Lesli Selle
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Becca Sarratt and
Michael Klein are now friends 9 years, 6 months ago
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Allen Padilla replied to the topic Trade Date vs Settle Date in the forum Recon 9 years, 6 months ago
Thank you, Erin for this clarification of trade date vs. settle date. The time this rears its head for us is at year-end and in calculating the appropriate RMD amount for clients. CPAs, clients, and the IRS tend to use year-end values based on the custodian statements. If there are any transactions in an account where settle dates are after Dec…[Read more]
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Becca Sarratt and
Erika Jessop are now friends 9 years, 6 months ago -
Becca Sarratt and
Renee Fast are now friends 9 years, 6 months ago -
Becca Sarratt and
Laura Behrens are now friends 9 years, 6 months ago -
Becca Sarratt and
Josh Benson are now friends 9 years, 6 months ago -
Becca Sarratt and
Curtis Hicks are now friends 9 years, 6 months ago -
Becca Sarratt and
Amanda Steinspring are now friends 9 years, 6 months ago
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Becca Sarratt and
Ashley Morgan Wingfield are now friends 9 years, 6 months ago -
Becca Sarratt and
Erin Warner are now friends 9 years, 6 months ago -
Becca Sarratt and
Melissa McCune are now friends 9 years, 6 months ago -
Becca Sarratt and
Connie Jones are now friends 9 years, 6 months ago -
Becca Sarratt and
Randy Shideler are now friends 9 years, 6 months ago -
Becca Sarratt and
Lori Beaune are now friends 9 years, 6 months ago -
Becca Sarratt and
Karin Kingkade are now friends 9 years, 6 months ago
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Becca Sarratt and
Daniel Nauman are now friends 9 years, 6 months ago -
Becca Sarratt and
Stacy McMartin are now friends 9 years, 6 months ago -
Becca Sarratt and
Jacob Danielson are now friends 9 years, 6 months ago -
Becca Sarratt and
Brian Schmitz are now friends 9 years, 6 months ago
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Becca Sarratt and
Adam Palmer are now friends 9 years, 6 months ago - Load More
