Intro
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=20196
Printed Date: Mar/26/2026 at 9:21pm Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Intro
Posted By: sunpiper
Subject: Intro
Date Posted: Feb/20/2023 at 10:07am
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Hi everyone, I'm new to the forum here and this is my first post. Ive spent a while lurking all the threads and have found some good value (and comedy!) out of a lot of the content here. Thank you to everyone that helps support this channel and I look forward to learning from you all. Here's a short background on myself: Im a rural EJ advisor in the midwest, roughly 11 months post can sell. I'm loving the process thus far, and look forward to learning from you all. Any help is appreciated. Thank you!
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Replies:
Posted By: missionshooter
Date Posted: Feb/20/2023 at 10:15am
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Happy to hear you are loving the process.
Just keep trusting the process and keep your head down. You'll be just fine.
------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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Posted By: WarPig
Date Posted: Feb/20/2023 at 10:17am
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Hi Sun. My Name is Troy Willie Monre Nelson. Please let me know if you need any help.
I know a thing or two about how to build a business at Jones.
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Posted By: Nathan Explosion
Date Posted: Feb/20/2023 at 10:43am
Posted By: Guests
Date Posted: Feb/20/2023 at 10:55am
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Welcome, Sun! I think you'll glean a lot of information from AH.
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Posted By: RIArules
Date Posted: Feb/20/2023 at 11:15am
You picked a fine time to join here Lucille!
------------- “We are all Antifa” - Hacksaw 9/12/2025
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Posted By: luvindy
Date Posted: Feb/20/2023 at 11:29am
Oh fuck yeah!
------------- 8/31/12,Sportsfreak: "If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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Posted By: richchick
Date Posted: Feb/20/2023 at 12:47pm
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Welcome Sun. You've introduced yourself! If you keep in touch, prepare to be roasted and then loved.
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 1:01pm
Posted By: Nathan Explosion
Date Posted: Feb/20/2023 at 1:32pm
sunpiper wrote:
Roast away! |
what's your 40 time?
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Posted By: missionshooter
Date Posted: Feb/20/2023 at 1:33pm
sunpiper wrote:
Roast away! |
What is your "Go to Mutual Fund??"
------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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Posted By: DucatiSportGT
Date Posted: Feb/20/2023 at 2:21pm
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Welcome. Good to have new blood!
What's your AUM? How's it going so far? How did you end up at Jones? Do you have an office? If so, do you have a picture of Ted on your wall? Lastly, what are your pronouns?
------------- Bring back Helado!
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Posted By: BullishT
Date Posted: Feb/20/2023 at 2:25pm
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What quadrant on the political compass? The right answer is “Joseph Stalin”
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Posted By: spudpotato
Date Posted: Feb/20/2023 at 2:29pm
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Hello! What’s your favorite actively managed mutual fund?
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 4:31pm
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I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important 1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you.
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 4:35pm
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AUM: 25ish million - started with a 9.5 mill "pooled goodknight" around a year ago So far it's going great, I've always wanted to be an advisor and am loving it. Love making new friends and helping people out every day. Ended up at Jones being recruited by an existing FA, I was in a different career prior. I am in a "legacy office", and yes there is a picture of Ted. Pronouns answered in prior post
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Posted By: missionshooter
Date Posted: Feb/20/2023 at 4:39pm
sunpiper wrote:
I am in a "legacy office", and yes there is a picture of Ted.
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Is Ted's horse in the picture as well?
------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 4:40pm
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Thats tough, I don't know how to access the data but its my assumption that the MF I select at the highest frequency among its sector is either JPM Equity Income, or Victory Sycamore Established Value. This is not saying that I have the most assets in these, but given their respective sectors/weightings its my belief I choose to incorporate these funds at a higher frequency over their peers. Thats on the MF side of things, I use lots of ETF's as well. Thanks for the question and have fun roasting!
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 4:41pm
Posted By: DucatiSportGT
Date Posted: Feb/20/2023 at 4:43pm
sunpiper wrote:
AUM: 25ish million - started with a 9.5 mill "pooled goodknight" around a year agoSo far it's going great, I've always wanted to be an advisor and am loving it. Love making new friends and helping people out every day. Ended up at Jones being recruited by an existing FA, I was in a different career prior. I am in a "legacy office", and yes there is a picture of Ted. Pronouns answered in prior post |
Hold up. They gave you $10M with zero experience... and then you brought in $15M in your first 18 months on the job?
What were you doing beforehand?
How have you been finding clients?
------------- Bring back Helado!
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Posted By: DucatiSportGT
Date Posted: Feb/20/2023 at 4:43pm
sunpiper wrote:
Yup horse and all |
Hahah I love it. That's great.
FYI. Press the "Quote" button when replying. This board was designed in the 90's. It takes some adjusting to.
------------- Bring back Helado!
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Posted By: DucatiSportGT
Date Posted: Feb/20/2023 at 4:45pm
sunpiper wrote:
I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you. |
How would describe someone when they're acting like 'a Karen"?
Also, because with identifying as The Man. You may find yourself with a one way ticket to the Chorus when the hall monitor finds out.
