/12/23 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 | 5/12/23 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 | 5/12/23 3:20 PM |
| FullTransferType | 5 | Liquidate CD upon maturity and transfer cash | Liquidate CD upon maturity and transfer cash | Acct | Account | 5/12/23 3:20 PM |
| FundSchwabOneIntTrustAcct | 1 | A check or money order | A check or money order | Acct | Account | 8/14/23 3:13 PM |
| FundSchwabOneIntTrustAcct | 2 | Transfer funds from another financial institution | Transfer funds from another financial institution | Acct | Account | 8/14/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 3:13 PM |
| GiftManner | 0 | Other | Other | Acct | Account | 10/11/06 12:00 AM |
| GiftManner | 1 | Trust | Trust | Acct | Account | 10/11/06 12:00 AM |
| GiftManner | 2 | Will | Will | Acct | Account | 10/11/06 12:00 AM |
| GiftManner | 3 | Gift | Created by gift | Acct | Account | 10/11/06 12:00 AM |
| GiftManner | 4 | Appointment | Exercise by appointment | Acct | Account | 10/11/06 12:00 AM |
| GiftManner | 5 | Transfer | Transfer by fiduciary or obligor | Acct | Account | 10/11/06 12:00 AM |
| IACommunications | No | No | No | Acct | Account | 8/9/23 3:41 PM |
| IACommunications | Yes | Yes | Yes | Acct | Account | 8/9/23 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 | 8/14/23 3:13 PM |
| InheritingAcctType | 2 | Roth IRA (includes Inherited Roth IRA) | Roth IRA (includes Inherited Roth IRA) | Acct | Account | 8/14/23 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 | 8/14/23 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 | 8/14/23 3:13 PM |
| InitAcctSrcOfFunds | 0 | Other | Other | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 1 | Income from Earnings | Income from Earnings / Business Revenue | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 10 | Insurance Proceeds | Insurance Proceeds | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 11 | Asset Appreciation | Asset Appreciation | Acct | Account | 8/2/06 12:00 AM |
| InitAcctSrcOfFunds | 12 | Sale of Assets | Sale of Assets | Acct | Account | 8/2/06 12:00 AM |
| InitAcctSrcOfFunds | 13 | Savings from Earnings | Savings from Earnings | Acct | Account | 8/2/06 12:00 AM |
| InitAcctSrcOfFunds | 14 | 1035 Exchange | 1035 Exchange | Acct | Account | 11/13/06 12:00 AM |
| InitAcctSrcOfFunds | 15 | Change of Broker/Dealer | Change of Broker/Dealer | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 16 | Mutual Funds | Mutual Funds | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 17 | Variable Annuity | Variable Annuity | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 18 | CD or Money Market | CD or Money Market | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 19 | Stocks/Bonds | Stocks/Bonds | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 2 | Investment Proceeds | Investment Proceeds | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 20 | Sale of Residence | Sale of Residence | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 21 | Sale of Real Estate | Sale of Real Estate | Acct | Account | 7/20/07 12:00 AM |
| InitAcctSrcOfFunds | 22 | Social Security | Social Security income | Acct | Account | 8/17/19 9:11 AM |
| InitAcctSrcOfFunds | 23 | Accounts Receivable | Accounts Receivable | Acct | Account | 3/18/20 12:06 PM |
| InitAcctSrcOfFunds | 24 | Alimony | Alimony | Acct | Account | 3/18/20 12:06 PM |
| InitAcctSrcOfFunds | 25 | Rollover | Rollover | Acct | Account | 3/18/20 12:06 PM |
| InitAcctSrcOfFunds | 26 | Rental Income | Rental Income | Acct | Account | 3/18/20 12:06 PM |
| InitAcctSrcOfFunds | 3 | Gift | Gift | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 4 | Sale of Business | Sale of Business | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 5 | Inheritance | Inheritance | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 6 | Legal Settlement | Legal Settlement | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 7 | Pension / IRA / Retirment Savings | Pension / IRA / Retirment Savings | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 8 | Spouse / Parent | Spouse / Parent | Acct | Account | 6/9/05 12:00 AM |
| InitAcctSrcOfFunds | 9 | Lottery / Gaming | Lottery / Gaming | Acct | Account | 6/9/05 12:00 AM |
| InstAcctAssetClass | 0 | Other | Other | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClass | 1 | Equities | Equities | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClass | 2 | Options | Options | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClass | 3 | Fixed Income | Fixed Income | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClass | 4 | Mutual Funds | Mutual Funds | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClass | 5 | Unit Investment Trust (UIT) | Unit Investment Trust (UIT) | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClass | 6 | Exchange Traded Funds (ETF) | Exchange Traded Funds (ETF) | Acct | Account | 6/14/13 5:00 PM |
| InstAcctAssetClassTypeEquities | 1 | Equities | Equities | Acct | Account | 2/21/24 12:56 PM |
| InstAcctAssetClassTypeETF | 1 | Exchange Traded Funds (ETF) | Exchange Traded Funds (ETF) | Acct | Account | 2/21/24 12:56 PM |
| InstAcctAssetClassTypeFI | 1 | Fixed Income | Fixed Income | Acct | Account | 2/21/24 12:56 PM |
| InstAcctAssetClassTypeMF | 1 | Mutual Funds | Mutual Funds | Acct | Account | 2/21/24 12:56 PM |
| InstAcctAssetClassTypeOptions | 1 | Options | Options | Acct | Account | 2/21/24 12:56 PM |
| InstAcctAssetClassTypeOther | 0 | Other | Other | Acct | Account | 2/21/24 12:56 PM |
| InstAcctAssetClassTypeUIT | 1 | Unit Investment Trusts (UIT) | Unit Investment Trusts (UIT) | Acct | Account | 2/21/24 12:56 PM |
| InstAcctDefn | 0 | Other Entity | Other Entity | Acct | Account | 6/14/13 5:00 PM |
| InstAcctDefn | 1 | None | None | Acct | Account | 6/14/13 5:00 PM |
| InstAcctDefn | 2 | Bank, Savings and Loan, Insurance, registered investment company | Bank, Savings and Loan, Insurance, registered investment company | Acct | Account | 6/14/13 5:00 PM |
| InstAcctDefn | 3 | Investment Advisor | Investment Advisor | Acct | Account | 6/14/13 5:00 PM |
| InstAcctSuitability | 0 | Other | Other | Acct | Account | 6/14/13 5:00 PM |
| InstAcctSuitability | 1 | Waived - All | Waived - All | Acct | Account | 6/14/13 5:00 PM |
| InstAcctSuitability | 2 | Accepted - Al | Accepted - Al | Acct | Account | 6/14/13 5:00 PM |
| InstAcctSuitability | 3 | Waived per asset class | Waived per asset class | Acct | Account | 6/14/13 5:00 PM |
| InstAcctSuitability | 4 | Determined at time of recommendation | Determined at time of recommendation | Acct | Account | 6/14/13 5:00 PM |
| IntegrationLevel | 1 | The Taxable Wage (TWB) | The Taxable Wage (TWB) | Acct | Account | 8/14/23 3:13 PM |
| IntegrationLevel | 2 | Percent of the Taxable Wage Base (TWB) | Percent of the Taxable Wage Base (TWB) | Acct | Account | 8/14/23 3:13 PM |
| InterimMailings | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| InterimMailings | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/23 3:41 PM |
| InterimMailings | 3 | Both Account Holder and IA (Advisor) | Both Account Holder and IA (Advisor) | Acct | Account | 8/9/23 3:41 PM |
| IRAAcctType | 0 | Other | Other | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 1 | Cash | Cash | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 10 | Participant | Participant | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 11 | Spousal | Spousal | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 12 | Guardian | Guardian | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 13 | Rollover | Rollover | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 14 | Rollover (Traditional IRA only) | Rollover (Traditional IRA only) | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 15 | Employer | Employer | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 16 | Employer (SEP IRA only) | Employer (SEP IRA only) | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 17 | Inherited | Inherited | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 18 | Individual | Individual | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 19 | Estate | Estate | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 2 | Margin | Margin | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 20 | Trust | Trust | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 21 | Charity | Charity | Acct | Account | 8/15/22 10:02 AM |
| IRAAcctType | 3 | Option | Option | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 4 | Asset Management | Asset Management | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 5 | Retirement | Retirement | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 6 | Institutional | Institutional | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 7 | Omnibus | Omnibus | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 8 | Retail | Retail | Acct | Account | 2/17/23 11:11 AM |
| IRAAcctType | 9 | Fee-Based | Fee-based account management | Acct | Account | 2/17/23 11:11 AM |
| IRAContribType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 1 | Participant Current Year | Participant Current Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 10 | Voluntary After Tax | Voluntary After Tax | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 2 | Employee Deferral Current Year | Employee Deferral Current Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 3 | Employee Deferral Prior Year | Employee Deferral Prior Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 4 | Employer Current Year | Employer Current Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 5 | Employer Prior Year | Employer Prior Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 6 | Employer Matching Current Year | Employer Matching Current Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 7 | Employer Matching Prior Year | Employer Matching Prior Year | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 8 | Qualified Matching | Qualified Matching | Acct | Account | 3/18/20 12:06 PM |
| IRAContribType | 9 | Qualified Non-Elective | Qualified Non-Elective | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 1 | Normal | Normal | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 10 | This is a conversion to a Roth IRA | This is a conversion to a Roth IRA | Acct | Account | 9/7/23 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 | 9/7/23 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 | 9/7/23 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 | 9/7/23 3:03 PM |
| IRADistReason | 2 | Early | Early | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 3 | SIMPLE IRA Early | SIMPLE IRA Early | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 4 | Education Savings Account | Education Savings Account | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 5 | Death | Death | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 6 | Direct Rollover to an Eligible Employer-Sponsored Plan | Direct Rollover to an Eligible Employer-Sponsored Plan | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 7 | Return of Excess Contribution for Tax Year | Return of Excess Contribution for Tax Year | Acct | Account | 3/18/20 12:06 PM |
| IRADistReason | 8 | This is a new distribution request. | This is a new distribution request. | Acct | Account | 9/7/23 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 | 9/7/23 3:03 PM |
| IRADistTransType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| IRADistTransType | 1 | Total Distribution | Total Distribution | Acct | Account | 3/18/20 12:06 PM |
| IRADistTransType | 2 | One-Time Partial Distribution | One-Time Partial Distribution | Acct | Account | 3/18/20 12:06 PM |
| IRADistTransType | 3 | Periodic Distributions | Periodic Distributions | Acct | Account | 3/18/20 12:06 PM |
| IrrevocableTrustType | 1 | GRAT | GRAT | Acct | Account | 8/14/23 3:13 PM |
| IrrevocableTrustType | 2 | CRUT | CRUT | Acct | Account | 8/14/23 3:13 PM |
| IrrevocableTrustType | 3 | CRAT | CRAT | Acct | Account | 8/14/23 3:13 PM |
| JournalType | 1 | Journal Entire Account | Journal Entire Account | Acct | Account | 8/9/23 3:41 PM |
| JournalType | 2 | Journal Cash | Journal Cash | Acct | Account | 8/9/23 3:41 PM |
