Common Contracts

EX-99.2 3 dex992.htm LETTER AGREEMENT As of January 1, 2009 Mr. Fredric M. Edelman Mr. Edward Moore Fairfax, Virginia 22033 Re: The Edelman Financial Center, LLC Edelman Financial Advisors, LLC Dear Ric and Ed:

Letter Agreement • May 5th, 2020

• Contract Type
  Letter Agreement
• Filed
  May 5th, 2020

Reference is made to (a) the Reorganization and Purchase Agreement dated as of May 10, 2005 (the “Purchase Agreement”), among Sanders Morris Harris Group Inc., a Texas corporation (“SMHG”), The Edelman Financial Center, Inc., a Virginia corporation (“EFC Inc”), The Edelman Financial Center, LLC, a Delaware limited liability company (“EFC LLC”), and Fredric M. Edelman (“Edelman”), pursuant to which SMHG agreed to purchase a member interest in EFC LLC from EFC Inc. and Edelman and (b) the Letter Loan Agreement and Letter Agreement each dated December 8, 2006 (the “EFA Agreements”), between SMHG and Edelman Financial Advisors, LLC, a Delaware limited liability company (formerly known as Edelman Personal Financial Advisors, LLC)(“EFA”), pursuant to which SMHG agreed to make certain loans to EFA and acquired 10 Units (10%) of member interest in EFA. Capitalized terms used herein shall have the meanings assigned to them in the Purchase Agreement and the EFA Agreements (as the context require

As of January 1, 2009 Mr. Fredric M. Edelman Mr. Edward Moore Fairfax, Virginia 22033

Letter Agreement • January 30th, 2009 • Sanders Morris Harris Group Inc • Investment advice

• Contract Type
  Letter Agreement
• Filed
  January 30th, 2009
• Company
  Sanders Morris Harris Group Inc
• Industry
  Investment advice

Reference is made to (a) the Reorganization and Purchase Agreement dated as of May 10, 2005 (the “Purchase Agreement”), among Sanders Morris Harris Group Inc., a Texas corporation (“SMHG”), The Edelman Financial Center, Inc., a Virginia corporation (“EFC Inc”), The Edelman Financial Center, LLC, a Delaware limited liability company (“EFC LLC”), and Fredric M. Edelman (“Edelman”), pursuant to which SMHG agreed to purchase a member interest in EFC LLC from EFC Inc. and Edelman and (b) the Letter Loan Agreement and Letter Agreement each dated December 8, 2006 (the “EFA Agreements”), between SMHG and Edelman Financial Advisors, LLC, a Delaware limited liability company (formerly known as Edelman Personal Financial Advisors, LLC)(“EFA”), pursuant to which SMHG agreed to make certain loans to EFA and acquired 10 Units (10%) of member interest in EFA. Capitalized terms used herein shall have the meanings assigned to them in the Purchase Agreement and the EFA Agreements (as the context require