This document is a financial statement from Deutsche Bank Private Wealth Management for Southern Financial LLC, covering the period from December 1, 2014, to December 31, 2014. It includes detailed information on account valuation, asset allocation, income and expenses, portfolio holdings, and realized gains and losses. The statement provides a comprehensive overview of the financial activities and status of the account, including cash deposits, securities transactions, and income from dividends and interest.
documents/vol00010-efta01288520-pdf.pdf
{"title":"Deutsche Bank Private Wealth Management Statement","key_people":["Daniel Sabba"],"document_date":"2014-12-31","document_type":"financial","key_locations":["New York, NY","St. Thomas, VI"],"document_subtype":"Bank Statement","key_organizations":["Deutsche Bank Private Wealth Management","Southern Financial LLC","Pershing LLC"],"reference_numbers":["SDNY_GM_00045548","DB-SDNY-0008372","EFTA 00156157"]}