| JournalType | 3 | Journal the Following Securities | Journal the Following Securities | Acct | Account | 8/9/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 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 | 8/14/23 3:13 PM |
| ManagedAcctType | 1 | Managed Account Select | Managed Account Select | Acct | Account | 8/14/23 3:13 PM |
| ManagedAcctType | 2 | Managed Account Access | Managed Account Access | Acct | Account | 8/14/23 3:13 PM |
| ManagedCorporateReorgCoupons | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ManagedCorporateReorgCoupons | 2 | Advisor | Advisor | Acct | Account | 8/9/23 3:41 PM |
| ManagedCorporateReorgCoupons | 3 | Manager | Manager | Acct | Account | 8/9/23 3:41 PM |
| ManagedCorporateReorgInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ManagedCorporateReorgInfoCopies | 2 | Advisor | Advisor | Acct | Account | 8/9/23 3:41 PM |
| ManagedCorporateReorgInfoCopies | 3 | Manager | Manager | Acct | Account | 8/9/23 3:41 PM |
| ManagedCorporateReorgInfoCopies | 4 | None | None | Acct | Account | 8/9/23 3:41 PM |
| ManagedInterimMailings | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ManagedInterimMailings | 2 | Advisor | Advisor | Acct | Account | 8/9/23 3:41 PM |
| ManagedInterimMailings | 3 | Manager | Manager | Acct | Account | 8/9/23 3:41 PM |
| ManagedInterimMailings | 4 | Both Account Holder and Advisor | Both Account Holder and Advisor | Acct | Account | 8/9/23 3:41 PM |
| ManagedInterimMailings | 5 | Both Account Holder and Manager | Both Account Holder and Manager | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingBallots | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingBallots | 2 | Advisor | Advisor | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingBallots | 3 | Manager | Manager | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingInfoCopies | 2 | Advisor | Advisor | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingInfoCopies | 3 | Manager | Manager | Acct | Account | 8/9/23 3:41 PM |
| ManagedProxyVotingInfoCopies | 4 | None | None | Acct | Account | 8/9/23 3:41 PM |
| ManagerAuth | 1 | Yes | Yes | Acct | Account | 4/11/23 2:29 PM |
| ManagerAuth | No | No | No | Acct | Account | 4/11/23 2:29 PM |
| ManagerAuth | Yes | Yes | Yes | Acct | Account | 4/11/23 2:29 PM |
| ManagerOptions | 1 | Open a new account | Open a new account | Acct | Account | 8/14/23 3:13 PM |
| ManagerOptions | 2 | Add a Manager to the following account number | Add a Manager to the following account number | Acct | Account | 8/14/23 3:13 PM |
| ManagerOptions | 3 | Replace the following Manager | Replace the following Manager | Acct | Account | 8/14/23 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 | 12/13/22 10:49 AM |
| NewAcct | 2 | Existing | Existing | Acct | Account | 2/15/23 11:59 AM |
| NewCustodianConfirmation | 1 | Pershing LLC accepts appointment as successor custodian | Pershing LLC accepts appointment as successor custodian | Acct | Account | 5/12/23 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 | 5/12/23 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 | 8/9/23 3:41 PM |
| NotifyType | 0 | Other | Other | Acct | Account | 8/6/14 4:16 PM |
| NotifyType | 1 | Statement | Statement | Acct | Account | 8/6/14 4:16 PM |
| NotifyType | 2 | Confirm | Confirm | Acct | Account | 8/6/14 4:16 PM |
| NotifyType | 3 | Proxy | Proxy | Acct | Account | 8/6/14 4:16 PM |
| ObjectionRelease | No | No | No | Acct | Account | 8/9/23 3:41 PM |
| ObjectionRelease | Yes | Yes | Yes | Acct | Account | 8/9/23 3:41 PM |
| OrgSharesType | 1 | Registered on the books of the organization | Registered on the books of the organization | Acct | Account | 8/16/23 11:02 AM |
| OrgSharesType | 2 | In bearer-share form | In bearer-share form | Acct | Account | 8/16/23 11:02 AM |
| OrgType | 1 | Incorporated Organization | Incorporated Organization | Acct | Account | 9/7/23 3:03 PM |
| OrgType | 2 | Non-Incorporated Organization | Non-Incorporated Organization | Acct | Account | 9/7/23 3:03 PM |
| OwnerRelationship | 0 | Other | Other | Acct | Account | 11/30/06 12:00 AM |
| OwnerRelationship | 1 | Married | Married | Acct | Account | 11/30/06 12:00 AM |
| OwnerRelationship | 2 | Partners | Partners | Acct | Account | 11/30/06 12:00 AM |
| OwnerRelationship | 3 | Friends | Friends | Acct | Account | 11/30/06 12:00 AM |
| Paperless | 1 | Yes, enroll in Paperless Documents | Yes, enroll in Paperless Documents | Acct | Account | 12/5/22 3:58 PM |
| Paperless | No | No, do not enroll in Paperless Documents | No, do not enroll in Paperless Documents | Acct | Account | 12/5/22 3:58 PM |
| Paperless | Yes | Yes, enroll in Paperless Documents | Yes, enroll in Paperless Documents | Acct | Account | 12/5/22 3:58 PM |
| PartialIRADistType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| PartialIRADistType | 1 | Gross | Gross | Acct | Account | 3/18/20 12:06 PM |
| PartialIRADistType | 2 | Net | Net | Acct | Account | 3/18/20 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 | 5/12/23 3:20 PM |
| PartialTransferType | 2 | Liquidate CD upon maturity and transfer cash | Liquidate CD upon maturity and transfer cash | Acct | Account | 5/12/23 3:20 PM |
| PlanDateType | 1 | New Plan Effective Date | New Plan Effective Date | Acct | Account | 9/7/23 3:03 PM |
| PlanDateType | 2 | Existing Plan Amendment or Restatement Date | Existing Plan Amendment or Restatement Date | Acct | Account | 9/7/23 3:03 PM |
| PlanDocIRA | 0 | Other | Other | Acct | Account | 7/20/07 12:00 AM |
| PlanDocIRA | 1 | Clearing Firm Adoption Agreement | Clearing Firm Adoption Agreement | Acct | Account | 7/20/07 12:00 AM |
| PlanDocIRA | 2 | Outside Custodian Agreement | Outside Custodian Agreement | Acct | Account | 7/20/07 12:00 AM |
| PlanEligType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| PlanEligType | 1 | Full Eligibility | Full Eligibility | Acct | Account | 3/18/20 12:06 PM |
| PlanEligType | 2 | Limited Eligibility | Limited Eligibility | Acct | Account | 3/18/20 12:06 PM |
| PrivateAcct | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| PrivateAcct | No | No | No | Acct | Account | 12/5/22 3:58 PM |
| PrivateAcct | Yes | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| ProgramType | 0 | Other | Other | Acct | Account | 5/19/20 9:35 AM |
| ProgramType | 1 | Advisor-directed | Advisor-directed | Acct | Account | 5/19/20 9:35 AM |
| ProgramType | 2 | CAAP | CAAP | Acct | Account | 5/19/20 9:35 AM |
| ProgramType | 3 | Team-directed | Team-directed | Acct | Account | 5/19/20 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 | 5/19/20 9:35 AM |
| ProgramType | 5 | CAAP Small Account Solutions | CAAP Small Account Solutions | Acct | Account | 5/19/20 9:35 AM |
| ProspectusDelivered | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| ProspectusDelivered | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| ProspectusDelivered | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| ProtectedBenefits | 1 | Protected Benefits and Prior Plan Document Provisions Attachment | Protected Benefits and Prior Plan Document Provisions Attachment | Acct | Account | 9/7/23 3:03 PM |
| ProxyVotingBallots | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ProxyVotingBallots | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/23 3:41 PM |
| ProxyVotingInfoCopies | 1 | Account Holder | Account Holder | Acct | Account | 8/9/23 3:41 PM |
| ProxyVotingInfoCopies | 2 | IA (Advisor) | IA (Advisor) | Acct | Account | 8/9/23 3:41 PM |
| ProxyVotingInfoCopies | 3 | None | None | Acct | Account | 8/9/23 3:41 PM |
| RegType | 0 | Other | Other | Acct | Account | 6/9/05 12:00 AM |
| RegType | 0 | Other (Second Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/09 2:49 PM |
| RegType | 0 | Other (Third Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/09 2:49 PM |
| RegType | 1 | Individual | Individual | Acct | Account | 6/9/05 12:00 AM |
| RegType | 10 | Transfer On Death - Joint | Transfer On Death - Joint | Acct | Account | 6/9/05 12:00 AM |
| RegType | 100 | Fiduciary Trust | Fiduciary Trust | Acct | Account | 12/18/09 2:46 PM |
| RegType | 101 | Inherited IRA | Inherited IRA | Acct | Account | 12/18/09 2:46 PM |
| RegType | 102 | Self-Directed IRA | Self-Directed IRA | Acct | Account | 12/18/09 2:46 PM |
| RegType | 103 | Spousal IRA | Spousal IRA | Acct | Account | 12/18/09 2:46 PM |
| RegType | 104 | Spousal Rollover IRA | Spousal Rollover IRA | Acct | Account | 12/18/09 2:46 PM |
| RegType | 105 | Custodial IRA Contributory | Custodial IRA Contributory | Acct | Account | 12/18/09 2:46 PM |
| RegType | 106 | Inherited Roth IRA | Inherited Roth IRA | Acct | Account | 12/18/09 2:46 PM |
| RegType | 107 | Qualified | Qualified, Retirement | Acct | Account | 12/18/09 2:46 PM |
| RegType | 108 | Non-Qualified | Non-Qualified, Non-IRA | Acct | Account | 12/18/09 2:46 PM |
| RegType | 109 | Retirement Plan Rollover | Retirement Plan Rollover | Acct | Account | 12/20/09 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 | 6/9/05 12:00 AM |
| RegType | 110 | Roth 403(b) | Roth 403(b) | Acct | Account | 11/13/12 4:00 PM |
| RegType | 111 | 401(a) | 401(a) | Acct | Account | 11/13/12 4:00 PM |
| RegType | 112 | Health Savings Account | Health Savings Account | Acct | Account | 11/13/12 4:00 PM |
| RegType | 113 | C Corporation | C Corporation | Acct | Account | 11/13/12 4:00 PM |
| RegType | 114 | Individual 529 Funded by UGMA/UTMA | Individual 529 Funded by UGMA/UTMA | Acct | Account | 11/13/12 4:00 PM |
| RegType | 115 | Participant 403(b) | Participant 403(b) | Acct | Account | 11/13/12 4:00 PM |
| RegType | 116 | Participant 403(b)7 | Participant 403(b)7 | Acct | Account | 11/13/12 4:00 PM |
| RegType | 117 | Group 403(b) | Group 403(b) | Acct | Account | 11/13/12 4:00 PM |
| RegType | 118 | Group 403(b)7 | Group 403(b)7 | Acct | Account | 11/13/12 4:00 PM |
| RegType | 119 | S Corporation | S Corporation | Acct | Account | 11/13/12 4:00 PM |
| RegType | 12 | Transfer On Death - Joint Tenants in Common | Transfer On Death - Joint Tenants in Common | Acct | Account | 6/9/05 12:00 AM |
| RegType | 120 | Disregarded Entity | Disregarded Entity | Acct | Account | 6/14/13 12:00 AM |
| RegType | 121 | Participant IRA | Participant IRA | Acct | Account | 1/9/14 12:05 PM |
| RegType | 122 | Guardian IRA | Guardian IRA | Acct | Account | 1/9/14 12:05 PM |
| RegType | 123 | Employer IRA | Employer IRA | Acct | Account | 1/9/14 12:05 PM |
| RegType | 124 | Individual Education | Education, 529, Coverdell, ESA Individual Account | Acct | Account | 1/9/14 12:05 PM |
| RegType | 125 | Trust Education | Education, 529, Coverdell, ESA Trust Account | Acct | Account | 1/9/14 12:05 PM |
| RegType | 126 | Rollover Education | Education, 529, Coverdell, ESA Rollover Account | Acct | Account | 1/9/14 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 | 7/18/14 3:52 PM |
| RegType | 128 | Limitied Liability Company C Corp | Limitied Liability Company C Corp | Acct | Account | 7/18/14 3:52 PM |
| RegType | 129 | Limitied Liability Company S Corp | Limitied Liability Company S Corp | Acct | Account | 7/18/14 3:52 PM |
| RegType | 13 | Transfer On Death - Joint Tenants in Entirety | Transfer On Death - Joint Tenants in Entirety | Acct | Account | 6/9/05 12:00 AM |
| RegType | 130 | Outside IRA | Outside IRA | Acct | Account | 7/18/14 3:52 PM |
| RegType | 131 | Church | Church | Acct | Account | 7/18/14 3:52 PM |
| RegType | 132 | 415(m) Plan | 415(m) Plan | Acct | Account | 7/18/14 3:52 PM |
| RegType | 133 | 403(b) ERISA | 403(b) ERISA - Title 1 | Acct | Account | 8/17/16 12:55 PM |
| RegType | 134 | 403(b) NON - ERISA | 403(b) NON - ERISA | Acct | Account | 7/18/14 3:52 PM |
| RegType | 135 | 72(t) | 72(t) | Acct | Account | 7/18/14 3:52 PM |
| RegType | 136 | 72(q) | 72(q) | Acct | Account | 7/18/14 3:52 PM |
| RegType | 137 | DPP | Direct Participation Program | Acct | Account | 2/26/15 12:00 AM |
| RegType | 138 | Variable Life | Variable Life | Acct | Account | 2/26/15 12:00 AM |
| RegType | 139 | Variable Annuity | Variable Annuity | Acct | Account | 2/26/15 12:00 AM |
| RegType | 14 | Transfer On Death - Joint Community Property | Transfer On Death - Joint Community Property | Acct | Account | 6/9/05 12:00 AM |
