{"component": "definition", "props": {"groups": [{"snippet": "refers to Pershing LLC, which is a member firm of the New York Stock Exchange, Inc. (\u201cNYSE\u201d) and FINRA, and provides clearing services for Your Account. 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The word \u201cyou\u201d refers to Pershing and/or the Financial Organization, as appropriate.", "snippet_links": [{"key": "financial-organization", "type": "definition", "offset": [25, 47]}, {"key": "the-broker", "type": "clause", "offset": [59, 69]}, {"key": "other-financial", "type": "clause", "offset": [80, 95]}, {"key": "the-word", "type": "definition", "offset": [159, 167]}, {"key": "the-financial", "type": "clause", "offset": [200, 213]}], "size": 8, "samples": [{"hash": "e8WIfvo0wqU", "uri": "/contracts/e8WIfvo0wqU#pershing", "label": "Customer Agreement", "score": 19.4380561259, "published": true}, {"hash": "g6DMBkIs02O", "uri": "/contracts/g6DMBkIs02O#pershing", "label": "Option Agreement", "score": 18.8206707734, "published": true}, {"hash": "5KKJxc0HbKl", "uri": "/contracts/5KKJxc0HbKl#pershing", "label": "Option Agreement", "score": 18.6973176674, "published": true}], "hash": "b5c11ae71aa082b6a632b2a83657606a", "id": 2}, {"snippet": "means Pershing LLC.", "snippet_links": [], "size": 7, "samples": [{"hash": "j6Vj7kN7rU6", "uri": "/contracts/j6Vj7kN7rU6#pershing", "label": "Corestone Account Agreement", "score": 25.8829568789, "published": true}, {"hash": "1RzExcRBD0E", "uri": "/contracts/1RzExcRBD0E#pershing", "label": "Corestone Account Agreement", "score": 24.6947296372, "published": true}, {"hash": "9bAR6Gse26t", "uri": "/contracts/9bAR6Gse26t#pershing", "label": "Account Agreement", "score": 22.7577002053, "published": true}], "hash": "2c55a38c65355c1de6689256858e420f", "id": 3}, {"snippet": "refers to Pershing LLC. \u201cFinancial Organization\u201d refers to the broker, bank, or other financial organization that has introduced your account to Pershing. The word \u201cwe\u201d or \u201cus\u201d or \u201cour\u201d refers to \u2587\u2587\u2587\u2587\u2587\u2587\u2587\u2587 and/or the Financial Organization, as appropriate.", "snippet_links": [{"key": "financial-organization", "type": "definition", "offset": [25, 47]}, {"key": "the-broker", "type": "clause", "offset": [59, 69]}, {"key": "other-financial", "type": "clause", "offset": [80, 95]}, {"key": "your-account", "type": "definition", "offset": [129, 141]}, {"key": "the-word", "type": "definition", "offset": [155, 163]}, {"key": "the-financial", "type": "clause", "offset": [212, 225]}], "size": 5, "samples": [{"hash": "l9aHO3G4JGk", "uri": "/contracts/l9aHO3G4JGk#pershing", "label": "Customer Agreement", "score": 28.0513807358, "published": true}, {"hash": "gtmeXC3zw4U", "uri": "/contracts/gtmeXC3zw4U#pershing", "label": "Customer Agreement", "score": 24.4469093156, "published": true}, {"hash": "eOrpUOMnBlo", "uri": "/contracts/eOrpUOMnBlo#pershing", "label": "Customer Agreement", "score": 22.5475701574, "published": true}], "hash": "8d774ced60cda09a7f5ac6c4ac78e0b0", "id": 4}, {"snippet": "means Pershing LLC. The role of Pershing is detailed within your brokerage account Customer Account Agreement.", "snippet_links": [{"key": "role-of-pershing", "type": "clause", "offset": [24, 40]}, {"key": "account-agreement", "type": "definition", "offset": [92, 109]}], "size": 3, "samples": [{"hash": "1vxLncXYM3r", "uri": "https://www.tiaa.org/public/pdf/t/tiaa_brokerage_cash_solutions_account.pdf", "label": "www.tiaa.org", "score": 