Pipeline Opportunity Name Customer Name % Close Date cture BPS Flat Fee Actual Revenue Sales Team Member Product Name Actual Assets Stru Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000 Paul Morris EFTA01475301 Paul 25 Customer Name Customer Number Status Relationship Classification Investable Assets (Est.) Revenue Potential ($M per annum) , A Rel. Net Worth Relationship Last Modified Date Last EFTA01475302 EFTA01475303 Rel. Net Worth Relationship Last Modified Date Last Stew 25 Customer Name Customer Number Status Relationship Classification Investable Assets (Est.) Revenue Potential ($M per annum) Activit Date Date Contacted Cate•o Notes EFTA01475304