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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
108-02-2012Advantage Financial GroupN/AN/AN/AN/A$2,000$11National PlanningLPL FinancialCedar RapidsIAN/AN/AN/A2012-08-02LPL Financial welcomes Advantage Financial Group to its platform http://www.prnewswire.com/news-releases/lpl-financial-welcomes-advantage-financial-group-to-its-platform-producer-group-brings-63-independent-advisors-and-client-assets-of-approximately-2-billion-164729956.htmlN/AN/AN/AN/AN/AInvestmentNews20120802-Advantage-Financial-GroupN/A
106-07-2012Ryan J. SchriftN/AN/AN/AN/A$15N/AMorgan KeeganLPL FinancialBelmontNCN/AN/AN/A2012-05-14Ryan SchriftN/AN/ARyan SchriftN/Aryan.schrift@lpl.comN/AUser-submitted20120607-Ryan-J-SchriftN/A
105-11-2012Erin BotsfordN/AN/AN/AN/A$560N/ADeWaay Financial NetworkLPL FinancialFriscoTXN/AN/AN/A2012-05-11N/Ahttp://www.investmentnews.com/article/20120511/FREE/120519983N/AN/AN/AN/AN/AInvestmentNews20120511-Erin-BotsfordN/A
104-21-2012Steven CrabreeN/AN/AN/AN/A$50N/ABank of America Merrill LynchLPL FinancialN/AN/AN/AN/AN/A2012-04-21Robert Laraiahttp://www.nstarwp.comN/ARobert Laraia, founding partenerN/Arlaraia@nstarwp.comN/AUser-submitted20120421-Steven-CrabreeN/A
104-18-2012Wealth Advisors of Tampa BayN/AN/AN/AN/A$100N/AFlorida Investment AdvisorsLPL FinancialTampa BayFLN/AN/AN/A2012-04-18N/Ahttp://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Financial-Advisory-Team-With-$350-Million-in-Client-Assets-Under-Mana-14279220/N/AN/AN/AN/AN/AInvestmentNews20120418-Wealth-Advisors-of-Tampa-BayN/A
103-12-2012Neal McNeil III, Robert L. Meyer, Ryan Clive-SmithN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyLPL FinancialLa JollaCAN/AN/AN/A2012-03-12N/Ahttp://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Adding-to-the-Growing-Theme-of-Elite-Teams-Announcing-Independence-Natio-14210630/N/AN/AN/AN/AN/AInvestmentNews20120312-Neal-McNeil-III-Robert-L-Meyer-Ryan-Clive-SmithN/A
101-25-2012John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezN/AN/AN/AN/A$200N/ALincoln FinancialLPL FinancialBraintreeMAN/AN/AN/A2012-01-25Reutershttp://www.reuters.com/article/2012/01/25/us-lpl-financial-idUSTRE80O1BR20120125N/AN/AN/AN/AN/AInvestmentNews20120125-John-Napolitano-George-Clarke-Thomas-Morrone-Michael-Alexander-Max-Kolbrenner-Gary-Oman-Timothy-McCarthy-Michael-VelazquezN/A
101-04-2012Christopher Hagen, Daniel SloanN/AN/AN/AN/A$180N/AMorgan KeeganLPL FinancialMontgomeryALN/AN/AN/A2012-01-04N/Ahttp://www.reuters.com/article/2011/12/23/onthemove-wrap-idUSN1E7BM02X20111223N/AN/AN/AN/AN/AInvestmentNews20120104-Christopher-Hagen-Daniel-SloanN/A
111-28-2011Anton BayerN/AN/AN/AN/A$115$1Securities AmericaLPL FinancialGranite BayCAN/AN/AN/A2011-11-28N/Ahttp://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118N/AN/AN/AN/AN/AInvestmentNews20111128-Anton-BayerN/A
111-28-2011Steven Jung, Timothy Lysaght, Patrick Lysaght,N/AN/AN/AN/A$185N/AMorgan KeeganLPL FinancialCincinattiOHN/AN/AN/A2011-11-28Reutershttp://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118N/AN/AN/AN/AN/AInvestmentNews20111128-Steven-Jung-Timothy-Lysaght-Patrick-LysaghtN/A
111-28-2011Gary DeeseN/AN/AN/AN/A$92N/AEdward JonesLPL FinancialLexingtonSCN/AN/AN/A2011-11-28N/Ahttp://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118N/AN/AN/AN/AN/AInvestmentNews20111128-Gary-DeeseN/A
