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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
110-19-2011Summit FinancialN/AN/AN/AN/A$1,200$0Ogilvie Security AdvisorsCommonwealth Financial NetworkBurlingtonMAN/AN/AN/A2011-10-19N/Ahttp://brokercheck.finra.org/Individual/IndividualSummary.aspx?SearchGroup=Individual&FirmKey=-1&BrokerKey=25450&IndvlBCCtgry=1&IndvlIACtgry=-1N/AN/AN/AN/AN/AInvestmentNews20111019-Summit-FinancialN/A
109-06-2011Eric PetersonN/AN/AN/AN/A$75$0Securities AmericaCommonwealth Financial NetworkSpringfieldMON/AN/AN/A2011-09-06N/AN/AN/AN/AN/AN/AN/AInvestmentNews20110906-Eric-PetersonN/A
109-06-2011Chuck OlsenN/AN/AN/AN/A$250$0Securities AmericaCommonwealth Financial NetworkNorfolkNEN/AN/AN/A2011-09-06N/Ahttp://www.investmentnews.com/article/20090517/REG/305179988N/AN/AN/AN/AN/AInvestmentNews20110906-Chuck-OlsenN/A
109-06-2011Brian FischerN/AN/AN/AN/A$400$0Securities AmericaCommonwealth Financial NetworkAnnandaleNJN/AN/AN/A2011-09-06N/AN/AN/AN/AN/AN/AN/AInvestmentNews20110906-Brian-FischerN/A
107-25-2011Thomas J. HineN/AN/AN/AN/A$120$0Securities AmericaCommonwealth Financial NetworkGlastonburyCTN/AN/AN/A2011-07-26N/Ahttp://online.wsj.com/article/BT-CO-20101001-706851.htmlN/AN/AN/AN/AN/AInvestmentNews20110725-Thomas-J-HineN/A
107-25-2011Richard TonkinsonN/AN/AN/AN/A$200$2Securities AmericaCommonwealth Financial NetworkMiamiFLN/AN/AN/A2011-07-26N/Ahttp://www.reuters.com/article/2012/04/03/us-concert-wealth-idUSBRE8320ZL20120403N/AN/AN/AN/AN/AInvestmentNews20110725-Richard-TonkinsonN/A
107-25-2011John L. SmallwoodN/AN/AN/AN/A$100$0Securities AmericaCommonwealth Financial NetworkShrewsburyNJN/AN/AN/A2011-07-26N/Ahttp://online.wsj.com/article/BT-CO-20111018-711225.htmlN/AN/AN/AN/AN/AInvestmentNews20110725-John-L-SmallwoodN/A
109-17-2012Kevin Stophel, Matthew McCoyN/AN/AN/AN/A$90$0Bank of America Merrill LynchConcert Wealth ManagementChattanoogaTNN/AN/AN/A2012-09-13N/AN/AN/AFelipe Luna (CEO of Concert Global Group Ltd.)N/AN/AN/AInvestmentNews20120917-Kevin-Stophel-Matthew-McCoyN/A
104-06-2012Myles PritchardN/AN/AN/AN/A$100$0Bank of America Merrill LynchConcert Wealth ManagementLos AngelesCAN/AN/AN/A2012-04-06N/Ahttp://www.reuters.com/article/2012/04/03/us-concert-wealth-idUSBRE8320ZL20120403N/AN/AN/AN/AN/AInvestmentNews20120406-Myles-PritchardN/A
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$258$0UBS 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$50$0Morgan 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$35$0Morgan 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$120$0Morgan 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$50$0Morgan 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$100$0Bernstein 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$3,831$0Morgan 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$1,200$0Morgan 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$5,900$0U.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$190$0Morse 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$100$0Morgan 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$1,200$0LPL 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
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