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EFTA01268438.pdf
AI Summary
An email from Richard Kahn of HBRK Associates requesting entry of cost basis and purchase date information for transferred securities. This appears to be routine financial record-keeping related to securities transactions. [Rating: 4/10 - Standard financial communication about securities transfers with some case-specific content but no notable revelations]
Flags
financial_transactions
Extracted Entities
| Name | Type | Context |
|---|---|---|
| HBRK Associates Inc. | organization | Financial firm located at 575 Lexington Avenue, New York |
| Chad Markland | person | Email recipient |
| Jeanne Brennan | person | CC'd on the email |
| Richard Kahn | person | Employee of HBRK Associates requesting securities information |
Full Text
From: laarabil To: <Chad MarklandAtdampritrada coma Cc: Jeanne Brennan Subject: Cost Basis of Securities Transferred along ivith Purchase Dates Data: Tuesday, February 12, 2019 12:40:30 PM Attachments: ripen3971870190217114453.od lintM eth=c I neptS t022a.h im can you please have information entered thank you Richard Kahn HBRK. Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 tel 212-971-1306 fax 212-320-0381 cell 917-414-7584 Begin forwarded message: From: rik Date: February 12, 2019 at 11:44:56 AM EST To: CS 3051ci [00:17:c8:25:f3: 531 CONFIDENTIAL SDNY_GM_00012389 EFTA 00123035 EFTA01268438