The man said his name was 'William Marriott'. Then he lied when I asked what firm he worked for. He said, 'No firm, just want to talk to 'your FA' regarding a mutual client.' So, he ended up trying to solicit our FA to switch working for our firm to working for his firm in Texas!!??? We are in VA. Lying to try to solicit is not productive for 'him.' Nice try....but 'no cigar.'
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