1982
| | First to make a national distribution of Certificates of Deposit; Major trading partner - Merrill Lynch
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1983
| | First to make a national distribution of zero coupon bonds; Major trading partner - Salomon Brothers
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1985
| | Assisted the United States Treasury on creation of the STRIPS Program.
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1986
| | First to organize and manage firm underwritings of corporate debt to retail securities firms; Major Clients - Citicorp, GMAC, Citicorp Homeowners and Sallie Mae
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1987
| | First to make a national market in foreign currency bonds and trade them in U.S. dollars on a unified ticket; Major trading affiliations Merrill Lynch and First Boston
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1989
| | First to securitize gold with American Gold Certificates
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1997-8
| | Became the leading U.S. authority on United States Dollar Denominated German Government Bearer Gold Bonds (Dawes and Young Loan Securities)
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1991-2002
| | First to develop the weekly sales programs for corporate debt; Major clients - Salomon Inc. Household, Kroger, B.P. America, Citicorp
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2003
| | First to address the federal mandate for transparency in the corporate bond market and to develop a national platform for distributing secondary bonds with disclosed mark-ups.
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