Communications
Activity timeline, email, and quick logging for Terry James Spencer
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Quick Log Activity
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payment received
Payment received via Square (#001664)
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Client: Terry Spencer, Amount: $350.00
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payment received
Payment received via Square (#001667)
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Client: Terry Spencer, Amount: $500.00
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payment received
Payment received via Square (#001673)
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Client: Terry Spencer, Amount: $338.00
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doc received
Document received: Spencer, Terry Reaffirmation Agreement.pdf
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Downloaded from email ([email protected]), category: retainer_agreement
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doc received
Document received: RIASig_f00f1f51-6e57-4111-974d-c04836b6cf7b.png
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Downloaded from email ([email protected]), category: other
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doc received
Document received: Ascentra Statment May 25.pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: Spencer paystub june.pdf
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Downloaded from email ([email protected]), category: paystubs
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doc received
Document received: RIA Statement May 25.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: Spencer RIA June Statement.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: June Ascentra Bank Statment.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: Spencer Recent Paystub.pdf
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Downloaded from email ([email protected]), category: paystubs