------------- Bring back Helado!
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 4:50pm
DucatiSportGT wrote:
sunpiper wrote:
AUM: 25ish million - started with a 9.5 mill "pooled goodknight" around a year agoSo far it's going great, I've always wanted to be an advisor and am loving it. Love making new friends and helping people out every day. Ended up at Jones being recruited by an existing FA, I was in a different career prior. I am in a "legacy office", and yes there is a picture of Ted. Pronouns answered in prior post |
Hold up. They gave you $10M with zero experience... and then you brought in $15M in your first 18 months on the job?
What were you doing beforehand?
How have you been finding clients? |
Ya the GK was roughly 10m, zero experience and I actually brought in 15m in 11 mos. I just looked at my original post and I have no idea why I put 18 months Post can serve, my 1 year anniversary is next month. I did Finance at a local auto dealer for the past 5ish years, was in college before that. Finding clients through existing personal network, door knocking, asking for referrals, and working the goodknight really hard.
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Posted By: missionshooter
Date Posted: Feb/20/2023 at 4:59pm
sunpiper wrote:
DucatiSportGT wrote:
sunpiper wrote:
AUM: 25ish million - started with a 9.5 mill "pooled goodknight" around a year agoSo far it's going great, I've always wanted to be an advisor and am loving it. Love making new friends and helping people out every day. Ended up at Jones being recruited by an existing FA, I was in a different career prior. I am in a "legacy office", and yes there is a picture of Ted. Pronouns answered in prior post |
Hold up. They gave you $10M with zero experience... and then you brought in $15M in your first 18 months on the job?
What were you doing beforehand?
How have you been finding clients? |
Ya the GK was roughly 10m, zero experience and I actually brought in 15m in 11 mos. I just looked at my original post and I have no idea why I put 18 months Post can serve, my 1 year anniversary is next month. I did Finance at a local auto dealer for the past 5ish years, was in college before that. Finding clients through existing personal network, door knocking, asking for referrals, and working the goodknight really hard. |
 THIS is what happens when you trust the process boys & girls and others.
Well done! The weather is warming up. Time to get out there and knock on some doors!
------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
|
Posted By: Nathan Explosion
Date Posted: Feb/20/2023 at 5:08pm
sunpiper wrote:
I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you. |
You are gonna fit it just right.
Edit. Don’t ever say can serve. Just a word of advice.
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 5:13pm
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noted
Nathan Explosion wrote:
sunpiper wrote:
I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you. |
You are gonna fit it just right.
Edit. Don’t ever say can serve. Just a word of advice.
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Posted By: richchick
Date Posted: Feb/20/2023 at 5:17pm
Nathan Explosion wrote:
sunpiper wrote:
I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you. |
You are gonna fit it just right.
Edit. Don’t ever say can serve. Just a word of advice.
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Maybe Sun will fit in just right with you, for me I need more info.
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 5:20pm
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I dont blame you a bit. Beth Dutton wouldnt trust anyone after just a couple of forum posts either, so how can we expect you to?
richchick wrote:
Nathan Explosion wrote:
sunpiper wrote:
I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you. |
You are gonna fit it just right.
Edit. Don’t ever say can serve. Just a word of advice.
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Maybe Sun will fit in just right with you, for me I need more info. |
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Posted By: Nathan Explosion
Date Posted: Feb/20/2023 at 5:20pm
richchick wrote:
Nathan Explosion wrote:
sunpiper wrote:
I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you. |
You are gonna fit it just right.
Edit. Don’t ever say can serve. Just a word of advice.
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Maybe Sun will fit in just right with you, for me I need more info. |
They/them had me at taping 40s to their hands. Sounds like a Chico thing to do.
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Posted By: Guests
Date Posted: Feb/20/2023 at 6:41pm
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This dude is gonna be a great addition to AH for sure. No sarcasm.
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Posted By: BullishT
Date Posted: Feb/20/2023 at 6:43pm
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
Agree
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Posted By: luvindy
Date Posted: Feb/20/2023 at 7:43pm
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In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
------------- 8/31/12,Sportsfreak: "If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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Posted By: BullishT
Date Posted: Feb/20/2023 at 7:46pm
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What is the thought process behind the name Sunpiper?
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 8:15pm
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
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Dont assume my gender and dont assume my race
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 8:16pm
BullishT wrote:
What is the thought process behind the name Sunpiper? |
A story far too long for this thread
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Posted By: Iamlegend
Date Posted: Feb/20/2023 at 8:21pm
sunpiper wrote:
BullishT wrote:
What is the thought process behind the name Sunpiper? |
A story far too long for this thread |
Isn’t a Sunpiper an airplane?
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Posted By: BullishT
Date Posted: Feb/20/2023 at 8:30pm
Iamlegend wrote:
sunpiper wrote:
BullishT wrote:
What is the thought process behind the name Sunpiper? |
A story far too long for this thread |
Isn’t a Sunpiper an airplane? |
That would be a Piper Cub
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Posted By: CFLRS
Date Posted: Feb/20/2023 at 9:11pm
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I would think doing finance at a dealership is a great pre-advisor job. Lots of skill overlap.
