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Active Date Adviser(s) Team name Linkedin profile Adviser(s) phone Adviser(s) e-mail AUM ($M) Gross annual production/Trailing-twelve months ($M) Firm leaving Firm joining City State Custodian (if applicable) Company/team website (include http://) Branch Manager Transition date Source name Source URL Summary Contact name Contact phone number Contact e-mail Adviser/team headshot (hi-res .jpg) Submission type GUID Notes
106-12-2013Arthur A. LevineN/AN/AN/AN/A$0$2Wells Fargo AdvisorsMorgan Stanley Smith BarneyRidgewoodNJN/AN/AN/A2013-06-06N/AN/AN/AChristine Jockle914 225 6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-06-12-Arthur-A-LevineN/A
105-07-2013Nicholas T. Barlotta Jr., Daniel R. Cauley, Nicholas T. Barlotta IIIBarlotta Cauley Wealth Management GroupN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.DestinFLN/AN/AN/A2013-05-06N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Barlotta-Cauley-Wealth-Management-GroupN/A
105-07-2013Steven S. PhillipsN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.BirminghamALN/AN/AN/A2013-04-19N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Steven-S-PhillipsN/A
105-07-2013James P. Luttrell Jr., Matthew J. Dahlman, Thomas A. LuttrellLuttrell Financial GroupN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.DestinFLN/AN/AN/A2013-05-06N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Luttrell-Financial-GroupN/A
105-01-2013Sean C. CartinN/AN/AN/AN/A$0$0Bernstein Global Wealth ManagementEP Wealth AdvisorsSan DiegoCAN/AN/AN/A2013-03-01N/AN/AN/AAlfred Martin913 649-5009almartin@impactcommunications.orgN/AUser-submitted2013-05-01-Sean-C-CartinN/A
105-01-2013Benjamin PorrasN/AN/AN/AN/A$0$0Charles SchwabEP Wealth AdvisorsLos AngelesCAN/AN/AN/A2013-03-01N/AN/AN/AAlfred Martin913 649-5009almartin@impactcommunications.orgN/AUser-submitted2013-05-01-Benjamin-PorrasN/A
104-29-2013Donald A. Jones, Trevor JonesN/AN/AN/AN/A$0$0UBS Financial ServicesAmeriprise FinancialFlorham ParkNJN/AN/AN/A2013-04-19N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Donald-A-Jones-Trevor-JonesN/A
104-25-2013Eric M. BehrN/AN/AN/AN/A$0$0Deutsche BankMorgan Stanley Smith BarneyBoca RatonFLN/AN/AN/A2013-04-18N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-Eric-M-BehrN/A
104-16-2013Dennis AndersonN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.WoodstockILN/AN/AN/A2013-01-17N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Dennis-AndersonN/A
104-16-2013Betsy Dickson , Dawn DicksonDickson Wealth Management TeamN/AN/AN/A$0$0UBS Financial ServicesBenjamin F. Edwards & Co.Melbourne FLN/AN/AN/A2013-02-11N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Betsy-Dickinson-Dawn-DickinsonN/A
104-16-2013Ed MeyerN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.WheatonILN/AN/AN/A2013-02-11N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Ed-MeyerN/A
104-16-2013Allen Catalanotto, Scott E. Foreman, Mo ProvostyN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.MandevilleLAN/AN/AN/A2013-03-25N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Allen Catalanotto-Scott-Foreman-Mo-ProvostyN/A
104-16-2013Darryl Mierl, Patrick X. Garvin, James Dombrowski N/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.MandevilleLAN/AN/AN/A2013-03-25N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Darryl-Mierl-Patrick-Garvin-James-DombrowskiN/A
104-16-2013Peter Tampellini, Robert Rothhouse , Teresa Zipf N/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Northfield NJN/AN/AN/A2013-04-10N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Robert-Rothhouse-Teresa-Zipf-Peter-TampelliniN/A
104-16-2013Thomas MorrisonN/AN/AN/AN/A$0$0Morrison Financial Services Ltd.Benjamin F. Edwards & Co.WheatonILN/AN/AN/A2012-08-31N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Thomas-MorrisonN/A
104-16-2013Brian Wiklund N/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Kansas CityKSN/AN/AN/A2012-08-31N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-16-Brian-Wiklund N/A
104-16-2013L. Grant Ingram, Gary LibertyN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Kansas CityKSN/AN/AN/A2012-08-31N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-16-Ingram-Gary-LibertyN/A
104-16-2013Christopher J. McGillN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Wichita KSN/AN/AN/A2012-05-16N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-16-Christopher-McGillN/A
104-16-2013Brad PeaseN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.PortlandORN/AN/AN/A2012-05-08N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Brad-PeaseN/A
104-16-2013David ClaggettN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.La-Salle PeruILN/AN/AN/A2012-03-26N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-David-GlaggettN/A
104-16-2013Dan Lamacchia CFP, N/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Columbus OHN/AN/AN/A2013-03-26N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Dan-LamacchiaN/A
109-20-2011David DruckerN/AN/AN/AN/A$0$1OppenheimerAegis CapitalNew YorkNYN/AN/AN/A2011-09-20Phil Michalshttp://www.aegiscap.com/upload/files/annuncemtn%20DD.pdfN/APhil MichalsN/Apmichals@aegiscap.comN/AUser-submitted20110920-David-DruckerN/A
101-13-2012David BoersigN/AN/AN/AN/A$0$0UBS Financial ServicesAmeriprise FinancialNew YorkNYN/AN/AN/A2012-01-13N/Ahttp://www.prnewswire.com/news-releases/hightower-announces-new-advisor-team-in-new-york-110963224.htmlN/AN/AN/AN/AN/AInvestmentNews20120113-David-BoersigN/A
105-04-2010Rebecca FrazierN/AN/AN/AN/A$0$1Edward JonesBank of America Merrill LynchN/AN/AN/AN/AN/A2010-05-04N/Ahttp://www.investmentnews.com/article/20100504/FREE/100509962/-1/INDaily01N/AN/AN/AN/AN/AInvestmentNews20100504-Rebecca-FrazierN/A
105-16-2012Darin LaubN/AN/AN/AN/A$0$0Morgan Stanley Smith BarneyBarclays WealthNew YorkNYN/AN/AN/A2012-05-16N/Ahttp://online.wsj.com/article/BT-CO-20100126-713497.htmlN/AN/AN/AN/AN/AInvestmentNews20120516-Darin-LaubN/A
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