View Actions
Agreement ID
Agreement Type:
IBUES-T
Agreement ID:
100489
Parties
Executing Broker
Best Options Co
Clearing Broker
A1 Securities
Trader
Best Investment Management LLC
Customer
Kauffman Associates
[Party Role]
[Party Name]
Username
Party
First Name
Last Name
Action Date
Time
Action
Notification
joe.crane@institution.org
Institution Grande
Joe
Crane
05-Oct-2006
09:00:00
Initiated New Agreement
All Parties
jack.foreman@institution.org
Institution Grande
Jack
Foreman
06-Oct-2006
10:00:00
Modified
All Parties
joe.crane@institution.org
Institution Grande
Joe
Crane
07-Oct-2006
11:00:00
Sent to Review
All Processors
jessica.pasteur@institution.org
Institution Grande
Jessica
Pasteur
08-Oct-2006
12:00:00
Sent to Approver
Same Party Approver
jeremy.nathan@institution.org
Institution Grande
Jeremy
Nathan
09-Oct-2006
13:00:00
Recall Send to Approver
Same Party Approver
erin.danielson@institution.org
Best Customer
Erin
Danielson
10-Oct-2006
14:00:00
Sent to Approver
Same Party Approver
jordan.masters@institution.org
Institution Grande
Jordan
Masters
11-Oct-2006
15:00:00
Attached signature page
jordan.masters@institution.org
Institution Grande
Jordan
Masters
12-Oct-2006
16:00:00
Approved
All Parties
jeremiah.grant@institution.org
Institution Grande
Jeremiah
Grant
13-Oct-2006
17:00:00
Recall Approval
All Parties
elise.curry@institution.org
Best Customer
Elise
Curry
14-Oct-2006
18:00:00
Approved
All Parties
elise.curry@institution.org
Best Customer
Elise
Curry
15-Oct-2006
19:00:00
Connex to All Parties
All Parties
elise.curry@institution.org
Best Customer
Elise
Curry
16-Oct-2006
20:00:00
Terminated Agreements
All Parties