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Posted By: spudpotato
Date Posted: Feb/20/2023 at 9:14pm
Posted By: I Miss Jim
Date Posted: Feb/20/2023 at 9:20pm
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
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Dont assume my gender and dont assume my race |
Not gonna lie, the comment about chugging 40s that were ducktaped to your hands had me assuming you are a man. Also the comment where your preferred pronoun is . . . “The Man.” If I’ve misgendered you, I offer my sincere apologies.
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 9:23pm
spudpotato wrote:
Well good luck. |
Thanks
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 9:24pm
I Miss Jim wrote:
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
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Dont assume my gender and dont assume my race |
Not gonna lie, the comment about chugging 40s that were ducktaped to your hands had me assuming you are a man. Also the comment where your preferred pronoun is . . . “The Man.” If I’ve misgendered you, I offer my sincere apologies. |
Hahahaha. I Was definitely just joking, you hit the nail on the head
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Posted By: sunpiper
Date Posted: Feb/20/2023 at 9:25pm
CFLRS wrote:
I would think doing finance at a dealership is a great pre-advisor job. Lots of skill overlap. |
Ya, there are definitely some things that were beneficial.
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Posted By: missionshooter
Date Posted: Feb/20/2023 at 9:42pm
I Miss Jim wrote:
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
|
Dont assume my gender and dont assume my race |
Not gonna lie, the comment about chugging 40s that were ducktaped to your hands had me assuming you are a man. Also the comment where your preferred pronoun is . . . “The Man.” If I’ve misgendered you, I offer my sincere apologies. |
Ya don't be too quick to assume. We used to call this "edward 40 hands" in college. We would do it with a partner. The one between you both of you shared and it was a competition. I always tried to get the hottest chick to be my partner. good times....
------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
|
Posted By: DucatiSportGT
Date Posted: Feb/20/2023 at 10:10pm
I Miss Jim wrote:
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
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Dont assume my gender and dont assume my race |
Not gonna lie, the comment about chugging 40s that were ducktaped to your hands had me assuming you are a man. Also the comment where your preferred pronoun is . . . “The Man.” If I’ve misgendered you, I offer my sincere apologies. |
Can't believe you fell for this. Come on. The guy was a used car salesman.
------------- Bring back Helado!
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Posted By: luvindy
Date Posted: Feb/20/2023 at 10:36pm
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
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Dont assume my gender and dont assume my race |
Finally a black chick for me!
------------- 8/31/12,Sportsfreak: "If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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Posted By: Chips
Date Posted: Feb/20/2023 at 10:48pm
missionshooter wrote:
I Miss Jim wrote:
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
|
Dont assume my gender and dont assume my race |
Not gonna lie, the comment about chugging 40s that were ducktaped to your hands had me assuming you are a man. Also the comment where your preferred pronoun is . . . “The Man.” If I’ve misgendered you, I offer my sincere apologies. |
Ya don't be too quick to assume. We used to call this "edward 40 hands" in college. We would do it with a partner. The one between you both of you shared and it was a competition. I always tried to get the hottest chick to be my partner. good times.... |
I preferred the “3/5ths compromise”. Handcuff three people together until the finish a 1/5th of vodka.
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Posted By: Wet_Blanket
Date Posted: Feb/20/2023 at 11:28pm
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. | Finally someone that actually prospects! You
------------- The true 🤡 was the Biden voter all along.
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Posted By: Guests
Date Posted: Feb/21/2023 at 1:18am
Chips wrote:
missionshooter wrote:
I Miss Jim wrote:
sunpiper wrote:
luvindy wrote:
In newdude's honor I'm going to quote above the quote for awhile. I hope this guy stays at least until he gets fired for being White.
helado wrote:
This dude is gonna be a great addition to AH for sure. No sarcasm. |
|
Dont assume my gender and dont assume my race |
Not gonna lie, the comment about chugging 40s that were ducktaped to your hands had me assuming you are a man. Also the comment where your preferred pronoun is . . . “The Man.” If I’ve misgendered you, I offer my sincere apologies. |
Ya don't be too quick to assume. We used to call this "edward 40 hands" in college. We would do it with a partner. The one between you both of you shared and it was a competition. I always tried to get the hottest chick to be my partner. good times.... |
I preferred the “3/5ths compromise”. Handcuff three people together until the finish a 1/5th of vodka. |
Each person has a fifth? Or 3 people combined drink 1 fifth?
If it's the latter, that's super weak.
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Posted By: DucatiSportGT
Date Posted: Feb/21/2023 at 3:33am
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I still don't get why Jones would give him any assets.
When I talked with them, I was bringing assets with me and they seem weren't giving me shit.
------------- Bring back Helado!
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Posted By: WarPig
Date Posted: Feb/21/2023 at 7:06am
DucatiSportGT wrote:
I still don't get why Jones would give him any assets.
When I talked with them, I was bringing assets with me and they seem weren't giving me shit. |
They probably looked at your YouTube history and thought this fucker is high risk.
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