Raw source

Date: 2026-09-07
Title: JT and Brandon Drespling — Teams 1:1, 2026-09-07
Source: teams:///chats/19:1fa1d6af-4c47-4789-a7a9-b3d1d56ca309_eb0146ef-afce-4404-847a-c680b7898d45@unq.gbl.spaces — messages 1788788839911 through 1788803254686
What this is: Teams 1:1 messages as returned by the Microsoft 365 connector for 2026-09-07, oldest first, HTML stripped. Times are ET. Two messages carried no text (image or file only) and are noted as such. One rep code that appeared in the exchange has been omitted here per the tree's rule against recording custodian identifiers.

[09:47 AM] Brandon Drespling: Can you please populate Column C and D?  Kolker and Mike asked for it....I could figure it out if I had to but I know you can do it in 2 min.

[09:50 AM] Jeffrey Thomas: yeah

[09:54 AM] Jeffrey Thomas: (message with attachment, no text)

[09:59 AM] Brandon Drespling: gracias

[10:06 AM] Brandon Drespling: Do you show this as any of our guys rep code at Fidelity?  [rep code redacted]

[10:06 AM] Jeffrey Thomas: I'll look real quick but it doesn't ring a bell, not off the top of my head. Give me a second, I'll take another pic

[10:07 AM] Jeffrey Thomas: I don't see anything

[10:07 AM] Brandon Drespling: These few accounts haven't been linked to our Fidelity since 2025.  I'm pretty sure I can mark all of them closed in Black Diamond system, but wanted to double check

[10:07 AM] Brandon Drespling: I think they're clients of Kolker's that never came over

[10:08 AM] Jeffrey Thomas: I vote dump them

[10:09 AM] Brandon Drespling: Same - dumped em

[10:28 AM] Brandon Drespling: Have a column to add to the Fiduciary Report....

[10:28 AM] Brandon Drespling: I guess at the far right, if you can add "YTD Realized Capital Gain/Loss"

[10:29 AM] Jeffrey Thomas: yep

[10:29 AM] Brandon Drespling: Don't need it now

[10:29 AM] Brandon Drespling: Just whenever this week

[10:30 AM] Jeffrey Thomas: Cool. Yeah I still have the Alpha to update on the next round of updates as well.

[11:57 AM] Brandon Drespling: In addition to the client file, we should save the entire Zakir complaint review here:  Box\Triumph Capital Management\Team\1_COMPLIANCE FOLDER\CLIENT COMPLAINTS\CLIENT COMPLAINTS\2026\2026-Q3_Client Complaint Review

[12:01 PM] Jeffrey Thomas: no submission just drop something in?

[12:01 PM] Jeffrey Thomas: I have something drafted up. At least I did.

[12:01 PM] Brandon Drespling: Not sure what you mean?

[12:02 PM] Jeffrey Thomas: A Compliance Submission

[12:02 PM] Brandon Drespling: ohhh yeah we can do one of those once it's all done and settled

[12:02 PM] Jeffrey Thomas: I'll look at them. I can't remember the process for client complaints

[12:04 PM] Brandon Drespling: (message with no text)

[12:07 PM] Jeffrey Thomas: Grieving man

[12:07 PM] Jeffrey Thomas: (message with no text)

[01:44 PM] Jeffrey Thomas (with attachment 2026-09-07_Jared-Thompson_Relationship-Check.html): Timeline of correspondences, email, redtail, meetings... MAP and past year of trading. I see some items not 100% like BD equity bands etc. so wouldn't send it anywhere. I ran it rather quickly about 20/30 minutes and didn't work all the nuances out.
[Brandon reacted with a thumbs up.]

[01:47 PM] Jeffrey Thomas: I have to run for a min so couldn't look at those fees, not sure.