This document contains a table with details of brokerage transactions including product family, stage, close date, total assets, and owner information. The transactions are related to additional brokerage, brokerage funds, and a new product for an existing client, all managed by Paul Morris.
documents/vol00010-efta01359550-pdf.pdf
{"title":"Southern Financial LLC salesforce.com - Unlimited Edition","key_people":["Paul Morris"],"document_date":"2015-09-28","document_type":"tabular","key_organizations":["Southern Financial LLC"],"reference_numbers":["DB-SDNY-0047635","SDNY_GM_00193819","EFTA01359550"]}