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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
109-16-2010Frank Hogan, David Andrew, David SearlsN/AN/AN/AN/A$300$3Goldman SachsCredit Suisse Wealth ServicesHoustonTXN/AN/AN/A2010-09-16N/Ahttp://www.fundfire.com/c/117480/11271/credit_suisse_snares_goldman_advisor_teamN/AN/AN/AN/AN/AInvestmentNews20100916-Frank-Hogan-David-Andrew-David-SearlsN/A
105-20-2010Richard Ziegelasch, Wendy HolmesN/AN/AN/AN/A$258N/AUBS Financial ServicesCredit Suisse Wealth ServicesNew YorkNYN/AN/AN/A2010-05-20N/Ahttp://www.fundfire.com/c/113875/4627/credit_suisse_snags_advisorN/AN/AN/AN/AN/AInvestmentNews20100520-Richard-Ziegelasch-Wendy-HolmesN/A
108-20-2010Jeffrey GrangeN/AN/AN/AN/A$50N/AMorgan Stanley Smith BarneyCrowell Weedon & Co.West Lake VillageCAN/AN/AN/A2010-08-20Crowell, Weedon & Co.http://www.review.net/section/detail/5-3-2011-raymond-james-hires-away-three/N/AAlan GriffinN/Aagriffin@crowellweedon.comN/AUser-submitted20100820-Jeffrey-GrangeN/A
108-20-2010Mark DelgadilloN/AN/AN/AN/A$35N/AMorgan Stanley Smith BarneyCrowell Weedon & Co.N/AN/AN/AN/AN/A2010-08-20Crowell, Weedon & Co.http://www.investacorp.comN/Aalan griffinN/Aagriffin@croiwellweeedon.comN/AUser-submitted20100820-Mark-DelgadilloN/A
107-28-2010Ross AdamsN/AN/AN/AN/A$120N/AMorgan Stanley Smith BarneyCrowell Weedon & Co.N/AN/AN/AN/AN/A2010-07-28Alan Griffinhttp://www.investacorp.comN/AAlan GriffinN/Aagriffin@crowellweedon.comN/AUser-submitted20100728-Ross-AdamsN/A
105-03-2010Ted KenneyN/AN/AN/AN/A$50N/AMorgan Stanley Smith BarneyCrowell Weedon & Co.N/AN/AN/AN/AN/A2010-05-03Alan Griffinhttp://www.noozhawk.com/news_releases/article/050310_ted_kenney_joins_santa_barbaras_crowell_weedon_co/N/AAlan GriffinN/Aagriffin@crowellweedon.comN/AUser-submitted20100503-Ted-KenneyN/A
106-16-2010Marc Channick, Keith McKenzie, Darren ReinigN/AN/AN/AN/A$100N/ABernstein Global Wealth ManagementDelphi Private AdvisorsSan DiegoCAN/AN/AN/A2010-06-16N/Ahttp://www.benzinga.com/press-releases/10/06/b311543/delphi-private-advisors-marks-six-months-since-launchN/AN/AN/AN/AN/AInvestmentNews20100616-Marc-Channick-Keith-McKenzie-Darren-ReinigN/A
105-21-2010Thomas KarstenN/AN/AN/AN/A$180$2H.D. Vest Investment ServicesDeWaay Financial NetworkCliveIAN/AN/AN/A2010-05-21N/Ahttp://www.investmentnews.com/article/20100521/FREE/100529975N/AN/AN/AN/AN/AInvestmentNews20100521-Thomas-KarstenN/A
105-11-2010Erin BotsfordN/AN/AN/AN/A$750$3FSC SecuritiesDeWaay Financial NetworkFriscoTXN/AN/AN/A2010-05-11N/Ahttp://www.investmentnews.com/article/20100511/FREE/100519970N/AN/AN/AN/AN/AInvestmentNews20100511-Erin-BotsfordN/A
107-09-2012Michael Hull, Patrick HullN/AN/AN/AN/A$3,831N/AMorgan Stanley Smith BarneyDynasty Financial PartnersMadisonWIN/AN/AN/A2012-07-09N/AN/AN/ASally CatesN/Asallycates@dynastyfinancialpartners.comN/AUser-submitted20120709-Michael-Hull-Patrick-HullN/A
102-06-2012Larry KingN/AN/AN/AN/A$1,200N/AMorgan Stanley Smith BarneyDynasty Financial PartnersSaratoga SpringsNYN/AN/AN/A2012-02-06N/Ahttp://www.marketwatch.com/story/dynasty-financial-partners-welcomes-king-wealth-management-group-to-its-network-of-independent-advisors-2012-02-06N/AN/AN/AN/AN/AInvestmentNews20120206-Larry-KingN/A
112-05-2010Michael C. BrownN/AN/AN/AN/A$5,900N/AU.S. Trust Bank of America Private Wealth ManagementDynasty Financial PartnersNew YorkNYN/AN/AN/A2010-12-06N/Ahttp://www.investmentnews.com/article/20101206/FREE/101209959/0/REGN/AN/AN/AN/AN/AInvestmentNews20101205-Michael-C-BrownN/A
