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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
102-21-2012Jon ArnoldN/AN/AN/AN/A$60N/ASagePoint FinancialInvestacorpN/AN/AN/AN/AN/A2012-02-22Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20120221-Jon-ArnoldN/A
101-13-2012Keith Patterson, Frank RichardsonN/AN/AN/AN/A$60N/AGeneos Wealth ManagementInvestacorpHoustonTXN/AN/AN/A2012-01-12Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20120113-Keith-Patterson-Frank-RichardsonN/A
112-01-2011David Ortiz & German RamirezN/AN/AN/AN/A$60N/ANational PlanningInvestacorpN/AN/AN/AN/AN/A2011-12-01Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20111201-David-Ortiz-German-RamirezN/A
111-07-2011William BugdonN/AN/AN/AN/A$50N/ANext FinancialInvestacorpN/AN/AN/AN/AN/A2011-11-07Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20111107-William-BugdonN/A
110-20-2011Frank Rapini, Curt SimonsenN/AN/AN/AN/A$100$1Hornor Townsend & KentInvestacorpN/AN/AN/AN/AN/A2011-10-20Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20111020-Frank-Rapini-Curt-SimonsenN/A
107-13-2011Mario LivecchiN/AN/AN/AN/A$68N/AWells Fargo AdvisorsInvestacorpPrincetonNJN/AN/AN/A2011-07-13Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20110713-Mario-LivecchiN/A
106-16-2011Willie HowardN/AN/AN/AN/A$50N/AEdward JonesInvestacorpRichmondTXN/AN/AN/A2011-06-16Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20110616-Willie-HowardN/A
104-27-2011Dean Spada, Kimberly SaxtonN/AN/AN/AN/A$100N/ANew Alliance InvestmentsInvestacorpSouth WindsorCTN/AN/AN/A2011-04-15N/Ahttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20110427-Dean-Spada-Kimberly-SaxtonN/A
104-12-2011Mauro GuerraN/AN/AN/AN/A$50N/ASecurities Service NetworkInvestacorpCoral GabelsFLN/AN/AN/A2011-04-12N/Ahttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20110412-Mauro-GuerraN/A
108-21-2012John Eric NewellN/AN/AN/AN/A$76N/ABancwest Investment ServicesInvestment Centers of AmericaCasperWYN/AN/AN/A2102-08-20N/AN/AN/AEric Newell(307) 268-7373Eric.Newell@investmentcenters.comN/AUser-submitted20120821-John-NewellN/A
109-10-2012Dan Chabott, Michael Ingenito, Terry Seely, Robert Kelly, Richard DarrowN/AN/AN/AN/A$65$1Royal AllianceInvestors CapitalNorthfieldMAN/AN/AN/A2012-08-22N/AN/AN/APeter Acciavatti7814774768pacciavatti@investorscapital.comN/AUser-submitted20120910-Dan-Chabott-Michael-Ingenito-Terry-Seely-Robert-Kelly-Ricahrd-DarrowN/A
107-30-2012Anthony ThurlowN/AN/AN/AN/A$55N/AAmeriprise FinancialInvestors CapitalHendersonNVN/AN/AN/A2012-07-11Financial Advisor Anthony Thurlow Joins Investors Capital Corp.http://bit.ly/MPVxfQN/APeter Acciavatti7814774768pacciavatti@investorscapital.comN/AUser-submitted20120730-Anthony-ThurlowN/A
105-31-2012Zelek, AssociatesN/AN/AN/AN/A$30N/ALincoln FinancialInvestors CapitalN/AN/AN/AN/AN/A2012-04-01Investors Capitalhttp://www.fundfire.com/c/112483/2398/raymond_james_adds_wirehouse_teams_withN/APeter AcciavattiN/Apacciavatti@investorscapital.comN/AUser-submitted20120531-Zelek-AssociatesN/A
