Deutsche Bank Private Wealth Management statement for Southern Financial LLC covering the period from July 1, 2014, to July 31, 2014. It includes a schedule of realized gains and losses, cost basis adjustments, and messages regarding money market mutual funds and FDIC-insured bank deposits. The document advises consulting a tax advisor for accurate tax reporting and mentions the rebranding of Deutsche Bank's asset and wealth management operations.
documents/vol00010-efta01455056-pdf.pdf
{"document_date":"2014-07-31","document_type":"financial","key_locations":["New York, NY","Baltimore, MD"],"document_subtype":"bank statement","key_organizations":["Deutsche Bank Private Wealth Management","Deutsche Bank Securities Inc.","Pershing","Federal Deposit Insurance Corporation","Securities Investor Protection Corporation","Deutsche Asset & Wealth Management","Deutsche Bank Alex. Brown","FINRA","NYSE","SIPC","Southern Financial LLC"]}