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Categories
TradePMR
Client
2.25% Fee
xmas 2013
Referral letter
Friends
California
Out of State
White Wine
Red Wine
Water
Tea (Cold)
Coffee
Dark Chocolate
Flowers
ENT
Pumpkinfest 2013
401K
< $100k
PIP
Interactive Brokers
Simple Plan
Nevada
Family
Partner/Vendor/Wholesaler
Milk Chocolate
Plants
Golfer
Mastermind
COI
Premier Home Loans
Advisory Board
RMD
1.5% Fee
No Alcohol
Texas
TLC-drip
Tea (Hot)
Coffee (Decaf)
Advertising Compliance
Workshop/Seminar
Dynamic Asset Allocation Program
mailer marketing
DRIP 2014
TCA
DRIP 2015
Imported 2016-11-28
Harvard Medical Park Employee
Imported 2016-06-20
Soda
Alaska
1% Fee
Business Prospect
1.25% Fee
2% Fee
Financial Planning
Vegetarian
Resource CIF