105-12-2010Morse WilliamsN/AN/AN/AN/A$190N/AMorse Williams and Co.Evercore Wealth ManagementNew YorkNYN/AN/AN/A2010-05-12N/Ahttp://www.investmentnews.com/article/20100125/FREE/100129936N/AN/AN/AN/AN/AInvestmentNews20100512-Morse-WilliamsN/A
108-10-2012Mark Logan, Bill UnreinN/AN/AN/AN/A$100N/AMorgan Stanley Smith BarneyFairhaven Financial Advisors IncBellinghamWAN/AN/AN/A2012-08-10N/AN/AN/AMark Logan360-306-3977Mark@fairfinad.comN/AUser-submitted2013-02-12-Mark-Logan-Bill-UnreinN/A
111-07-2012Waldron GroupN/AN/AN/AN/A$1,200N/ALPL FinancialFidelityBridgevillePAN/AN/AN/A2012-11-06N/AN/AN/ARIAbiz dotcom858-450-9606info@www.riabiz.comN/AUser-submitted20121107-Waldron-GroupN/A
109-17-2010Allan BoomerN/AN/AN/AN/A$250$2Goldman SachsFiduciary Management GroupNew YorkNYN/AN/AN/A2010-09-01Allan Boomer (Self)http://www.fmgwealth.comN/AAllan BoomerN/Aab@fmgwealth.comN/AUser-submitted20100917-Allan-BoomerN/A
109-30-2011Carl Choy, Lynne Kinney, Ronald WoN/AN/AN/AN/A$900N/ABank of America Merrill LynchFinancial Advisers of AmericaHonoluluHIN/AN/AN/A2011-09-30N/AN/AN/AN/AN/AN/AN/AInvestmentNews20110930-Carl-Choy-Lynne-Kinney-Ronald-WoN/A
106-19-2010Kevin S. PhillipsKevin S. Phillips Financial ServicesN/AN/AN/A$50N/AWoodbury Financial ServicesFinancial Advisers of AmericaPhoenixAZN/AN/AN/A2010-05-03Kevin S. PhillipsN/AN/AKevin S. PhillipsN/Akevin@kphillipsfinancial.comN/AUser-submitted20100619-Kevin-S-PhillipsN/A
103-01-2012John Marshall, Lynn Goldney, Dan Sickles, Sean GoldneyN/AN/AN/AN/A$150N/ALPL FinancialFinancial Network InvestmentLake Havasu CityAZN/AN/ADon Larkin2012-03-01N/Ahttp://www.reuters.com/article/2012/03/08/ubsfinancial-idUSL2E8E5ACC20120308N/AN/AN/AN/AN/AInvestmentNews20120301-John-Marshall-Lynn-Goldney-Dan-Sickles-Sean-GoldneyN/A
112-15-2010Debol Capital ManagementN/AN/AN/AN/A$140N/AMulti-Financial SecuritiesFirst Allied SecuritiesN/AN/AN/AN/AN/A2010-12-15N/Ahttp://www.investmentnews.com/article/20100124/REG/301249974N/AN/AN/AN/AN/AInvestmentNews20101215-Debol-Capital-ManagementN/A
102-18-2011Matthew Levens, Todd KlingN/AN/AN/AN/AN/A$1Financial Network InvestmentFirst Midwest SecuritiesNew YorkNYN/AN/AN/A2011-02-18First Midwest Securitieshttp://www.firstmidwestsecurities.comN/AJustin BolmgrenN/Ajbolmgren@firstmidwestsecurities.comN/AUser-submitted20110218-Matthew-Levens-Todd-KlingN/A
102-08-2012John Beirne Jr., John-Oliver Beirne, Jim Betzig, Eric PasseriN/AN/AN/AN/A$2,000N/ABank of America Merrill LynchFocus Financial PartnersMilfordCTN/AN/AN/A2012-02-08N/Ahttp://www.investmentnews.com/article/20120207/FREE/120209940N/AN/AN/AN/AN/AInvestmentNews20120208-John-Beirne-Jr-John-Oliver-Beirne-Jim-Betzig-Eric-PasseriN/A
108-16-2010Denise OttenN/AN/AN/AN/A$25N/AMorgan Stanley Smith BarneyFogel Neale PartnersNew YorkNYN/AN/AN/A2010-08-16N/Ahttp://www.prnewswire.com/news-releases/fogel-neale-lures-former-morgan-stanley-financial-advisor-denise-otten-100783969.htmlN/AN/AN/AN/AN/AInvestmentNews20100816-Denise-OttenN/A
109-14-2012Marty Dean, Judy OlschofkaN/AN/AN/AN/A$61$1Centaurus FinancialFSC SecuritiesPenn LairdVAN/AN/AN/A2012-08-30N/AN/AN/ALinda Malamut3107726533lmalamut@safg.comN/AUser-submitted20120914-Marty-Dean-Judy-OlschofkaN/A
109-14-2012Eric Burton, Ronald WhittinghamN/AN/AN/AN/A$250$4LPL FinancialFSC SecuritiesTinley ParkILN/AN/AN/A2012-09-14N/AN/AN/ALinda Malamut3107726533lmalamut@safg.comN/AUser-submitted20120914-Eric-Burton-Ronald-WhittinghamN/A
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