EFTA01414159.pdf
dataset_10 PDF 67.3 KB • Feb 4, 2026 • 2 pages
Subject: RE: Apple transfer to Merrill Lynch [I]
From: Mary Murray
Date: Thu, 30 Mar 2017 11:07:29 -0400
To: Tazia Smith
Cc: Stewart Oldfield
Joshua Shoshan
Vahe Stepanian
Zbynek Kozelsky
Classification: For internal use only
We need a signed LOA from the client for below that also references his DBSI
account number.
We're shorthanded so it would be great if Vahe could ask the client for
that. Thank you.
From: Tazia Smith
Sent: Thursday, March 30, 2017 11:04 AM
To: Zbynek Kozelsky
Cc: Mary Murray; Stewart Oldfield; Joshua Shoshan; Vahe Stepanian
Subject: FW: Apple transfer to Merrill Lynch [I]
Importance: High
Classification: For internal use only
Ziggy —
Stock transfer for JE. I spoke with Rich Kahn on this. Given constrained
resources, please advise on next step to effectuate these instructions:.
From: Richard Kahn [mailto:
Sent: Thursday, March 30, 2017 10:52 AM
To: Tazia Smith
EFTA01414159
Cc: Stewart Oldfield; Jeanne Brennan
Subject: Apple transfer to Merrill Lynch
Can you please transfer 100,000 shares from southern financial Llc to
Merrill southern trust account
1. Please send shares to
DTCC Participant # 2251
Agent ID 26320
FFC 603118.1 Southern Trust Company, Inc.
Please call me with any questions. Thank you.
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue, 4th Floor
New York, NY 10022
Phone
Fax
Cell
EFTA01414160
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