EFTA01425007.pdf
dataset_10 PDF 42.7 KB • Feb 4, 2026 • 2 pages
Subject: FW: Southern Financial - AUM example [I]
From: Stewart Oldfield
Date: Thu, 11 Oct 201 1•: 2:12 -•4• •
To: Donna Kerrigan <
FYI, KCP brokerage (and also AG deposits) don't seem to be flowing into GMIS
CBV data. NNA data seems to be unaffected
From: Bradley Gillin
Sent: Thursday, October 11, 2018 10:19 AM
To: Stewart Oldfield <= >
Subject: Southern Financial - AUM example [I]
Classification: For internal use only
Both N4G023804 and N4G026161 account balances have been removed from our
GMIS reports.
GMIS:
Account Balances:
Regards,
Brad
EFTA01425007
Bradley Gillin
Vice President
Deutsche Bank Wealth Management
345 Park Avenue, 24th Fl
New York NY 10154
Tel.
Fax
Emai
Securities offered through Deutsche Bank Securities Inc.
EFTA01425008
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