Digest

Sweep digest — 2026-09-12

Window: 2026-09-09 06:30 → 2026-09-12 06:30 ET (three days: the 2026-09-10 and 2026-09-11 scheduled runs failed at sign-in, see Errors) Run: 06:30 ET, single pass, throttled by Microsoft Graph

Counts

Source	Items seen	Record-worthy	Noise
Calendar	1 in window (a vendor webinar JT registered for, no attendees)	0	1 — a forward lookup found Tim Gelling's 2026-09-15 invite, which JT accepted 2026-09-10; noted on his profile
Outlook	66 (46 inbox, 20 sent)	6 messages → 2 records (Brandon's email to the Zakirs; JT's forward of the Zoom port confirmation to Chad); 4 more cited as context (the IAR CE reminder, the Zoom notice, the JotForm ad-request notice, a Teams missed-activity email carrying Jamar's deleted text)	60 — 15 Options Report sends, 4 meeting acceptances, vendor marketing (Addepar, Preqin, NetSuite, Innovator, Canva, SAP Concur, Plaid, Principal, Carnivore, Verizon rep, UChicago, Balerion), FMG notices, AppRiver quarantine and export-complete notices, HubSpot and QNAP notices, Fidelity custody alert, Reclaim weekly, the firm Daily Intelligence and End of Day Brief, two JotForm compliance-record notices, a portal test inquiry, a BD Reporting document notice, three Teams missed-activity emails
Teams	70 messages across 5 chats (48 Brandon, 6 Jamar, 4 Rheece, 3 Dan Mayer, 9 in JT's notes-to-self chat)	61 → 6 records	9 — the notes-to-self chat, per `people.json` ignore list
Box Zoom	3 new meeting folders (all 2026-09-09, Derek's client Zooms)	0	0 — no transcript in any of them, see Needs JT
Notion	0 meeting notes created on or after 2026-09-09	0	0
`_inbox\`	0 files	0	0

Records written

Zakir complaint — CCO says the internal review is complete and proposes a call — Brandon Drespling, Rob and Raya Zakir, Derek Eichenwald — on the day Derek had promised the document package, Brandon emailed the clients a call request instead; no package, no figure, no reply.
Zakir package handed to the CCO, AppRiver email sweep, and the Market & Economic deck moves to a versioned Box folder — Brandon Drespling, Rob and Raya Zakir — JT delivered the reconciliation site, matter folder, 2026 timeline and a 2016–2026 email export (no 1% or 1.25% ever stated in email); the deck got two versions and a dated-folder home under Brandon's TCM Firm File.
Due diligence on new solicitor Jessica Kephart — Brandon Drespling — new compliance assignment, two-week window, submission to her Active Solicitors folder.
Zoom port order confirmed for 2026-09-18, forwarded to Chad — Chad Burnham — one of the two resubmitted orders has a port date; Zoom's notice does not say which number.
Rheece's lapsed FINRA licenses — Series 7 and 63, CE missed December 2025 — Rheece Hilliard — his first direct ask of JT; JT's holding reply 2026-09-11, answer still owed.
Jamar's continuing-education question, withdrawn the same afternoon — Jamar Anderson — asked at 11:18 AM, deleted at 4:52 PM after the IAR CE reminder went out; only the notification preview survives.
Zakir matter — any other client email addresses on file — Jamar Anderson, Rob and Raya Zakir — one older Redtail address in five minutes, which completed the AppRiver export.
Dan Mayer's advertising request reviewed and approved — Dan Mayer — JotForm ad request approved within fifty minutes; first direct JT–Dan exchange on the record.