| RegType | 140 | Indexed Annuity | Indexed Annuity | Acct | Account | 2/26/15 12:00 AM |
| RegType | 141 | Fixed Annuity | Fixed Annuity | Acct | Account | 2/26/15 12:00 AM |
| RegType | 142 | Indexed Universal Life | Indexed Universal Life | Acct | Account | 2/26/15 12:00 AM |
| RegType | 143 | RMS | Retirement Management Services | Acct | Account | 2/26/15 12:00 AM |
| RegType | 144 | Margin | Margin | Acct | Account | 2/26/15 12:00 AM |
| RegType | 145 | Option | Option | Acct | Account | 2/26/15 12:00 AM |
| RegType | 146 | Brokerage Access | Brokerage Access | Acct | Account | 2/26/15 12:00 AM |
| RegType | 147 | Brokerage Portfolio | Brokerage Portfolio | Acct | Account | 2/26/15 12:00 AM |
| RegType | 148 | METrade | METrade | Acct | Account | 2/26/15 12:00 AM |
| RegType | 149 | Trust - Foundation | Trust - Foundation | Acct | Account | 8/6/15 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 | 6/9/05 12:00 AM |
| RegType | 150 | Roth 457 | After-tax Roth 457 | Acct | Account | 12/10/15 6:09 PM |
| RegType | 151 | After-tax savings (non-qualified) | After-tax savings (non-qualified) | Acct | Account | 12/10/15 6:09 PM |
| RegType | 152 | 457 Plan Roth | 457 Plan Roth | Acct | Account | 12/10/15 6:09 PM |
| RegType | 153 | Roth 403(b)(7) | Roth 403(b)(7) | Acct | Account | 12/10/15 6:09 PM |
| RegType | 154 | Beneficiary 403(b)(7) | Beneficiary 403(b)(7) | Acct | Account | 12/10/15 6:09 PM |
| RegType | 155 | Beneficiary Roth 403(b)(7) | Beneficiary Roth 403(b)(7) | Acct | Account | 12/10/15 6:09 PM |
| RegType | 156 | Beneficiary Texas ORP | Beneficiary Texas ORP | Acct | Account | 12/10/15 6:09 PM |
| RegType | 157 | Beneficiary 457 | Beneficiary 457 | Acct | Account | 12/10/15 6:09 PM |
| RegType | 158 | Beneficiary Roth 457 | Beneficiary Roth 457 | Acct | Account | 12/10/15 6:09 PM |
| RegType | 159 | Texas ORP | Texas ORP | Acct | Account | 12/10/15 6:09 PM |
| RegType | 16 | Transfer On Death - Joint Usufruct | Transfer On Death - Joint Usufruct | Acct | Account | 6/9/05 12:00 AM |
| RegType | 160 | Supplemental Pre-Tax for Texas ORP | Supplemental Pre-Tax for Texas ORP | Acct | Account | 12/10/15 6:09 PM |
| RegType | 161 | Investor SOLUTIONS | Investor SOLUTIONS | Acct | Account | 12/10/15 6:09 PM |
| RegType | 162 | Education IRA | Education IRA | Acct | Account | 5/23/16 11:31 AM |
| RegType | 163 | Inherited Profit Sharing | Inherited Profit Sharing | Acct | Account | 5/23/16 11:31 AM |
| RegType | 164 | NQ Deferred Comp | Non-Qualified Deferred Compenation Plan | Acct | Account | 5/23/16 11:31 AM |
| RegType | 165 | Prototype SEP | Prototype SEP | Acct | Account | 5/23/16 11:31 AM |
| RegType | 166 | Qual Deferred Comp | Qualified Deferred Compensation Plan | Acct | Account | 5/23/16 11:31 AM |
| RegType | 167 | Beneficiary 403(b) | Beneficiary 403(b) | Acct | Account | 5/23/16 11:31 AM |
| RegType | 168 | Roth Guardian | Roth Guardian | Acct | Account | 5/23/16 11:31 AM |
| RegType | 169 | Roth Spousal | Roth Spousal | Acct | Account | 5/23/16 11:31 AM |
| RegType | 17 | Corporation | Corporation | Acct | Account | 6/9/05 12:00 AM |
| RegType | 170 | Simple 401(k) | Simple 401(k) | Acct | Account | 5/23/16 11:31 AM |
| RegType | 171 | Target Benefit | Target Benefit Plan | Acct | Account | 5/23/16 11:31 AM |
| RegType | 172 | Trust Tenants in Common | Trust Tenants in Common | Acct | Account | 5/23/16 11:31 AM |
| RegType | 173 | Omnibus | Omnibus | Acct | Account | 6/15/16 1:02 PM |
| RegType | 174 | 401(a) Match Individual | 401(a) Match Individual | Acct | Account | 8/17/16 12:57 PM |
| RegType | 175 | 401(a) Match Institutional | 401(a) Match Institutional | Acct | Account | 8/17/16 12:57 PM |
| RegType | 176 | Multi-Part. 401(l)/Roth 401(k) | Multi-Part. 401(l)/Roth 401(k) | Acct | Account | 8/17/16 12:57 PM |
| RegType | 177 | Multi-Part. Money Purchase | Multi-Part. Money Purchase | Acct | Account | 8/17/16 12:57 PM |
| RegType | 178 | Multi-Part. Money Purchase Individual | Multi-Part. Money Purchase Individual | Acct | Account | 8/17/16 12:57 PM |
| RegType | 179 | Multi-Part. Money Purchase Institutional | Multi-Part. Money Purchase Institutional | Acct | Account | 8/17/16 12:57 PM |
| RegType | 18 | Limited Liability Corporation | Limited Liability Corporation | Acct | Account | 6/9/05 12:00 AM |
| RegType | 180 | Multi-Part. Profit Sharing | Multi-Part. Profit Sharing | Acct | Account | 8/17/16 12:57 PM |
| RegType | 181 | Multi-Part. Profit Sharing Individual | Multi-Part. Profit Sharing Individual | Acct | Account | 8/17/16 12:57 PM |
| RegType | 182 | Multi-Part. Profit Sharing Institutional | Multi-Part. Profit Sharing Institutional | Acct | Account | 8/17/16 12:57 PM |
| RegType | 183 | Non-Exempt Individual Account | Non-Exempt Individual Account | Acct | Account | 8/17/16 12:57 PM |
| RegType | 184 | Non-Exempt Institutional Account | Non-Exempt Institutional Account | Acct | Account | 8/17/16 12:57 PM |
| RegType | 185 | Non-Exempt Other | Non-Exempt Other | Acct | Account | 8/17/16 12:57 PM |
| RegType | 186 | Non-Exempt | Non-Exempt | Acct | Account | 8/17/16 12:57 PM |
| RegType | 187 | Non-Fiduciary Non Reportable | Non-Fiduciary Non Reportable | Acct | Account | 8/17/16 12:57 PM |
| RegType | 188 | Institutional Account | Institutional Account | Acct | Account | 8/17/16 12:57 PM |
| RegType | 189 | Scholarship Provider | Scholarship Provider | Acct | Account | 11/2/16 3:52 PM |
| RegType | 19 | Noncorporate (Unincorporated) Association | Noncorporate (Unincorporated) Association | Acct | Account | 6/9/05 12:00 AM |
| RegType | 190 | 529 ESA Transfer | 529 ESA Transfer | Acct | Account | 8/17/16 12:57 PM |
| RegType | 191 | 529 Irrevocable Trust (Entity-Owned 529 Plans) | 529 Irrevocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegType | 192 | 529 Irrevocable Trust (Individual 529 Plans) | 529 Irrevocable Trust (Individual 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegType | 193 | 529 Revocable Trust (Entity-Owned 529 Plans) | 529 Revocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegType | 194 | 529 Revocable Trust (Individual 529 Plans) | 529 Revocable Trust (Individual 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegType | 195 | 529 Scholarship Provider | 529 Scholarship Provider | Acct | Account | 8/17/16 12:57 PM |
| RegType | 196 | Company | Individual-owned company doing business as (DBA) | Acct | Account | 8/17/16 12:57 PM |
| RegType | 197 | Company (DBA) | Coogan blocked trust account | Acct | Account | 8/17/16 12:57 PM |
| RegType | 198 | Coogan | For profit organization that isn't a corporation | Acct | Account | 8/17/16 12:57 PM |
| RegType | 199 | For Profit Organization | For Profit Organization | Acct | Account | 8/17/16 12:57 PM |
| RegType | 2 | Joint | Joint | Acct | Account | 6/9/05 12:00 AM |
| RegType | 20 | Non-Prototype | Non-Prototype | Acct | Account | 6/9/05 12:00 AM |
| RegType | 200 | Governmental 457 Plan | Governmental 457 Plan | Acct | Account | 8/17/16 12:57 PM |
| RegType | 201 | LTD | Limited Company | Acct | Account | 8/17/16 3:18 PM |
| RegType | 202 | Minor-Owned Roth IRA | Minor-Owned Roth IRA | Acct | Account | 8/17/16 12:57 PM |
| RegType | 203 | Minor-Owned SEP | Minor-Owned SEP | Acct | Account | 8/17/16 12:57 PM |
| RegType | 204 | Minor-Owned Simple IRA | Minor-Owned Simple IRA | Acct | Account | 8/17/16 12:57 PM |
| RegType | 205 | Minor-Owner IRA | Minor-Owner IRA | Acct | Account | 8/17/16 12:57 PM |
| RegType | 206 | Non-ERISA Beneficiary | Non-ERISA Beneficiary | Acct | Account | 8/17/16 12:57 PM |
| RegType | 207 | Other Custodial Retirement Plan | Other Custodial Retirement Plan | Acct | Account | 8/17/16 12:57 PM |
| RegType | 208 | Religious & Educationals Institutions | Religious & Educationals Institutions | Acct | Account | 8/17/16 12:57 PM |
| RegType | 209 | 529 Individual Testamentary/Under the Will | 529 Individual Testamentary/Under the Will | Acct | Account | 8/17/16 12:57 PM |
| RegType | 21 | Financial Organization | Financial Organization | Acct | Account | 6/9/05 12:00 AM |
| RegType | 210 | 529 Entity Testamentary/Under the Will | 529 Entity Testamentary/Under the Will | Acct | Account | 8/17/16 12:57 PM |
| RegType | 211 | Unions | Unions | Acct | Account | 8/17/16 12:57 PM |
| RegType | 212 | Final Pay Plan | Final Pay Plan | Acct | Account | 8/17/16 12:57 PM |
| RegType | 213 | Owner-Only Profit Sharing | Owner-Only Profit Sharing | Acct | Account | 8/22/16 5:22 PM |
| RegType | 214 | Owner-Only Money Purchase | Owner-Only Money Purchase | Acct | Account | 8/22/16 5:22 PM |
| RegType | 215 | ERISA Plan Beneficiary | ERISA Plan Beneficiary | Acct | Account | 8/22/16 5:22 PM |
| RegType | 216 | Profit Sharing Individual | Profit Sharing Individual | Acct | Account | 8/22/16 5:22 PM |
| RegType | 217 | Profit Sharing Institutional | Profit Sharing Institutional | Acct | Account | 8/22/16 5:22 PM |
| RegType | 218 | Money Purchase Individual | Money Purchase Individual | Acct | Account | 8/22/16 5:22 PM |
| RegType | 219 | Money Purchase Institutional | Money Purchase Institutional | Acct | Account | 8/22/16 5:22 PM |
| RegType | 22 | Nonprofit (Exempt or Charitable) Organization | Nonprofit (Exempt or Charitable) Organization | Acct | Account | 6/9/05 12:00 AM |
| RegType | 220 | Large 401(k) | Large 401(k) with 100 or more employees | Acct | Account | 8/22/16 5:22 PM |
| RegType | 221 | Large 457 Plan | Large 457 Plan with 100 or more employees | Acct | Account | 8/22/16 5:22 PM |
| RegType | 222 | Large Non-Gov't 457 Plan | Large Non-Government 457 Plan with 100 or more employees | Acct | Account | 8/22/16 5:22 PM |
| RegType | 223 | NQ Deferred Comp Individual | Non-Qualified Deferred Comp Individual | Acct | Account | 8/22/16 5:22 PM |
| RegType | 224 | NQ Deferred Comp Institutional | Non-Qualified Deferred Comp Institutional | Acct | Account | 8/22/16 5:22 PM |
| RegType | 225 | 403(b) Custodial Account | 403(b) Custodial Account | Acct | Account | 8/22/16 5:22 PM |
| RegType | 226 | 403(b) Optional Retirement Plan (ORP) | 403(b) Optional Retirement Plan (ORP) | Acct | Account | 8/22/16 5:22 PM |
| RegType | 227 | Inherited Guardian | Inherited Guardian | Acct | Account | 11/2/16 3:52 PM |
| RegType | 228 | 403(b)(7) Non ERISA | 403(b)(7) Non ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegType | 229 | Roth 403(b)(7) Non ERISA | Roth 403(b)(7) Non ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegType | 23 | Sole Proprietorship | Sole Proprietorship | Acct | Account | 6/9/05 12:00 AM |
| RegType | 230 | 403(b)(7) ERISA | 403(b)(7) ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegType | 231 | Roth 403(b)(7) ERISA | Roth 403(b)(7) ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegType | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account | 3/2/17 2:06 PM |
| RegType | 233 | Statutory Trust | Statutory Trust | Acct | Account | 9/18/18 1:54 PM |
| RegType | 234 | Roth IRA Rollover | Roth IRA Rollover | Acct | Account | 8/15/19 9:10 AM |
| RegType | 235 | Business Trust | Business Trust - Individual owns at least 10% | Acct | Account | 8/15/19 9:11 AM |
| RegType | 236 | Irrevocable Trust - GRAT | Irrevocable Trust - GRAT - Grantor Retained Annuity Trust | Acct | Account | 8/15/19 9:11 AM |
| RegType | 237 | Irrevocable Trust - CRUT | Irrevocable Trust - CRUT - Charitable Remainder Trust | Acct | Account | 8/15/19 9:11 AM |
| RegType | 238 | Irrevocable Trust - CRAT | Irrevocable Trust - CRAT - Charitable Remainder Annuity Trust | Acct | Account | 8/15/19 9:11 AM |
| RegType | 239 | LLC Exempt | Limited Liability Company Exempt | Acct | Account | 10/9/19 1:11 PM |
| RegType | 24 | Partnership | Partnership | Acct | Account | 6/9/05 12:00 AM |
| RegType | 240 | LLC Sole Proprietorship | Limited Liability Company Sole Proprietorship | Acct | Account | 10/9/19 1:11 PM |
| RegType | 241 | Foreign Corp | Foreign Corp | Acct | Account | 3/18/20 12:06 PM |
| RegType | 242 | Committee | Committee | Acct | Account | 7/22/20 10:53 AM |
| RegType | 243 | IRA Roth Conversion (Qualified Plans) | IRA Roth Conversion (Qualified Plans) | Acct | Account | 8/14/23 3:13 PM |
| RegType | 25 | Trust | Trust | Acct | Account | 6/9/05 12:00 AM |
| RegType | 26 | Trust under Agreement | Trust under Agreement | Acct | Account | 6/9/05 12:00 AM |