109-28-2011George P. Fraser, Frederic W. Amberg, Troy W. HaugenN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyLPL FinancialSan DiegoCAN/AN/AN/A2011-09-28N/Ahttp://www.joinprospera.comN/AN/AN/AN/AN/AInvestmentNews20110928-George-P-Fraser-Frederic-W-Amberg-Troy-W-HaugenN/A
108-10-2011Bobby WhiteN/AN/AN/AN/AN/A$6Securities AmericaLPL FinancialBirminghamALN/AN/AN/A2011-08-10N/Ahttp://www.investmentnews.com/article/20110810/FREE/110819987N/AN/AN/AN/AN/AInvestmentNews20110810-Bobby-WhiteN/A
108-10-2011Donald PatrickN/AN/AN/AN/AN/A$10Securities AmericaLPL FinancialAtlantaGAN/AN/AN/A2011-08-10N/Ahttp://www.investmentnews.com/article/20110810/FREE/110819987N/AN/AN/AN/AN/AInvestmentNews20110810-Donald-PatrickN/A
110-14-2010Robert F. Halligan IIN/AN/AN/AN/A$115N/AMorgan Stanley Smith BarneyLPL FinancialLa MesaCAN/AN/AN/A2010-10-14N/Ahttp://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-137674.phpN/AN/AN/AN/AN/AInvestmentNews20101014-Robert-F-Halligan-IIN/A
105-26-2010Michael SharplesN/AN/AN/AN/AN/A$1Edward JonesLPL FinancialDurhamNCN/AN/AN/A2010-05-26N/Ahttp://www.investmentnews.com/article/20100524/FREE/100529960N/AN/AN/AN/AN/AInvestmentNews20100526-Michael-SharplesN/A
110-08-2010Andrew Malloy, Stephen ConteN/AN/AN/AN/AN/AN/AShepard KaplanLuminous CapitalMenlo ParkCAN/AN/AN/A2010-10-08N/Ahttp://www.investmentnews.com/article/20101008/CHART/101009880N/AN/AN/AN/AN/AInvestmentNews20101008-Andrew-Malloy-Stephen-ConteN/A
103-01-2011Firstrust Financial Resources LLCN/AN/AN/AN/A$600N/AAxa AdvisorsMetLife SecuritiesConshohockenPAN/AN/AN/A2011-03-01N/Ahttp://online.wsj.com/article/BT-CO-20110301-712589.htmlN/AN/AN/AN/AN/AInvestmentNews20110301-Firstrust-Financial-Resources-LLCN/A
105-28-2010Timothy FurguesonN/AN/AN/AN/A$60N/AMorgan Stanley Smith BarneyMiddleCove CapitalCenterbrookCTN/AN/AN/A2010-05-28Company press releasehttp://online.wsj.com/article/BT-CO-20110405-708000.htmlN/AN/AN/AN/AN/AInvestmentNews20100528-Timothy-FurguesonN/A
104-20-2010Tom Bertaut, Chris Carrico, Bill WhitneyN/AN/AN/AN/A$100N/AUBS Financial ServicesMississippi Investment ManagementN/AN/AN/AN/AN/A2010-04-19N/Ahttp://www.investmentnews.com/article/20100419/FREE/100419885/-1/INDaily01N/AN/AN/AN/AN/AInvestmentNews20100420-Tom-Bertaut-Chris-Carrico-Bill-WhitneyN/A
101-08-2010Patrick J. Howley, Betsy DowN/AN/AN/AN/A$300$1A.G. Edwards & SonsMoneta Group Investment AdvisorsN/AN/AN/AN/AN/A2010-01-08INhttp://www.investmentnews.com/article/20100108/FREE/100109882N/AN/AN/AN/AN/AInvestmentNews20100108-Patrick-J-Howley-Betsy-DowN/A
106-18-2010Wayne SmithN/AN/AN/AN/A$30N/AOppenheimerMoors & Cabot Financial AdvisorsSan FranciscoCAN/AN/AN/A2010-06-18shawn smithN/AN/AShawn SmithN/Afaplacementservices@comcast.netN/AUser-submitted20100618-Wayne-SmithN/A
103-05-2013Scott SextonN/AN/AN/AN/A$700N/AUBS Financial ServicesMorgan Stanley Smith BarneyKnoxvilleTNN/AN/AN/A2013-03-01N/AN/AN/AChristine JockleN/AChristine.Jockle@morganstanley.comN/AUser-submitted2013-03-7-Scott-SextonN/A
103-05-2013Roxann Romano, Anthony CatalanoN/AN/AN/AN/AN/AN/AUBS Financial ServicesMorgan Stanley Smith BarneyNew YorkNYN/AN/AN/A2013-03-01N/AN/AN/AChristine JockleN/AChristine.Jockle@morganstanley.comN/AUser-submitted2013-03-7-Roxann-Romano-Anthony-CatalanoN/A
102-27-2013Victor CamaraN/AN/AN/AN/A$100N/ABank of America Merrill LynchMorgan Stanley Smith BarneyMiamiFLN/AN/AN/A2013-01-18N/AN/AN/ABruce KellyN/AN/AN/AInvestmentNews2013-02-27-Victor-CamaraN/A
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