This document is a financial statement from Deutsche Bank Private Wealth Management for the account of Southern Financial LLC, covering the period from July 1, 2014, to July 31, 2014. It includes information on tax lot disposition methods, electronic delivery options, pricing, estimated annual figures, proxy voting, foreign currency transactions, and the role of Pershing as a clearing broker.
documents/vol00010-efta01455043-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"],"reference_numbers":["A0098161CSF30017","DB-SDNY-0113558","SDNY_GM_00259742","EFTA01455043"]}