| RegType | 27 | Trust under Will | Trust under Will | Acct | Account | 6/9/05 12:00 AM |
| RegType | 28 | Trust - Family | Trust - Family | Acct | Account | 6/9/05 12:00 AM |
| RegType | 29 | Trust - Irrevocable | Trust - Irrevocable | Acct | Account | 6/9/05 12:00 AM |
| RegType | 3 | Joint Tenants with Rights of Survivorship | Joint Tenants with Rights of Survivorship (JTWROS) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 30 | Trust - Revocable | Trust - Revocable | Acct | Account | 6/9/05 12:00 AM |
| RegType | 31 | Trust - Living | Trust - Living | Acct | Account | 6/9/05 12:00 AM |
| RegType | 32 | Trust - Testamentary | Trust - Testamentary | Acct | Account | 6/9/05 12:00 AM |
| RegType | 33 | Estate | Estate | Acct | Account | 6/9/05 12:00 AM |
| RegType | 34 | Estate Executor | Estate Executor | Acct | Account | 6/9/05 12:00 AM |
| RegType | 35 | Estate Administrator | Estate Administrator | Acct | Account | 6/9/05 12:00 AM |
| RegType | 36 | Estate Personal Representative | Estate Personal Representative | Acct | Account | 6/9/05 12:00 AM |
| RegType | 37 | Government Entity | Government Entity | Acct | Account | 6/9/05 12:00 AM |
| RegType | 38 | Power of Attorney | Power of Attorney | Acct | Account | 6/9/05 12:00 AM |
| RegType | 39 | Investment Club | Investment Club | Acct | Account | 6/9/05 12:00 AM |
| RegType | 4 | Joint Tenants in Common | Joint Tenants in Common | Acct | Account | 6/9/05 12:00 AM |
| RegType | 40 | Conservatorship | Conservatorship | Acct | Account | 6/9/05 12:00 AM |
| RegType | 41 | Bank Collateral | Bank Collateral | Acct | Account | 6/9/05 12:00 AM |
| RegType | 42 | Cash on Delivery | Cash on Delivery | Acct | Account | 6/9/05 12:00 AM |
| RegType | 43 | Custodian for a Minor | Custodian for a Minor | Acct | Account | 6/9/05 12:00 AM |
| RegType | 44 | Custodial UGMA (Uniform Gift to Minors Act) | Custodial UGMA (Uniform Gift to Minors Act) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 45 | Custodial UTMA (Uniform Transfer to Minors Act) | Custodial UTMA (Uniform Transfer to Minors Act) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 46 | Guardianship | Guardianship | Acct | Account | 6/9/05 12:00 AM |
| RegType | 47 | 529 Plan | 529 Plan | Acct | Account | 6/9/05 12:00 AM |
| RegType | 48 | College Savings / Coverdell / Education | College Savings (Coverdell ESA) Education IRA | Acct | Account | 4/6/06 12:00 AM |
| RegType | 49 | IRA | IRA (Traditional) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 5 | Joint Tenants in Entirety | Joint Tenants in Entirety | Acct | Account | 6/9/05 12:00 AM |
| RegType | 50 | IRA - Third Party | IRA - Third Party | Acct | Account | 6/9/05 12:00 AM |
| RegType | 51 | IRA Rollover | IRA Rollover | Acct | Account | 6/9/05 12:00 AM |
| RegType | 52 | IRA Roth | IRA Roth (Contribution) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 53 | SEP | SEP IRA | Acct | Account | 6/9/05 12:00 AM |
| RegType | 54 | Simple IRA | Simple IRA (Employee) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 55 | Profit Sharing | Profit Sharing (PSP) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 56 | Pension Plan | Pension Plan | Acct | Account | 6/9/05 12:00 AM |
| RegType | 57 | 401k | Group 401(k) | Acct | Account | 6/9/05 12:00 AM |
| RegType | 58 | 403b | 403(b) / TSA / Tax-Sheltered Annuity | Acct | Account | 6/9/05 12:00 AM |
| RegType | 59 | Defined Benefit Plan | Defined Benefit Plan | Acct | Account | 8/12/05 12:00 AM |
| RegType | 6 | Joint Community Property | Joint Community Property | Acct | Account | 6/9/05 12:00 AM |
| RegType | 60 | Keogh | Keogh / HR10 | Acct | Account | 8/12/05 12:00 AM |
| RegType | 61 | Money Purchase Plan (MPP) | Money Purchase Plan (MPP) | Acct | Account | 8/12/05 12:00 AM |
| RegType | 62 | Advisory / Wrap / Managed Account | Advisory / Wrap / Managed Account | Acct | Account | 8/12/05 12:00 AM |
| RegType | 63 | Thrift Savings Plan | Thrift Savings Plan (TSP) | Acct | Account | 10/8/05 12:00 AM |
| RegType | 64 | Limited Liability Partnership | Limited Liability Partnership (LLP) | Acct | Account | 4/6/06 12:00 AM |
| RegType | 65 | Beneficiary / Inherited | Beneficiary / Inherited | Acct | Account | 4/6/06 12:00 AM |
| RegType | 66 | IRA Roth Conversion | IRA Roth Conversion | Acct | Account | 4/6/06 12:00 AM |
| RegType | 67 | SARSEP | SARSEP IRA | Acct | Account | 4/6/06 12:00 AM |
| RegType | 68 | SIMPLE IRA Employer | SIMPLE IRA Employer | Acct | Account | 4/6/06 12:00 AM |
| RegType | 69 | IRA Custodial Roth | Custodial Roth IRA | Acct | Account | 4/6/06 12:00 AM |
| RegType | 7 | Joint Community Property with Rights of Survivorship | Joint Community Property with Rights of Survivorship | Acct | Account | 6/9/05 12:00 AM |
| RegType | 70 | Individual 401k | Individual 401k / Single K | Acct | Account | 4/6/06 12:00 AM |
| RegType | 71 | Defined Contribution | Defined Contribution | Acct | Account | 6/16/06 12:00 AM |
| RegType | 72 | Beneficiary IRA (BDA) | IRA Beneficiary Distribution Account | Acct | Account | 7/28/06 12:00 AM |
| RegType | 73 | Beneficiary Roth IRA (BDA) | Roth IRA Beneficiary Distribution Account | Acct | Account | 7/28/06 12:00 AM |
| RegType | 74 | Non-Prototype IRA | Non-Prototype IRA | Acct | Account | 8/2/06 12:00 AM |
| RegType | 75 | Non-Prototype Plan | Non-Prototype Plan | Acct | Account | 8/2/06 12:00 AM |
| RegType | 76 | Non-Prototype Trust | Non-Prototype Trust | Acct | Account | 8/2/06 12:00 AM |
| RegType | 77 | ERISA / T1 | ERISA / T1 | Acct | Account | 8/25/06 12:00 AM |
| RegType | 78 | 457 Deferred Comp | 457 Deferred Compensation | Acct | Account | 8/25/06 12:00 AM |
| RegType | 79 | Roth 401(k) | Roth Individual 401(k) | Acct | Account | 8/25/06 12:00 AM |
| RegType | 8 | Joint Usufruct | Joint Usufruct | Acct | Account | 6/9/05 12:00 AM |
| RegType | 80 | Estate Special Administrator | Estate Special Administrator | Acct | Account | 10/11/06 12:00 AM |
| RegType | 81 | Estate Temporary Administrator | Estate Temporary Administrator | Acct | Account | 10/11/06 12:00 AM |
| RegType | 82 | Estate Executrix | Estate Executrix | Acct | Account | 10/11/06 12:00 AM |
| RegType | 83 | Trust - Irrevocable Living | Trust - Irrevocable Living | Acct | Account | 10/11/06 12:00 AM |
| RegType | 84 | Trust - Charitable | Trust - Charitable | Acct | Account | 10/11/06 12:00 AM |
| RegType | 85 | Exempt Organization | Exempt Organization | Acct | Account | 10/11/06 12:00 AM |
| RegType | 86 | Nonpurpose Loan | Nonpurpose Loan | Acct | Account | 10/11/06 12:00 AM |
| RegType | 87 | Group 529 Plan | Group 529 Plan | Acct | Account | 6/9/05 12:00 AM |
| RegType | 88 | Nonprofit Corporation | Nonprofit Corporation | Acct | Account | 6/9/05 12:00 AM |
| RegType | 89 | Charitable Donation | Charitable Donation | Acct | Account | 6/9/05 12:00 AM |
| RegType | 9 | Transfer On Death - Individual | Transfer On Death - Individual | Acct | Account | 6/9/05 12:00 AM |
| RegType | 90 | 403b7 | 403(b)(7) | Acct | Account | 7/20/07 12:00 AM |
| RegType | 91 | 403b9 | 403(b)(9) | Acct | Account | 7/20/07 12:00 AM |
| RegType | 92 | Roth Individual 401(k) Conversion | Roth Individual 401(k) Conversion | Acct | Account | 7/20/07 12:00 AM |
| RegType | 93 | Roth Group 401(k) Conversion | Roth Group 401(k) Conversion | Acct | Account | 7/20/07 12:00 AM |
| RegType | 94 | Beneficiary QRP | Beneficiary QRP | Acct | Account | 7/20/07 12:00 AM |
| RegType | 95 | Roth Group 401(k) | Roth Group 401(k) | Acct | Account | 11/23/07 12:00 AM |
| RegType | 96 | Revocable Living Trust | Revocable Living Trust, Other Trust, Marital Trust | Acct | Account | 12/18/09 2:46 PM |
| RegType | 97 | Other Revocable Trust | Other Revocable Trust, CRUT | Acct | Account | 12/18/09 2:46 PM |
| RegType | 98 | Business Trust | Business Trust | Acct | Account | 12/18/09 2:46 PM |
| RegType | 99 | Foreign Trust | Foreign Trust | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 0 | Other | Other | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 0 | Other (Second Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/09 2:49 PM |
| RegTypeEntity | 0 | Other (Third Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account | 12/18/09 2:49 PM |
| RegTypeEntity | 1 | Individual | Individual | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 10 | Transfer On Death - Joint | Transfer On Death - Joint | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 100 | Fiduciary Trust | Fiduciary Trust | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 101 | Inherited IRA | Inherited IRA | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 102 | Self-Directed IRA | Self-Directed IRA | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 103 | Spousal IRA | Spousal IRA | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 104 | Spousal Rollover IRA | Spousal Rollover IRA | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 105 | Custodial IRA Contributory | Custodial IRA Contributory | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 106 | Inherited Roth IRA | Inherited Roth IRA | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 107 | Qualified | Qualified, Retirement | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 108 | Non-Qualified | Non-Qualified, Non-IRA | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 109 | Retirement Plan Rollover | Retirement Plan Rollover | Acct | Account | 12/20/09 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 | 6/9/05 12:00 AM |
| RegTypeEntity | 111 | 401(a) | 401(a) | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 112 | Health Savings Account | Health Savings Account | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 113 | C Corporation | C Corporation | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 114 | Individual 529 Funded by UGMA/UTMA | Individual 529 Funded by UGMA/UTMA | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 115 | Participant 403(b) | Participant 403(b) | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 116 | Participant 403(b)7 | Participant 403(b)7 | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 117 | Group 403(b) | Group 403(b) | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 118 | Group 403(b)7 | Group 403(b)7 | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 119 | S Corporation | S Corporation | Acct | Account | 11/13/12 4:00 PM |
| RegTypeEntity | 12 | Transfer On Death - Joint Tenants in Common | Transfer On Death - Joint Tenants in Common | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 120 | Disregarded Entity | Disregarded Entity | Acct | Account | 6/14/13 12:00 AM |
| RegTypeEntity | 121 | Participant IRA | Participant IRA | Acct | Account | 1/9/14 12:05 PM |
| RegTypeEntity | 122 | Guardian IRA | Guardian IRA | Acct | Account | 1/9/14 12:05 PM |
| RegTypeEntity | 123 | Employer IRA | Employer IRA | Acct | Account | 1/9/14 12:05 PM |
| RegTypeEntity | 124 | Individual Education | Education, 529, Coverdell, ESA Individual Account | Acct | Account | 1/9/14 12:06 PM |
| RegTypeEntity | 125 | Trust Education | Education, 529, Coverdell, ESA Trust Account | Acct | Account | 1/9/14 12:06 PM |
| RegTypeEntity | 126 | Rollover Education | Education, 529, Coverdell, ESA Rollover Account | Acct | Account | 1/9/14 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 | 7/18/14 3:53 PM |
| RegTypeEntity | 128 | Limitied Liability Company C Corp | Limitied Liability Company C Corp | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 129 | Limitied Liability Company S Corp | Limitied Liability Company S Corp | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 13 | Transfer On Death - Joint Tenants in Entirety | Transfer On Death - Joint Tenants in Entirety | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 130 | Outside IRA | Outside IRA | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 131 | Church | Church | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 132 | 415(m) Plan | 415(m) Plan | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 133 | 403(b) ERISA | 403(b) ERISA - Title 1 | Acct | Account | 8/17/16 12:55 PM |
| RegTypeEntity | 134 | 403(b) NON - ERISA | 403(b) NON - ERISA | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 135 | 72(t) | 72(t) | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 136 | 72(q) | 72(q) | Acct | Account | 7/18/14 3:53 PM |
