00:00
I'll be en route to (number withheld) Talbot Lane.
00:09
Advises that the subject made contact with U.S.
00:12
Bank on 08:11 requesting over $(number withheld) to be released from a broker fund.
00:19
This was highly unusual.
00:20
The advisor declined the request until an in-person meeting could occur.
00:25
And then that customer requested to liquidate the entire investment account.
00:29
RP is concerned that the subject might be getting scammed as he advised that his stepdaughter (name withheld) was involved and would be helping him.
00:40
(number withheld) South Fork Drive.