The document is a financial account statement detailing transactions, client service information, and important disclosures. It includes information about the client's investment specialist, account settings, and the role of Pershing as a clearing broker.
doj/DataSet10/EFTA01384218.pdf
{"key_people":["Martin Zeman"],"document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154"],"document_subtype":"account statement","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","FINRA","NYSE","SIPC"],"reference_numbers":["DB-SDNY-0084299","SDNY_GM_00230483","EFTA01384218"]}