This document is a financial statement from Deutsche Bank Private Wealth Management for Southern Financial LLC, covering the period from February 1, 2016, to February 29, 2016. It includes details on portfolio value, asset allocation, income and expenses, and transactions. The statement shows a significant withdrawal and securities transfer, resulting in an ending account value of $0.00. It also provides information on FDIC insured bank deposits and includes various disclosures and client service information.
documents/vol00010-efta01291885-pdf.pdf
{"title":"Deutsche Bank Private Wealth Management Statement","key_people":["Daniel Sabba"],"document_date":"2016-02-29","document_type":"financial","key_locations":["New York, NY","St. Thomas, VI"],"document_subtype":"Bank Statement","key_organizations":["Deutsche Bank","Southern Financial LLC","Pershing LLC","The Bank of New York Mellon Corporation"]}