Article: Bank Brokerage's 25th Anniversary.

Bank brokerage was born on Nov. 5, 1982, on a balmy Florida morning when broker Al Doremus at Coast Federal Bank, a savings and loan (S&L) institution in Sarasota, Fla., closed the first sale.

"It was the very first stock trade in the lobby of a bank since the Great Depression," says Paul Werlin, the principal who signed that first ticket, 200 shares of American Home Products, for a retired couple. "Everything went by phone to the Tampa office and the whole time the Securities Industry Association (SIA) was threatening to sue," he says. It was a tense moment. "There were 10 of us in the order room waiting for the phone to ring to make sure the trade had ...

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