| RegTypeEntity | 137 | DPP | Direct Participation Program | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 138 | Variable Life | Variable Life | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 139 | Variable Annuity | Variable Annuity | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 14 | Transfer On Death - Joint Community Property | Transfer On Death - Joint Community Property | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 140 | Indexed Annuity | Indexed Annuity | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 141 | Fixed Annuity | Fixed Annuity | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 142 | Indexed Universal Life | Indexed Universal Life | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 143 | RMS | Retirement Management Services | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 144 | Margin | Margin | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 145 | Option | Option | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 146 | Brokerage Access | Brokerage Access | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 147 | Brokerage Portfolio | Brokerage Portfolio | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 148 | METrade | METrade | Acct | Account | 2/26/15 12:00 AM |
| RegTypeEntity | 149 | Trust - Foundation | Trust - Foundation | Acct | Account | 8/6/15 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 | 6/9/05 12:00 AM |
| RegTypeEntity | 150 | Roth 457 | After-tax Roth 457 | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 151 | After-tax savings (non-qualified) | After-tax savings (non-qualified) | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 152 | 457 Plan Roth | 457 Plan Roth | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 153 | Roth 403(b)(7) | Roth 403(b)(7) | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 154 | Beneficiary 403(b)(7) | Beneficiary 403(b)(7) | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 155 | Beneficiary Roth 403(b)(7) | Beneficiary Roth 403(b)(7) | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 156 | Beneficiary Texas ORP | Beneficiary Texas ORP | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 157 | Beneficiary 457 | Beneficiary 457 | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 158 | Beneficiary Roth 457 | Beneficiary Roth 457 | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 159 | Texas ORP | Texas ORP | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 16 | Transfer On Death - Joint Usufruct | Transfer On Death - Joint Usufruct | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 160 | Supplemental Pre-Tax for Texas ORP | Supplemental Pre-Tax for Texas ORP | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 161 | Investor SOLUTIONS | Investor SOLUTIONS | Acct | Account | 12/10/15 6:09 PM |
| RegTypeEntity | 162 | Education IRA | Education IRA | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 163 | Inherited Profit Sharing | Inherited Profit Sharing | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 164 | NQ Deferred Comp | Non-Qualified Deferred Compenation Plan | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 165 | Prototype SEP | Prototype SEP | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 166 | Qual Deferred Comp | Qualified Deferred Compensation Plan | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 167 | Beneficiary 403(b) | Beneficiary 403(b) | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 168 | Roth Guardian | Roth Guardian | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 169 | Roth Spousal | Roth Spousal | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 17 | Corporation | Corporation | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 170 | Simple 401(k) | Simple 401(k) | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 171 | Target Benefit | Target Benefit Plan | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 172 | Trust Tenants in Common | Trust Tenants in Common | Acct | Account | 5/23/16 11:31 AM |
| RegTypeEntity | 173 | Omnibus | Omnibus | Acct | Account | 6/15/16 1:02 PM |
| RegTypeEntity | 174 | 401(a) Match Individual | 401(a) Match Individual | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 175 | 401(a) Match Institutional | 401(a) Match Institutional | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 176 | Multi-Part. 401(l)/Roth 401(k) | Multi-Part. 401(l)/Roth 401(k) | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 177 | Multi-Part. Money Purchase | Multi-Part. Money Purchase | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 178 | Multi-Part. Money Purchase Individual | Multi-Part. Money Purchase Individual | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 179 | Multi-Part. Money Purchase Institutional | Multi-Part. Money Purchase Institutional | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 18 | Limited Liability Corporation | Limited Liability Corporation | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 180 | Multi-Part. Profit Sharing | Multi-Part. Profit Sharing | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 181 | Multi-Part. Profit Sharing Individual | Multi-Part. Profit Sharing Individual | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 182 | Multi-Part. Profit Sharing Institutional | Multi-Part. Profit Sharing Institutional | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 183 | Non-Exempt Individual Account | Non-Exempt Individual Account | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 184 | Non-Exempt Institutional Account | Non-Exempt Institutional Account | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 185 | Non-Exempt Other | Non-Exempt Other | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 186 | Non-Exempt | Non-Exempt | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 187 | Non-Fiduciary Non Reportable | Non-Fiduciary Non Reportable | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 188 | Institutional Account | Institutional Account | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 189 | Scholarship Provider | Scholarship Provider | Acct | Account | 11/2/16 3:52 PM |
| RegTypeEntity | 19 | Noncorporate (Unincorporated) Association | Noncorporate (Unincorporated) Association | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 190 | 529 ESA Transfer | 529 ESA Transfer | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 191 | 529 Irrevocable Trust (Entity-Owned 529 Plans) | 529 Irrevocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 192 | 529 Irrevocable Trust (Individual 529 Plans) | 529 Irrevocable Trust (Individual 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 193 | 529 Revocable Trust (Entity-Owned 529 Plans) | 529 Revocable Trust (Entity-Owned 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 194 | 529 Revocable Trust (Individual 529 Plans) | 529 Revocable Trust (Individual 529 Plans) | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 195 | 529 Scholarship Provider | 529 Scholarship Provider | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 196 | Company | Individual-owned company doing business as (DBA) | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 197 | Company (DBA) | Coogan blocked trust account | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 198 | Coogan | For profit organization that isn't a corporation | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 199 | For Profit Organization | For Profit Organization | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 2 | Joint | Joint | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 20 | Non-Prototype | Non-Prototype | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 200 | Governmental 457 Plan | Governmental 457 Plan | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 201 | LTD | Limited Company | Acct | Account | 8/17/16 3:18 PM |
| RegTypeEntity | 202 | Minor-Owned Roth IRA | Minor-Owned Roth IRA | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 203 | Minor-Owned SEP | Minor-Owned SEP | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 204 | Minor-Owned Simple IRA | Minor-Owned Simple IRA | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 205 | Minor-Owner IRA | Minor-Owner IRA | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 206 | Non-ERISA Beneficiary | Non-ERISA Beneficiary | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 207 | Other Custodial Retirement Plan | Other Custodial Retirement Plan | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 208 | Religious & Educationals Institutions | Religious & Educationals Institutions | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 209 | 529 Individual Testamentary/Under the Will | 529 Individual Testamentary/Under the Will | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 21 | Financial Organization | Financial Organization | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 210 | 529 Entity Testamentary/Under the Will | 529 Entity Testamentary/Under the Will | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 211 | Unions | Unions | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 212 | Final Pay Plan | Final Pay Plan | Acct | Account | 8/17/16 12:57 PM |
| RegTypeEntity | 213 | Owner-Only Profit Sharing | Owner-Only Profit Sharing | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 214 | Owner-Only Money Purchase | Owner-Only Money Purchase | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 215 | ERISA Plan Beneficiary | ERISA Plan Beneficiary | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 216 | Profit Sharing Individual | Profit Sharing Individual | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 217 | Profit Sharing Institutional | Profit Sharing Institutional | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 218 | Money Purchase Individual | Money Purchase Individual | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 219 | Money Purchase Institutional | Money Purchase Institutional | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 22 | Nonprofit (Exempt or Charitable) Organization | Nonprofit (Exempt or Charitable) Organization | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 220 | Large 401(k) | Large 401(k) with 100 or more employees | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 221 | Large 457 Plan | Large 457 Plan with 100 or more employees | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 222 | Large Non-Gov't 457 Plan | Large Non-Government 457 Plan with 100 or more employees | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 223 | NQ Deferred Comp Individual | Non-Qualified Deferred Comp Individual | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 224 | NQ Deferred Comp Institutional | Non-Qualified Deferred Comp Institutional | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 225 | 403(b) Custodial Account | 403(b) Custodial Account | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 226 | 403(b) Optional Retirement Plan (ORP) | 403(b) Optional Retirement Plan (ORP) | Acct | Account | 8/22/16 5:22 PM |
| RegTypeEntity | 227 | Inherited Guardian | Inherited Guardian | Acct | Account | 11/2/16 3:52 PM |
| RegTypeEntity | 228 | 403(b)(7) Non ERISA | 403(b)(7) Non ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegTypeEntity | 229 | Roth 403(b)(7) Non ERISA | Roth 403(b)(7) Non ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegTypeEntity | 23 | Sole Proprietorship | Sole Proprietorship | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 230 | 403(b)(7) ERISA | 403(b)(7) ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegTypeEntity | 231 | Roth 403(b)(7) ERISA | Roth 403(b)(7) ERISA | Acct | Account | 11/22/16 9:56 AM |
| RegTypeEntity | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account | 3/2/17 2:06 PM |
| RegTypeEntity | 233 | Statutory Trust | Statutory Trust | Acct | Account | 9/18/18 1:54 PM |
| RegTypeEntity | 234 | Roth IRA Rollover | Roth IRA Rollover | Acct | Account | 8/15/19 9:10 AM |
| RegTypeEntity | 235 | Business Trust | Business Trust - Individual owns at least 10% | Acct | Account | 8/15/19 9:11 AM |
| RegTypeEntity | 236 | Irrevocable Trust - GRAT | Irrevocable Trust - GRAT - Grantor Retained Annuity Trust | Acct | Account | 8/15/19 9:11 AM |