Profiles touched

Brandon Drespling: snapshot rewritten (Zakir call-instead-of-package, Kephart assignment, the deck as a rolling product); three focused-on bullets; three asking-me-for rows (two done, Kephart open to 2026-09-23); two concerns; three doable rows; three how-to bullets (delegates format decisions, evening bursts, edits assignments after sending); three crossover; three decisions; three meeting-log rows.
Jamar Anderson: snapshot rewritten (inside-the-hour turnarounds, CE question withdrawn); two focused-on; one asking-me-for (withdrawn); two how-to; two crossover; two meeting-log rows.
Rheece Hilliard: snapshot rewritten with his licensing history; first asking-me-for row (open, target 2026-09-15); first concerns, doable, and how-to bullets; crossover to Jamar; meeting-log row; channels updated.
Dan Mayer: snapshot, first focused-on/asking/how-to/decisions bullets, meeting-log row, channels updated.
Chad Burnham: snapshot rewritten; focused-on bullet; the forwarding ask marked met for the first confirmation; doable and crossover bullets; meeting-log row.
Rob and Raya Zakir: snapshot rewritten to the lapsed 2026-09-11 package date and what the Firm holds unsent; focused-on, doable, how-to, crossover, decisions bullets; three meeting-log rows.
Derek Eichenwald: two crossover bullets (the package date passing while out; Tim Gelling's invite accepted by JT); meeting-log row.
Tim Gelling: snapshot rewritten; new email tim@kesiiconsole.com; the catch-up-call ask marked scheduled for 2026-09-15; decisions-log entry; two meeting-log rows (2026-09-15 upcoming; 2026-09-08 Derek Zoom, untranscribed).

Series updated

None. No occurrence of any series in the window. JT re-accepted the MBTC October Allocation invite (2026-09-29) on 2026-09-11 — noise, nothing changed.

New people, confirm tier

None created. Names that appeared without corresponding with JT directly: Jessica Kephart (new solicitor, subject of Brandon's due-diligence ask; no address seen), "fisher" (Brandon's Monday meeting; surname only), and three of Derek's Zoom clients by folder name (Lia Rottman, Rochelle Waite, Courtney Clark). None tracked; JT to say if any should be.
people.json gained two addresses on existing entries: tim@kesiiconsole.com for Tim Gelling and raya@olivesd.com / rob@olivesd.com for the Zakirs.

Updates applied

None. _inbox\UPDATES.md holds only its template text.

Needs JT

Zakir: the promised 2026-09-11 package did not go. Brandon emailed a call request instead; the clients have not replied to either of his emails (09-07, 09-11). Their own "end of next week" escalation deadline from 2026-09-02 has also passed. Someone should restate a package date to them in writing, and the credit decision still has no number on the record. Added to Blocked in OPEN-ITEMS.
Which number did Zoom confirm? Order 2026090823375823913 ports 2026-09-18 11:30 AM ET, but the notice does not say whether it is the 877 or the fax line. One line to Chad settles it.
Rheece is owed an answer on his Series 7/63 (JT said "let me look into this" on 2026-09-11). Target set at 2026-09-15 in OPEN-ITEMS.
Jamar's CE question was withdrawn; his IAR registration status is not on file, so whether the NASAA CE requirement applies to him is unknown.
Kephart due diligence is due by about 2026-09-23 and she is already active on accounts.
Tim Gelling meeting 2026-09-15 3:00 PM ET. JT accepted it directly. The Blocked item "whether JT takes the Tim conversation" was moved to Closed on that basis; if that was not the intent, decline the invite and say so and it moves back.
Three untranscribed Zoom folders under the main Zoom recordings folder, all 2026-09-09, all Derek's client meetings (ids 416620252443, 416642773453, 416663595813): audio/video/chat only, no .transcript.vtt. The third holds only unconverted .zoom files. Not logged; audio is never transcribed here.
Brandon chat coverage may be incomplete. The connector scans the 50 most recent messages per chat; the Brandon 1:1 returned 48 in the window with a gap between 2026-09-09 1:07 PM and 2026-09-11 9:06 AM ET. Anything sent in that gap was not seen. Two images, four attachments, and three empty-body messages in that chat are not retrievable.
Dan Mayer's advertising material is not on the record; the JotForm submission holds it.

Errors

The scheduled runs on 2026-09-10 and 2026-09-11 both exited 1 at sign-in: "Failed to authenticate: OAuth session expired and could not be refreshed." Nothing was read those days; this run covered all three days.
Microsoft Graph returned HTTP 429 seven times during this run (a Sent-Items read, a calendar lookup, four Teams message reads, two Teams search pages); each succeeded on retry after the 62-second wait. One Teams chat of 50 failed to scan on every pass (not identified by the connector). Fifth consecutive run with 429s.