7.6570841889, "published": false}, {"hash": "2z0C9DzUsFr", "uri": "https://www.studentfinancialsuccess.org/public/pdf/tiaa_brokerage_cash_solutions_account.pdf", "label": "www.studentfinancialsuccess.org", "score": 7.6570841889, "published": false}, {"hash": "l9wIxo4fwHK", "uri": "https://www.tiaa.org/public/pdf/forms/F11417.pdf", "label": "www.tiaa.org", "score": 6.6570841889, "published": false}], "hash": "7eb3a2e5412f4ad2f4b4cefa66f3e260", "id": 5}, {"snippet": "refers to Pershing, LLC, who serves as the qualified custodian for MOIS Managed Account Services accounts.", "snippet_links": [{"key": "qualified-custodian", "type": "definition", "offset": [43, 62]}, {"key": "managed-account-services", "type": "clause", "offset": [72, 96]}], "size": 3, "samples": [{"hash": "2tkE63x2o25", "uri": "/contracts/2tkE63x2o25#pershing", "label": "Customer Agreement for Advisory Accounts", "score": 31.2657885246, "published": true}, {"hash": "kaL24R26ZFu", "uri": "/contracts/kaL24R26ZFu#pershing", "label": "Customer Agreement for Advisory Accounts", "score": 29.5933550936, "published": true}, {"hash": "2Dt5N5Z0VPZ", "uri": "/contracts/2Dt5N5Z0VPZ#pershing", "label": "Customer Agreement for Advisory Accounts", "score": 26.2361396304, "published": true}], "hash": "f27b233e1341a15a2a2376149c898a0c", "id": 6}, {"snippet": "refers to Pershing LLC, the entity TIAA has designated as its clearing firm.", "snippet_links": [{"key": "the-entity", "type": "clause", "offset": [24, 34]}, {"key": "clearing-firm", "type": "definition", "offset": [62, 75]}], "size": 3, "samples": [{"hash": "7eBmC8KqtdJ", "uri": "/contracts/7eBmC8KqtdJ#pershing", "label": "Brokerage Customer Account Agreement", "score": 23.401779603, "published": true}, {"hash": "sko0PD8RRc", "uri": "/contracts/sko0PD8RRc#pershing", "label": "Brokerage Customer Account Agreement", "score": 18.8459958932, "published": true}], "hash": "58d4ed90f1a27f5577640d671fabaff4", "id": 7}, {"snippet": "means Pershing, LLC, your clearing broker.", "snippet_links": [{"key": "clearing-broker", "type": "definition", "offset": [26, 41]}], "size": 2, "samples": [{"hash": "65pc87jqkbm", "uri": "/contracts/65pc87jqkbm#pershing", "label": "Customer Agreement", "score": 30.7580312606, "published": true}, {"hash": "54qvPHrzSLc", "uri": "/contracts/54qvPHrzSLc#pershing", "label": "Customer Agreement", "score": 23.2067077344, "published": true}], "hash": "f950446c132ff96f22df3feae9e4caa4", "id": 8}, {"snippet": "means the Adviser\u2019s clearing firm, Pershing, LLC.", "snippet_links": [{"key": "the-adviser", "type": "definition", "offset": [6, 17]}, {"key": "clearing-firm", "type": "definition", "offset": [20, 33]}], "size": 2, "samples": [{"hash": "5vUe6lnOGyX", "uri": "https://www.sec.gov/Archives/edgar/data/1644419/000158064222002231/ex99_p17.htm", "label": "Code of Ethics (Northern Lights Fund Trust IV)", "score": 19.3121149897, "published": false}, {"hash": "1DHzlfYAHhA", "uri": "https://www.sec.gov/Archives/edgar/data/1644419/000158064222002112/ex99_p17.htm", "label": "Code of Ethics (Northern Lights Fund Trust IV)", "score": 19.2929500342, "published": false}], "hash": "610cb59f03239ba62c806befe3e33a89", "id": 9}, {"snippet": "refers \u2587\u2587 \u2587\u2587\u2587\u2587\u2587\u2587\u2587\u2587 LLC. \u201cFinancial Organizarion\u201d refers ro rhe broker, bank, or orher financial organizarion rhar has inrroduced my (our) accounr \u2587\u2587 \u2587\u2587\u2587\u2587\u2587\u2587\u2587\u2587. The word \u201cyou\u201d refers \u2587\u2587 \u2587\u2587\u2587\u2587\u2587\u2587\u2587\u2587 and/or rhe Financial Organizarion, as appropriare.", "snippet_links": [{"key": "the-word", "type": "definition", "offset": [159, 167]}], "size": 1, "samples": [{"hash": "8XXxr58OZDI", "uri": "/contracts/8XXxr58OZDI#pershing", "label": "Option Agreement", "score": 28.3833984268, "published": true}], "hash": "2375146af158897fd29dd27a2bdc1332", "id": 10}], "next_curs": "ClUST2oVc35sYXdpbnNpZGVyY29udHJhY3RzcjELEhpEZWZpbml0aW9uU25pcHBldEdyb3VwX3Y1NiIRcGVyc2hpbmcjMDAwMDAwMGEMogECZW4YACAA", "definition": {"snippet": "refers to Pershing LLC, which is a member firm of the New York Stock Exchange, Inc. (\u201cNYSE\u201d) and FINRA, and provides clearing services for Your Account. Pershing acts as the custodian (holder of assets) for Your Account(s).", "title": "Pershing", "size": 57, "id": "pershing", "examples": ["The Company shall remain liable to <strong>Pershing</strong> LLC for the full amount of the purchase price and any costs associated with recovering the purchase price until the full amount has been received by <strong>Pershing</strong> LLC.", "<strong>Pershing</strong> LLC shall not be liable for any payment made at the direction of this individual.", "The normal construction labor market is defined to mean the following geographical areas, plus the commuting distance adjacent thereto, which includes the area from which the normal labor supply is secured: Counties in Nevada - White Pine, Churchill, Mineral, \u2587\u2587\u2587\u2587, \u2587\u2587\u2587\u2587\u2587\u2587\u2587, Storey, Washoe, <strong>Pershing</strong>, Lander, Eureka, Elko, Humboldt, and \u2587\u2587\u2587\u2587\u2587\u2587.", "Pursuant to that agreement, <strong>Pershing</strong> may, but is not required to, accept instructions from either joint party.", "If you do not name a responsible individual or the individual you named is unwilling or unable to advise <strong>Pershing</strong> on questions regarding the per stirpes distribution, then you understand that <strong>Pershing</strong> will rely on instructions from the executor of your estate regarding any per stirpes designation.", "In enforcing its lien, <strong>Pershing</strong> shall have the discretion to determine which securities and property are to be sold and which contracts are to be closed.", "Any such sales or purchases may be made at <strong>Pershing</strong>\u2019s discretion on any exchange or other market where such business is usually transacted, or at public auction or private sale, and <strong>Pershing</strong> may be the purchaser for its own account.", "The payment shall be made by wire transfer to the order of <strong>Pershing</strong> LLC.", "Each custom request must use the <strong>Pershing</strong> Customized Beneficiary Designation form or applicability indemnity language.", "In making investment, legal, tax, or accounting decisions with respect to transactions in or for the accounts of the undersigned or any other matter, the undersigned will consult with and rely upon its own advisors and not <strong>Pershing</strong>, and <strong>Pershing</strong> shall have no liability therefore."], "related": [["pioneer", "Pioneer", "Pioneer"], ["sldc", "SLDC", "SLDC"], ["brookfield", "Brookfield", "Brookfield"], ["summit", "Summit", "Summit"], ["fiserv", "Fiserv", "Fiserv"]], "related_snippets": [], "updated": "2025-07-06T21:58:41+00:00"}, "json": true, "cursor": ""}}