| RegTypeEntity | 237 | Irrevocable Trust - CRUT | Irrevocable Trust - CRUT - Charitable Remainder Trust | Acct | Account | 8/15/19 9:11 AM |
| RegTypeEntity | 238 | Irrevocable Trust - CRAT | Irrevocable Trust - CRAT - Charitable Remainder Annuity Trust | Acct | Account | 8/15/19 9:11 AM |
| RegTypeEntity | 239 | LLC Exempt | Limited Liability Company Exempt | Acct | Account | 10/9/19 1:11 PM |
| RegTypeEntity | 24 | Partnership | Partnership | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 240 | LLC Sole Proprietorship | Limited Liability Company Sole Proprietorship | Acct | Account | 10/9/19 1:11 PM |
| RegTypeEntity | 241 | Foreign Corp | Foreign Corp | Acct | Account | 3/18/20 12:06 PM |
| RegTypeEntity | 242 | Committee | Committee | Acct | Account | 7/22/20 10:53 AM |
| RegTypeEntity | 25 | Trust | Trust | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 26 | Trust under Agreement | Trust under Agreement | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 27 | Trust under Will | Trust under Will | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 28 | Trust - Family | Trust - Family | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 29 | Trust - Irrevocable | Trust - Irrevocable | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 3 | Joint Tenants with Rights of Survivorship | Joint Tenants with Rights of Survivorship (JTWROS) | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 30 | Trust - Revocable | Trust - Revocable | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 31 | Trust - Living | Trust - Living | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 32 | Trust - Testamentary | Trust - Testamentary | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 33 | Estate | Estate | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 34 | Estate Executor | Estate Executor | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 35 | Estate Administrator | Estate Administrator | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 36 | Estate Personal Representative | Estate Personal Representative | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 37 | Government Entity | Government Entity | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 38 | Power of Attorney | Power of Attorney | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 39 | Investment Club | Investment Club | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 4 | Joint Tenants in Common | Joint Tenants in Common | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 40 | Conservatorship | Conservatorship | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 41 | Bank Collateral | Bank Collateral | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 42 | Cash on Delivery | Cash on Delivery | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 43 | Custodian for a Minor | Custodian for a Minor | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 44 | Custodial UGMA (Uniform Gift to Minors Act) | Custodial UGMA (Uniform Gift to Minors Act) | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 45 | Custodial UTMA (Uniform Transfer to Minors Act) | Custodial UTMA (Uniform Transfer to Minors Act) | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 46 | Guardianship | Guardianship | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 47 | 529 Plan | 529 Plan | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 48 | College Savings / Coverdell | College Savings College Savings (Coverdell ESA) | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 49 | IRA | IRA | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 5 | Joint Tenants in Entirety | Joint Tenants in Entirety | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 50 | IRA - Third Party | IRA - Third Party | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 51 | IRA Rollover | IRA Rollover | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 52 | IRA Roth | IRA Roth | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 53 | SEP | SEP IRA | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 54 | Simple IRA | Simple IRA (Employee) | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 55 | Profit Sharing | Profit Sharing (PSP) | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 56 | Pension Plan | Pension Plan | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 57 | 401k | 401k | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 58 | 403b | 403b / TSA / Tax-Sheltered Annuity | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 59 | Defined Benefit Plan | Defined Benefit Plan | Acct | Account | 8/12/05 12:00 AM |
| RegTypeEntity | 6 | Joint Community Property | Joint Community Property | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 60 | Keogh | Keogh / HR10 | Acct | Account | 8/12/05 12:00 AM |
| RegTypeEntity | 61 | Money Purchase Plan (MPP) | Money Purchase Plan (MPP) | Acct | Account | 8/12/05 12:00 AM |
| RegTypeEntity | 62 | Advisory / Wrap / Managed Account | Advisory / Wrap / Managed Account | Acct | Account | 8/12/05 12:00 AM |
| RegTypeEntity | 63 | Thrift Savings Plan | Thrift Savings Plan (TSP) | Acct | Account | 10/8/05 12:00 AM |
| RegTypeEntity | 64 | Limited Liability Partnership | Limited Liability Partnership (LLP) | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 65 | Beneficiary / Inherited | Beneficiary / Inherited | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 66 | IRA Roth Conversion | IRA Roth Conversion | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 67 | SARSEP | SARSEP IRA | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 68 | SIMPLE IRA Employer | SIMPLE IRA Employer | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 69 | IRA Custodial Roth | Custodial Roth IRA | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 7 | Joint Community Property with Rights of Survivorship | Joint Community Property with Rights of Survivorship | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 70 | Individual 401k | Individual 401k | Acct | Account | 4/6/06 12:00 AM |
| RegTypeEntity | 71 | Defined Contribution | Defined Contribution | Acct | Account | 6/16/06 12:00 AM |
| RegTypeEntity | 72 | IRA-BDA | IRA Beneficiary Distribution Account | Acct | Account | 7/28/06 12:00 AM |
| RegTypeEntity | 73 | Roth IRA-BDA | Roth IRA Beneficiary Distribution Account | Acct | Account | 7/28/06 12:00 AM |
| RegTypeEntity | 74 | Non-Prototype IRA | Non-Prototype IRA | Acct | Account | 8/2/06 12:00 AM |
| RegTypeEntity | 75 | Non-Prototype Plan | Non-Prototype Plan | Acct | Account | 8/2/06 12:00 AM |
| RegTypeEntity | 76 | Non-Prototype Trust | Non-Prototype Trust | Acct | Account | 8/2/06 12:00 AM |
| RegTypeEntity | 77 | ERISA / T1 | ERISA / T1 | Acct | Account | 8/25/06 12:00 AM |
| RegTypeEntity | 78 | 457 Deferred Comp | 457 Deferred Compensation | Acct | Account | 8/25/06 12:00 AM |
| RegTypeEntity | 79 | Roth 401(k) | Roth Individual 401(k) | Acct | Account | 8/25/06 12:00 AM |
| RegTypeEntity | 8 | Joint Usufruct | Joint Usufruct | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 80 | Estate Special Administrator | Estate Special Administrator | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 81 | Estate Temporary Administrator | Estate Temporary Administrator | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 82 | Estate Executrix | Estate Executrix | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 83 | Trust - Irrevocable Living | Trust - Irrevocable Living | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 84 | Trust - Charitable | Trust - Charitable | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 85 | Exempt Organization | Exempt Organization | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 86 | Nonpurpose Loan | Nonpurpose Loan | Acct | Account | 10/11/06 12:00 AM |
| RegTypeEntity | 87 | Group 529 Plan | Group 529 Plan | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 88 | Nonprofit Corporation | Nonprofit Corporation | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 89 | Charitable Donation | Charitable Donation | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 9 | Transfer On Death - Individual | Transfer On Death - Individual | Acct | Account | 6/9/05 12:00 AM |
| RegTypeEntity | 90 | 403b7 | 403(b)(7) | Acct | Account | 7/20/07 12:00 AM |
| RegTypeEntity | 91 | 403b9 | 403(b)(9) | Acct | Account | 7/20/07 12:00 AM |
| RegTypeEntity | 92 | Roth Individual 401(k) Conversion | Roth Individual 401(k) Conversion | Acct | Account | 7/20/07 12:00 AM |
| RegTypeEntity | 93 | Roth Group 401(k) Conversion | Roth Group 401(k) Conversion | Acct | Account | 7/20/07 12:00 AM |
| RegTypeEntity | 94 | Beneficiary QRP | Beneficiary QRP | Acct | Account | 7/20/07 12:00 AM |
| RegTypeEntity | 95 | Roth Group 401(k) | Roth Group 401(k) | Acct | Account | 11/23/07 12:00 AM |
| RegTypeEntity | 96 | Revocable Living Trust | Revocable Living Trust, Other Trust, Marital Trust | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 97 | Other Revocable Trust | Other Revocable Trust, CRUT | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 98 | Business Trust | Business Trust | Acct | Account | 12/18/09 2:46 PM |
| RegTypeEntity | 99 | Foreign Trust | Foreign Trust | Acct | Account | 12/18/09 2:46 PM |
| RetPlanERISA | 0 | Other | Other | Acct | Account | 4/6/06 12:00 AM |
| RetPlanERISA | 1 | ERISA | ERISA | Acct | Account | 4/6/06 12:00 AM |
| RetPlanERISA | 2 | Non-ERISA | Non-ERISA | Acct | Account | 4/6/06 12:00 AM |
| RetPlanPrototype | 0 | Other | Other | Acct | Account | 4/6/06 12:00 AM |
| RetPlanPrototype | 1 | Non-Prototype | Non-Prototype | Acct | Account | 4/6/06 12:00 AM |
| RetPlanPrototype | 2 | Clearingfirm Prototype | Clearingfirm Prototype | Acct | Account | 4/6/06 12:00 AM |
| RetPlanPrototype | 3 | Product Company Prototype | Product Company Prototype | Acct | Account | 4/6/06 12:00 AM |
| RMDBeneType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| RMDBeneType | 1 | Beneficiary Inheriting Assets | Beneficiary Inheriting Assets | Acct | Account | 3/18/20 12:06 PM |
| RMDBeneType | 2 | Successor Beneficiary Inheriting Assets | Successor Beneficiary Inheriting Assets | Acct | Account | 3/18/20 12:06 PM |
| RothConversionType | 1 | Full Conversion | Full Conversion | Acct | Account | 8/14/23 3:13 PM |
| RothConversionType | 2 | Partial Conversion | Partial Conversion | Acct | Account | 8/14/23 3:13 PM |
| SchwabAcctType | 1 | Schwab One | Schwab One | Acct | Account | 9/7/23 3:03 PM |
| SchwabAcctType | 2 | Schwab One with Margin | Schwab One with Margin | Acct | Account | 9/7/23 3:03 PM |
| SchwabPlanType | 1 | Schwab SEP-IRA | Schwab SEP-IRA | Acct | Account | 8/14/23 3:13 PM |
| SchwabPlanType | 2 | Schwab Salary Deferral SEP-IRA | Schwab Salary Deferral SEP-IRA | Acct | Account | 8/14/23 3:13 PM |
| SchwabPlanType | 3 | IRAS 5305-SEP | IRAS 5305-SEP | Acct | Account | 8/14/23 3:13 PM |
| SendIAInfoCopies | 1 | Should | Should | Acct | Account | 8/9/23 3:41 PM |
| SendIAInfoCopies | 2 | Should Not | Should Not | Acct | Account | 8/9/23 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 | 8/14/23 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 | 8/14/23 3:13 PM |
| Solicited | 1 | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| Solicited | No | No | No | Acct | Account | 12/13/22 10:49 AM |
| Solicited | Yes | Yes | Yes | Acct | Account | 12/13/22 10:49 AM |
| SubReportType | 1 | I want a new subscription to the Report | I want a new subscription to the Report | Acct | Account | 8/9/23 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 | 8/9/23 3:41 PM |
| SweepAcctType | 0 | Other | Other | Acct | Account | 9/18/18 1:57 PM |
| SweepAcctType | 1 | FCASH | Fidelity mutual fund | Acct | Account | 9/18/18 1:57 PM |
| SweepAcctType | 2 | FDRXX | Fidelity mutual fund | Acct | Account | 9/18/18 1:57 PM |
| SweepAcctType | 3 | FXFXX | Fidelity mutual fund | Acct | Account | 9/18/18 1:57 PM |
| SweepAcctType | 4 | QFUPQ | Fidelity mutual fund | Acct | Account | 9/18/18 1:57 PM |
| SweepAcctType | 5 | QIWSQ | Fidelity mutual fund | Acct | Account | 9/18/18 1:57 PM |
| SweepAcctType | 6 | SPAXX | Fidelity mutual fund | Acct | Account | 12/5/18 10:21 AM |
