Fwd: NBSC docs for you and partner – Commercial LOC
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| Matt Warren <matt@warrensolar.com> |  Aug 19, 2016, 2:59 PM | | |
| to me |
Matt Warren
Begin forwarded message:
From: “Zoller, Jeb” <jeb.zoller@dav-fd.com>
Date: August 19, 2016 at 2:20:05 PM EDT
To: Matt Warren <matt@warrensolar.com>
Subject:NBSC docs for you and partner – Commercial LOC
Matt,
They need the attached information on each as well as wells as “gross annual revenues/sales, business type, and number of years in business. The Bank will not obtain financial data, such as personal or business tax returns or personal financial statements”
Jeb
| Jeb S. Zoller , CFP® jeb.zoller@dav-fd.com Certified Financial Planner™ and Partner 803-741-0134 (Office) DaVinci Financial Designs LLC 803-530-9112 (Mobile) 3200 Devine Street, Suite 200 803-741-0273 (Fax) Columbia, SC 29205 |
