Records

38 of 38. One record per meeting, call, email thread, Teams thread, or note.

2026-09-12emailKephart solicitor due diligence submitted, approved by the CCO, and archived
Brandon Drespling, Jim Peters
2026-09-11teamsZakir matter — any other client email addresses on file
Jamar Anderson, Rob and Raya Zakir
2026-09-11teamsDan Mayer's advertising request reviewed and approved
Dan Mayer
2026-09-11emailZoom port order confirmed for 2026-09-18, forwarded to Chad
Chad Burnham
2026-09-11emailZakir complaint — CCO says the internal review is complete and proposes a call
Brandon Drespling, Rob and Raya Zakir, Derek Eichenwald
2026-09-11teamsZakir 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
2026-09-09teamsRheece's lapsed FINRA licenses — Series 7 and 63, CE missed December 2025
Rheece Hilliard
2026-09-09teamsJamar's continuing-education question, withdrawn the same afternoon
Jamar Anderson
2026-09-09teamsDue diligence on new solicitor Jessica Kephart
Brandon Drespling
2026-09-08emailNydia Retirement Solutions resignation letter received in writing, with Form 5558
Jamar Anderson, Derek Eichenwald, Brandon Drespling, Rheece Hilliard
2026-09-08teamsPhone install day at the Denver office and Dan Mayer's Zoom invite
Jamar Anderson, Dan Mayer, Chad Burnham
2026-09-08emailZoom Phone cutover — desk phones live, 877 and fax ports rejected and resubmitted
Chad Burnham, Derek Eichenwald, Brandon Drespling
2026-09-08teamsDeck bond slide, the old phone contract, and voicemail setup
Brandon Drespling
2026-09-07teamsSupabase invite chased again, walkthrough offered
Derek Eichenwald
2026-09-07emailBrandon's CCO acknowledgment to the Zakirs
Brandon Drespling, Rob and Raya Zakir, Derek Eichenwald
2026-09-07teamsZakir complaint filing location, Thompson relationship check, Fiduciary Report column
Brandon Drespling
2026-09-06teamsZakir DocuSign timeline — both 2026 envelopes located, Rob declined the second
Jamar Anderson
2026-09-05emailJared Thompson demands margin-interest reimbursement; Jamar escalates to Derek in writing
Jamar Anderson, Jared Thompson, Derek Eichenwald
2026-09-05emailJamar asks JT how to document client follow-ups that are waiting on Derek
Jamar Anderson
2026-09-04teamsJT delivers the Zakir fee reconstruction; Brandon confirms the agreements hold
Derek Eichenwald, Brandon Drespling
2026-09-04teamsDerek's three-part ask — Zakir fee reconstruction, a portal Tax Center, and the Supabase invite
Derek Eichenwald
2026-09-04emailCDB Consulting August invoice for the Zoom Phone Cutover, plus training links and an end-user guide to distribute
Chad Burnham, Derek Eichenwald
2026-09-03teamsJT shares the Zakir billing analysis and timeline folder with Derek, Brandon, and Jamar
Jamar Anderson, Derek Eichenwald, Brandon Drespling
2026-09-03emailNydia Retirement Solutions resigns as TPA for three 401(k) plans; 2025 Form 5500 due 2026-10-15
Jamar Anderson, Brandon Drespling, Derek Eichenwald
2026-09-03teamsJamar checks in on the Zakir complaint; JT explains the 2% baseline question and asks for the MAP or agreement
Jamar Anderson
2026-09-03emailJamar's heads-up on the Zakir fee complaint and regulator threat
Jamar Anderson
2026-09-03emailZakir formal notice on fees since 2018 and Derek's written response with dates
Derek Eichenwald, Rob and Raya Zakir, Brandon Drespling
2026-09-03teamsDerek asks again for the Supabase invite, how to share a Claude project, and whether his MBTC Dividend Model build ran; JT answers with the org, GitHub, and PII rules
Derek Eichenwald
2026-09-03meetingTriumph Capital Management: Portal Launch, Compliance & Tech Update
Derek Eichenwald(JT-Derek-Weekly)
2026-09-03teamsCompliance change log ready for Brandon's review; Brandon out sick, will review 2026-09-04 or the weekend
Brandon Drespling
2026-09-02emailOptions Report daily send rollout: heads-up to Brent and to Chris and Mike, reference copy to Brandon, FYI and catch-up agenda to Derek
Brent McGibbon, Christopher Kolker, Mike Knoebel, Brandon Drespling, Derek Eichenwald
2026-06-11teamsBrandon flags that Dan Mayer's Canvas conversions changed TCM fees not reflected in Black Diamond; JT builds the BD fee clean-up workbook the same morning; IAR state registrations worked by call, Brent registered in Texas
Brandon Drespling
2026-06-10teamsRyan asks to add Hannah to the client-update emails; JT stays on, adds her, and explains what satisfies the annual client review
Ryan Cook, Jim Peters
2026-06-10teamsHeads-up to Hannah that the client-update emails are coming her way; save them in Redtail
Hannah Ferguson
2026-06-10teamsWiring Brian Stark's Fidelity accounts into the Fiduciary Oversight Report by the TTAMP field; model allocations from the TTAMP MAP; iRebal unusable; states pushed to tomorrow
Brandon Drespling
2026-06-09emailAnnual Client Update form emails: delivery check, Redtail hand-off, and how they count toward the annual client review
Jim Peters, Ryan Cook
2026-06-08emailShea Winkeller asks whether an email that appeared to come from her own address is legitimate; JT says scam, delete it
Shea Winkeller
2026-06-08teamsBrandon and JT set up the IAR state registration work session; JT sends the Alpha Select versus iRebal comparison and the day's Fiduciary Oversight Report
Brandon Drespling