| SweepAcctType | 7 | FZFXX | Fidelity mutual fund | Acct | Account | 7/22/20 10:53 AM |
| SweepAcctType | 8 | QFOSQ | Fidelity mutual fund | Acct | Account | 7/22/20 10:53 AM |
| TotalIRADistType | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| TotalIRADistType | 1 | Cash and Securities | Cash and Securities | Acct | Account | 3/18/20 12:06 PM |
| TotalIRADistType | 2 | Cash Only | Cash Only | Acct | Account | 3/18/20 12:06 PM |
| TradeConfirms | 0 | Other | Other | Acct | Account | 8/3/16 10:35 AM |
| TradeConfirms | 1 | Electronic | Electronic Trade Confirmations | Acct | Account | 8/3/16 10:35 AM |
| TradeConfirms | 2 | Paper | Paper Trade Confirmations | Acct | Account | 8/3/16 10:35 AM |
| TradingAuth | 1 | Limited Trading Authorization | Limited Trading Authorization | Acct | Account | 12/5/22 3:58 PM |
| TradingAuth | 2 | Full Trading Authorization | Full Trading Authorization | Acct | Account | 12/5/22 3:58 PM |
| TradingAuth | Yes | Yes | Yes | Acct | Account | 2/15/23 11:58 AM |
| TradingDisbursementAuth | 1 | Yes | Yes | Acct | Account | 12/5/22 3:58 PM |
| TradingObj | 0 | Other | Other | Acct | Account | 3/18/20 12:06 PM |
| TradingObj | 1 | Covered Writing | Covered Writing | Acct | Account | 3/18/20 12:06 PM |
| TradingObj | 2 | Buying Protective Puts | Buying Protective Puts | Acct | Account | 3/18/20 12:06 PM |
| TradingObj | 3 | Buying Puts and Calls | Buying Puts and Calls | Acct | Account | 3/18/20 12:06 PM |
| TradingObj | 4 | Spread Trading | Spread Trading | Acct | Account | 3/18/20 12:06 PM |
| TradingObj | 5 | Uncovered Writing | Uncovered Writing | Acct | Account | 3/18/20 12:06 PM |
| TransferSoldBy | 0 | Other | Other | Acct | Account | 9/25/06 12:00 AM |
| TransferSoldBy | 1 | Myself | Myself | Acct | Account | 9/25/06 12:00 AM |
| TransferSoldBy | 2 | Advisor | Advisor | Acct | Account | 9/25/06 12:00 AM |
| TransferType | 1 | Cash | Cash | Acct | Account | 5/12/23 3:20 PM |
| TransferType | 2 | Reinvest | Reinvest | Acct | Account | 5/12/23 3:20 PM |
| TrustCheckingActivity | 1 | Less than 15 times per month | Less than 15 times per month | Acct | Account | 1/8/24 1:05 PM |
| TrustCheckingActivity | 2 | 15 to 30 times per month | 15 to 30 times per month | Acct | Account | 1/8/24 1:05 PM |
| TrustCheckingActivity | 3 | 31 to 45 times per month | 31 to 45 times per month | Acct | Account | 1/8/24 1:05 PM |
| TrustCheckingActivity | 4 | More than 45 times per month | More than 45 times per month | Acct | Account | 1/8/24 1:05 PM |
| TrusteeRights | 0 | Other | Other | Acct | Account | 10/11/06 12:00 AM |
| TrusteeRights | 1 | Independent | Trustees can act independently | Acct | Account | 10/11/06 12:00 AM |
| TrusteeRights | 2 | Joint | Trustees must work together on account | Acct | Account | 10/11/06 12:00 AM |
| FundSrcBankInformation | 1 | Bank Information | Bank Information | Acct | FundSource | 9/7/23 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 | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile | 6/9/05 12:00 AM |
| MFDVD.O.AddrUnitType | 0 | Other | Other | Acct | 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 | 5/5/16 8:17 PM |
| BP.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/16 8:17 PM |
| BP.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 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 | 8/18/23 8:53 AM |
| BusScopeType | 0 | Other | Other | Client | Client Personal Info | 8/9/23 3:41 PM |
| BusScopeType | 1 | Commercial/operating business | Commercial/operating business | Client | Client Personal Info | 8/9/23 3:41 PM |
| BusScopeType | 2 | Financial Instituion | Financial Instituion | Client | Client Personal Info | 8/9/23 3:41 PM |
| BusScopeType | 3 | Personal Investment Company | Personal Investment Company | Client | Client Personal Info | 8/9/23 3:41 PM |
| CitizenshipType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| CitizenshipType | 1 | US Citizen | US Citizen | Client | Client Personal Info | 6/9/05 12:00 AM |
| CitizenshipType | 2 | Resident Alien | Resident Alien | Client | Client Personal Info | 6/9/05 12:00 AM |
| CitizenshipType | 3 | Non-Resident Alien | Non-Resident Alien | Client | Client Personal Info | 6/9/05 12:00 AM |
| CitizenshipType | 4 | US Legal Entity | Corporation, Partnership, LLC, Trust | Client | Client Personal Info | 3/30/06 12:00 AM |
| CitizenshipType | 5 | Non-Resident US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/6/15 5:30 PM |
| CitizenshipType | 6 | Non-US Citizen | US Citizen residing outside the US | Client | Client Personal Info | 8/3/16 10:35 AM |
| ConsultBroker | 1 | Yes | Yes | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultBroker | No | No | No | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultBroker | Yes | Yes | Yes | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultFamily | 1 | Yes | Yes | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultFamily | No | No | No | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultFamily | Yes | Yes | Yes | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultSelf | 1 | Yes | Yes | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultSelf | No | No | No | Client | Client Personal Info | 12/5/22 3:58 PM |
| ConsultSelf | Yes | Yes | Yes | Client | Client Personal Info | 12/5/22 3:58 PM |
| DL.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| DL.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/05 12:00 AM |
| DL.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/17 8:34 AM |
| DL.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/17 8:34 AM |
| DL.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/17 8:34 AM |
| DL.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/05 12:00 AM |
| DL.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/05 12:00 AM |
| DL.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/05 12:00 AM |
| DL.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/05 12:00 AM |
| DL.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/05 12:00 AM |
| DL.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/06 12:00 AM |
| DL.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/20 12:06 PM |
| DL.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/20 12:06 PM |
| DL.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/20 12:06 PM |
| DL.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/20 12:06 PM |
| DL.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| DL.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/16 6:32 PM |
| DOBType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| DOBType | 1 | Date of Birth | Date of Birth | Client | Client Personal Info | 6/9/05 12:00 AM |
| DOBType | 2 | Trust Date | Trust Date | Client | Client Personal Info | 6/9/05 12:00 AM |
| EnrollQuarterlyConfirmReport | 1 | Enroll Quarterly Confirm Report | Enroll Quarterly Confirm Report | Client | Client Personal Info | 4/10/24 8:21 AM |
| EntityType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| EntityType | 1 | Individual | Individual | Client | Client Personal Info | 6/9/05 12:00 AM |
| EntityType | 2 | Entity | Entity | Client | Client Personal Info | 6/9/05 12:00 AM |
| EntityType | 3 | Corporation | Corporation | Client | Client Personal Info | 4/5/08 12:00 AM |
| EntityType | 4 | Trust | Trust | Client | Client Personal Info | 4/5/08 12:00 AM |
| EntityType | 5 | Partnership | Partnership | Client | Client Personal Info | 4/5/08 12:00 AM |
| EntityType | 6 | S Corporation | S Corporation | Client | Client Personal Info | 12/5/18 10:21 AM |
| EntityType | 7 | Limited Liability Company (LLC) | LLC | Client | Client Personal Info | 12/5/18 10:21 AM |
| FeeType | 0 | Other | Other | Client | Client Personal Info | 4/5/16 7:26 PM |
| FeeType | 1 | Commission | Commission | Client | Client Personal Info | 4/5/16 7:26 PM |
| FeeType | 2 | Fee | Fee | Client | Client Personal Info | 4/5/16 7:26 PM |
| FeeType | 3 | Direct Choice | Direct Choice program type | Client | Client Personal Info | 3/26/19 2:11 PM |
| FinancialInstitutionType | 0 | Other Financial Institution | Other Financial Institution | Client | Client Personal Info | 8/9/23 3:41 PM |
| FinancialInstitutionType | 1 | Bank | Bank | Client | Client Personal Info | 8/9/23 3:41 PM |
| FinancialInstitutionType | 2 | Securities Firm | Securities Firm | Client | Client Personal Info | 8/9/23 3:41 PM |
| FinancialInstitutionType | 3 | Insurance Company | Insurance Company | Client | Client Personal Info | 8/9/23 3:41 PM |
| FinancialInstitutionType | 4 | Mutual Fund/Hedge Fund | Mutual Fund/Hedge Fund | Client | Client Personal Info | 8/9/23 3:41 PM |
| FinancialInstitutionType | 5 | Money Exchange House | Money Exchange House | Client | Client Personal Info | 8/9/23 3:41 PM |
| FirmAuthAgent | No | No | No | Client | Client Personal Info | 8/9/23 3:41 PM |
| FirmAuthAgent | Yes | Yes | Yes | Client | Client Personal Info | 8/9/23 3:41 PM |
| Gender | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| Gender | 1 | Male | Male | Client | Client Personal Info | 6/9/05 12:00 AM |
| Gender | 2 | Female | Female | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/17 8:34 AM |
| GOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/17 8:34 AM |
| GOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/17 8:34 AM |
| GOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/05 12:00 AM |
| GOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/05 12:00 AM |
| GOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/06 12:00 AM |
| GOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV2.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV2.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/17 8:34 AM |
| GOV2.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/17 8:34 AM |
| GOV2.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/17 8:34 AM |
| GOV2.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV2.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV2.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/05 12:00 AM |
| GOV2.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/05 12:00 AM |
| GOV2.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/05 12:00 AM |
| GOV2.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/06 12:00 AM |
| GOV2.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV2.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV2.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV2.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/20 12:06 PM |
| GOV2.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| GOV2.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/16 6:32 PM |
| GrantorType | 1 | Individual | Individual | Client | Client Personal Info | 8/14/23 3:13 PM |
| GrantorType | 2 | Organization | Organization | Client | Client Personal Info | 8/14/23 3:13 PM |
| GrantorType | 3 | Trust | Trust | Client | Client Personal Info | 8/14/23 3:13 PM |
| HoldAssetsOtherFirm | No | No | No | Client | Client Personal Info | 8/9/23 3:41 PM |
| HoldAssetsOtherFirm | Yes | Yes | Yes | Client | Client Personal Info | 8/9/23 3:41 PM |
| IABenefitsOrg | No | No | No | Client | Client Personal Info | 8/9/23 3:41 PM |
| IABenefitsOrg | Yes | Yes | Yes | Client | Client Personal Info | 8/9/23 3:41 PM |
| IABusinessOperations | No | No | No | Client | Client Personal Info | 8/9/23 3:41 PM |
| IABusinessOperations | Yes | Yes | Yes | Client | Client Personal Info | 8/9/23 3:41 PM |
| IAEstablishment | No | No | No | Client | Client Personal Info | 8/9/23 3:41 PM |
| IAEstablishment | Yes | Yes | Yes | Client | Client Personal Info | 8/9/23 3:41 PM |
| ImmigrationStatus | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| ImmigrationStatus | 1 | Permanent Resident | Permanent Resident | Client | Client Personal Info | 6/9/05 12:00 AM |
| ImmigrationStatus | 2 | Non-Permanent Resident | Non-Permanent Resident | Client | Client Personal Info | 6/9/05 12:00 AM |
| ImmigrationStatus | 3 | Non-Resident | Non-Resident | Client | Client Personal Info | 6/9/05 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 | 8/9/23 3:41 PM |
| IRSBackupWithhold | 1 | Subject to backup withholding | Subject to backup withholding | Client | Client Personal Info | 12/5/22 3:58 PM |
| L.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM |
| L.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM |
| L.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/16 8:17 PM |
| L.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/16 8:17 PM |
| L.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 PM |
| L.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM |
| Married | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| Married | 1 | Single | Single | Client | Client Personal Info | 6/9/05 12:00 AM |
| Married | 2 | Married | Married | Client | Client Personal Info | 6/9/05 12:00 AM |
| Married | 3 | Divorced | Divorced | Client | Client Personal Info | 6/9/05 12:00 AM |
| Married | 4 | Separated | Separated | Client | Client Personal Info | 8/12/05 12:00 AM |
| Married | 5 | Widowed | Widowed | Client | Client Personal Info | 8/12/05 12:00 AM |
| Married | 6 | Domestic Partner | Domestic Partner | Client | Client Personal Info | 12/8/13 12:00 AM |
| Married | 7 | Married Tax Single | Married, but withhold at single tax rate | Client | Client Personal Info | 7/18/14 3:55 PM |
| Married | 8 | Annulled | Marriage was annulled | Client | Client Personal Info | 11/6/17 10:40 AM |
| NewClient | 0 | Other | Other | Client | Client Personal Info | 9/27/06 12:00 AM |
| NewClient | 1 | New | New Client | Client | Client Personal Info | 9/27/06 12:00 AM |
| NewClient | 2 | Existing | Existing Client | Client | Client Personal Info | 9/27/06 12:00 AM |
| NonGOV.IDType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| NonGOV.IDType | 1 | Passport | Passport | Client | Client Personal Info | 6/9/05 12:00 AM |
| NonGOV.IDType | 10 | I94 | I94 | Client | Client Personal Info | 7/26/17 8:34 AM |
| NonGOV.IDType | 11 | I797 | I797 | Client | Client Personal Info | 7/26/17 8:34 AM |
| NonGOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info | 7/26/17 8:34 AM |
| NonGOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info | 6/9/05 12:00 AM |
| NonGOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info | 6/9/05 12:00 AM |
| NonGOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info | 6/9/05 12:00 AM |
| NonGOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info | 8/5/05 12:00 AM |
| NonGOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info | 8/5/05 12:00 AM |
| NonGOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info | 4/6/06 12:00 AM |
| NonGOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDType | 9 | Visa | Visa | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerified | 0 | OTHR | Other ID Vendor | Client | Client Personal Info | 3/18/20 12:06 PM |
| NonGOV.IDVerified | 1 | CDCR | Compliance Data Center Inc. Report | Client | Client Personal Info | 3/18/20 12:06 PM |
| NonGOV.IDVerified | 2 | RDCR | Regulatory Data Corporation | Client | Client Personal Info | 3/18/20 12:06 PM |
| NonGOV.IDVerified | 3 | INRV | Internal Review | Client | Client Personal Info | 3/18/20 12:06 PM |
| NonGOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info | 4/8/16 6:32 PM |
| NonGOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info | 4/8/16 6:32 PM |
| NoOrgRegNum | 1 | No Organization Registration Number | No Organization Registration Number | Client | Client Personal Info | 8/9/23 3:41 PM |
| OptOutMeetingProxyNotifications | 1 | Opt Out Meeting Proxy Notifications | Opt Out Meeting Proxy Notifications | Client | Client Personal Info | 4/10/24 8:21 AM |
| OrgPrimaryBus | 1 | Financial Instituion | Financial Instituion | Client | Client Personal Info | 8/9/23 3:41 PM |
| OrgPrimaryBus | 2 | Operating Entity | Operating Entity | Client | Client Personal Info | 8/9/23 3:41 PM |
| OrgPrimaryBus | 3 | Non-Operating Entity | Non-Operating Entity | Client | Client Personal Info | 8/9/23 3:41 PM |
| OrgPrimaryBus | 4 | Charitable Organization | Charitable Organization | Client | Client Personal Info | 8/9/23 3:41 PM |
| OrgPrimaryBus | 5 | Governmental Organization | Governmental Organization | Client | Client Personal Info | 8/9/23 3:41 PM |
| OrgPrimaryBus | 6 | Tribal Organization | Tribal Organization | Client | Client Personal Info | 8/9/23 3:41 PM |
| PO.AddrType | 0 | Other | Other | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 4 | Office | Office address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM |
| PO.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM |
| PO.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/16 8:17 PM |
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info | 5/5/16 8:17 PM |
| PO.PhoneNumFormat | 2 | International | International | Client | Client Personal Info | 5/5/16 8:17 PM |
| PO.PrimaryAddress | 1 | Primary Address | Primary Address | Client | Client Personal Info | 12/5/22 2:57 PM |
| Prefix | 0 | Other | Other | Client | Client Personal Info | 11/13/12 4:00 PM |
| Prefix | 1 | Mr. | Mister | Client | Client Personal Info | 11/13/12 4:00 PM |
| Prefix | 2 | Mrs. | Misses | Client | Client Personal Info | 11/13/12 4:00 PM |
| Prefix | 3 | Ms. | Mis | Client | Client Personal Info | 11/13/12 4:00 PM |
| Prefix | 4 | Estate | Estate | Client | Client 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 | Client | Client Personal Info | 6/9/05 12:00 AM |
| R.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info | 6/9/05 12:00 AM |
| R.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info | 6/9/05 12:00 AM |
| R.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info | 6/9/05 12:00 AM |
| R.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info | 6/9/05 12:00 AM |
| R.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info | 6/9/05 12:00 AM |
| R.AddrUnitType | 0 | Other | Other | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 10 | Key | Key | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 14 | Office | Office | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 18 | Room | Room | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 19 | Side | Side | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 21 | Space | Space | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 5 | Building | Building | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 6 | Department | Department | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 8 | Front | Front | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info | 3/27/17 10:04 AM |
| R.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info | 5/5/16 8:17 PM |
| R.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client 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 | 6/9/05 12:00 AM |
| EIO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/05 12:00 AM |
| EIO.AddrUnitType | 0 | Other | Other | Client | Employer/Education | 3/27/17 10:04 AM |
| EIO.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education | 3/27/17 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 | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 10 | Key | Key | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 14 | Office | Office | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 18 | Room | Room | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 19 | Side | Side | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 21 | Space | Space | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 5 | Building | Building | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 6 | Department | Department | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 8 | Front | Front | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education | 3/27/17 10:04 AM |
| EO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education | 5/5/16 8:17 PM |
| EO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education | 5/5/16 8:17 PM |
| EO.PhoneNumFormat | 2 | International | International | Client | Employer/Education | 5/5/16 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 | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 4 | Office | Office address | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 6 | Employer | Employer's address | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education | 6/9/05 12:00 AM |
| O.AddrUnitType | 0 | Other | Other | Client | Employer/Education | 3/27/17 10:04 AM |
| O.AddrUnitType | 1 | 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 | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 2 | Mailing | Mailing address | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 4 | Office | Office address | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 6 | Employer | Employer's address | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo | 6/9/05 12:00 AM |
| O.AddrUnitType | 0 | Other | Other | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 10 | Key | Key | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 12 | Lot | Lot | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 13 | Lower | Lower | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 14 | Office | Office | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 16 | Pier | Pier | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 17 | Rear | Rear | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 18 | Room | Room | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 19 | Side | Side | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 2 | Suite | Suite | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 20 | Slip | Slip | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 21 | Space | Space | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 22 | Stop | Stop | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 24 | Upper | Upper | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 3 | Floor | Floor | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 4 | Unit | Unit | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 5 | Building | Building | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 6 | Department | Department | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 7 | Basement | Basement | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 8 | Front | Front | Company | ProdCo | 3/27/17 10:04 AM |
| O.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo | 3/27/17 10:04 AM |
| O.PhoneNumFormat | 0 | Other | Other | Company | ProdCo | 5/5/16 8:17 PM |
| O.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo | 5/5/16 8:17 PM |
| O.PhoneNumFormat | 2 | International | International | Company | ProdCo | 5/5/16 8:17 PM |
| O.PrimaryAddress | 1 | Primary Address | Primary Address | Company | ProdCo | 12/5/22 2:57 PM |
| PO.AddrType | 0 | Other | Other | Company | ProdCo | 6/9/05 12:00 AM |
| PO.AddrType | 1 | Home | Home or Legal address | Company | ProdCo | 6/9/05 12:00 AM |
| PO.AddrType | 2 | Mailing | Mailing address | Company | ProdCo | 6/9/05 12:00 AM |
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo | 6/9/05 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 | Company | ProdCo | 3/27/17 10:04 AM |
| PO.AddrUnitType | 1 | Apartment | 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 | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 4 | Office | Office address | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile | 6/9/05 12:00 AM |
| H.AddrUnitType | 0 | Other | Other | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 10 | Key | Key | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 14 | Office | Office | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 18 | Room | Room | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 19 | Side | Side | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 21 | Space | Space | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 5 | Building | Building | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 6 | Department | Department | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 8 | Front | Front | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile | 3/27/17 10:04 AM |
| H.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile | 5/5/16 8:17 PM |
| H.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile | 5/5/16 8:17 PM |
| H.PhoneNumFormat | 2 | International | International | Rep | Rep Profile | 5/5/16 8:17 PM |
| H.PrimaryAddress | 1 | Primary Address | 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 |
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