New Info from PNMS re Ameritrade
I am burned out on this task for now, but here's the latest.
Theresa gave me permission to post these two emails from her.
Email 1 from Theresa in response to my description of phone contact with Atrade:
"...they have never and I repeat never sent us a list- we are not even asking for social security nos only shareholder, broker and no. of shares. This crazy- have you gone to an Ameritrade branch with the form and insisted they provide you with YOUR information.
Theresa"
Email 2 from Theresa in response to my asking if they could resubmit NOBO request:
"We will not request it again from Ameritrade because we have asked them for that list repeatedly and could not even get them to call Mr. Terrell back –
The shareholders have plenty of reason to contact local offices of this brokerage firm and ask to speak with a director; /officer.
Frequently, I’ve found doing these types of transactions are more effective in person.
Yes, you may quote me on this information. We are through dealing directly with Ameritrade unless they comply and provide the list which they have chosen [not] to do. We have far more important issues at hand as you are well aware, but all will receive their dividend.
Best regards,
Theresa"