109-19-2011Ron PurvinesN/AN/AN/AN/A$200N/ANational PlanningInvestors CapitalHendersonNVN/AN/AN/A2011-09-19N/Ahttp://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-123983.phpN/AN/AN/AN/AN/AInvestmentNews20110919-Ron-PurvinesN/A
107-01-2011Ron PurvinesN/AN/AN/AN/A$200N/ANational PlanningInvestors CapitalHendersonNVN/AN/AN/A2011-07-01Doug Wallace (Recruiter - Investors Capital)http://www.fundfire.com/c/113875/4627/credit_suisse_snags_advisorN/ADouglas WalllaceN/Adwallace@investorscapital.comN/AUser-submitted20110701-Ron-PurvinesN/A
111-16-2010Marc BartonN/AN/AN/AN/A$25N/ALPL FinancialInvestors CapitalFresnoCAN/AN/AN/A2010-11-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20101116-Marc-BartonN/A
104-08-2010Northeast Investment Advisors LLCN/AN/AN/AN/A$100$1B.B. GrahamInvestors CapitalBoulderCON/AN/AN/A2010-04-08Press Releasehttp://www.rwbaird.comN/AN/AN/AN/AN/AInvestmentNews20100408-Northeast-Investment-Advisors-LLCN/A
101-04-2010Jeff Engler, Frank GermanoN/AN/AN/AN/A$30N/ATower Square SecuritiesInvestors CapitalN/AN/AN/AN/AN/A2010-01-04Doug Wallace (Recruiter - Investors Capital)N/AN/ADouglas WallaceN/Adwallace@investorscapital.comN/AUser-submitted20100104-Jeff-Engler-Frank-GermanoN/A
112-21-2009James KneeN/AN/AN/AN/A$50N/ACambridge Investment ResearchInvestors CapitalMelvilleNYN/AN/AN/A2009-12-21Doug Wallace (Recruiter - Investors Capital)N/AN/ADouglas WallaceN/Adwallace@investorscapital.comN/AUser-submitted20091221-James-KneeN/A
111-23-2009James CrossonN/AN/AN/AN/A$115N/ALPL FinancialInvestors CapitalN/AN/AN/AN/AN/A2009-11-23BusinessWirehttp://www.businesswire.com/portal/site/home/permalink/?ndmViewId=news_view&newsId=20091123006054&newsLang=enN/AJames CrossonN/Ajames.crosson@investorscapital.comN/AUser-submitted20091123-James-CrossonN/A
103-09-2012Joseph Wirbick, Michael Zimmerman, Patrick CloonanN/AN/AN/AN/A$100N/AFirst Liberties FinancialJ.W. Cole FinancialLancasterPAN/AN/AN/A2012-03-09Mike Driskellhttp://www.reuters.com/article/idUSN1921914520110119N/AMike DriskellN/Amike.driskell@jw-cole.comN/AUser-submitted20120309-Joseph-Wirbick-Michael-Zimmerman-Patrick-CloonanN/A
108-31-2011Peter SagorskiN/AN/AN/AN/A$60N/ALPL FinancialJ.W. Cole FinancialBaltimoreMDN/AN/AN/A2011-08-30J.W. Cole Financialhttp://www.reuters.com/article/idUSN1917036320101119N/AMike DriskellN/Amike.driskell@jw-cole.comN/AUser-submitted20110831-Peter-SagorskiN/A
104-20-2011Henry Livingston, Ryan McClellandN/AN/AN/AN/A$50N/ASecurities AmericaJ.W. Cole FinancialBaton RougeLAN/AN/AN/A2011-04-20N/AN/AN/AMike DriskellN/Amike.driskell@jw-cole.comN/AUser-submitted20110420-Henry-Livingston-Ryan-McClellandN/A
101-05-2011Beverly PieperN/AN/AN/AN/A$50N/AMulti-Financial SecuritiesJ.W. Cole FinancialMonktonMDN/AN/AN/A2011-01-05J.W. Cole Financialhttp://www.jw-cole.comN/AChristine BakerN/Achristine.baker@jw-cole.comN/AUser-submitted20110105-Beverly-PieperN/A
112-06-2010Kenneth Levin, Reina Schlager, Robert F. SchlagerN/AN/AN/AN/A$130$1Cambridge Investment ResearchJ.W. Cole FinancialFort MyersFLN/AN/AN/A2010-12-06Christine Bakerhttp://www.jw-cole.comN/AChristine BakerN/Achristine.baker@jw-cole.comN/AUser-submitted20101206-Kenneth-Levin-Reina-Schlager-Robert-F-SchlagerN/A
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