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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
103-15-2013Tom Wozniak, Doug FreemanThe WS GroupN/AN/AN/A$211N/ABank of America Merrill LynchWells Fargo AdvisorsMissoulaMTN/AN/AN/A2013-01-03N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Tom-Wozniak-Doug-FreemanN/A
103-15-2013Melody FotiN/AN/AN/AN/A$124N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsNorthamptonMAN/AN/AN/A2013-01-14N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Meody FotiN/A
103-15-2013Robert McMannN/AN/AN/AN/A$163N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsLake MaryFLN/AN/AN/A2013-03-15N/AN/AN/AScott FlemingN/Ascott.fleming@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Robert-McMannN/A
103-18-2010Edward Sokolosky, Shane SullivanN/AN/AN/AN/A$50$1Wells Fargo AdvisorsA.G. Edwards & SonsHudsonNYN/AN/ARobert Lane2010-03-18N/AN/AN/AChris RadfordN/Acradford@vsrfs.comN/AUser-submitted20100318-Edward-Sokolosky-Shane-SullivanN/A
101-04-2010Paul BedingerN/AN/AN/AN/A$38N/AWells Fargo AdvisorsA.G. Edwards & SonsN/AN/AN/AN/AN/A2010-01-04shawn smithhttp://www.financialadvisorplacementservices.comN/Ashawn smithN/Afaplacementservices@comcast.netN/AUser-submitted20100104-Paul-BedingerN/A
109-20-2011David DruckerN/AN/AN/AN/AN/A$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
107-11-2011Stanley Crouch, Victor SaulN/AN/AN/AN/A$250N/AHerbert J. Sims & Co.Aegis CapitalNew YorkNYN/AN/AN/A2011-07-11Phil Michalshttp://www.aegiscap.com/upload/files/Crouch.pdfN/APhil MichalsN/Apmichals@aegiscap.comN/AUser-submitted20110711-Stanley-Crouch-Victor-SaulN/A
104-15-2011Robert MillstoneN/AN/AN/AN/A$100N/ABishop RosenAegis CapitalNew YorkNYN/AN/AN/A2011-04-15Phil MichalsN/AN/APhil MichalsN/Apmichals@aegiscap.comN/AUser-submitted20110415-Robert-MillstoneN/A
104-11-2011Daniel FreedmanN/AN/AN/AN/A$60$1Bishop RosenAegis CapitalNew YorkNYN/AN/AN/A2011-04-12Phil Michalshttp://www.aegiscap.com/upload/files/announcement-dan%20(3).pdfN/APhil MichalsN/Apmichals@aegiscap.comN/AUser-submitted20110411-Daniel-FreedmanN/A
102-14-2011Randy RossN/AN/AN/AN/A$60N/AUBS Financial ServicesAegis CapitalNew YorkNYN/AN/AN/A2011-02-14Phil Michalshttp://www.aegiscap.comN/APhil MichalsN/Apmichals@aegiscap.comN/AUser-submitted20110214-Randy-RossN/A
102-04-2011David Ferri, Michael McDonaldN/AN/AN/AN/A$60N/AJHS Capital AdvisorsAegis CapitalOrlandoFLN/AN/AN/A2011-02-04David Ferrihttp://www.aegiscap.com/upload/files/announcement-Kendal%20CM.pdfN/ADavid FerriN/Adferri@aegiscap.comN/AUser-submitted20110204-David-Ferri-Michael-McDonaldN/A
112-09-2010Michael Moss, Phil SmolowitzN/AN/AN/AN/A$150$1Stifel Nicolaus & Co.Aegis CapitalNew YorkNYN/AN/AN/A2010-12-09Aegis CapitalN/AN/APhil MichalsN/Apmichals@aegiscap.comN/AUser-submitted20101209-Michael-Moss-Phil-SmolowitzN/A
103-26-2010Gunn Allen Branch at 40 Wall St.N/AN/AN/AN/A$375$11Gunn Allen FinancialAegis CapitalN/AN/AN/AN/AN/A2010-03-26INhttp://www.investmentnews.com/article/20100326/FREE/100329907N/AN/AN/AN/AN/AInvestmentNews20100326-Gunn-Allen-Branch-at-40-Wall-StN/A
105-01-2012Terry TolbertN/AN/AN/AN/A$121N/ABank of America Merrill LynchAllen & Co. of FloridaVieraFLN/AN/AN/A2012-05-01Scott McHughhttp://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.htmlN/AKeith AlbrittonN/Akeith@alleninvestments.comN/AUser-submitted20120501-Terry-TolbertN/A
112-08-2010James Schipper, Steve Osterink Sr, Steve Osterink Jr.N/AN/AN/AN/A$75N/ASagepoint FinancialAmerican Portfolios Financial ServicesKENTWOODMIN/AN/AN/A2010-12-08Regal Financial Grouphttp://www.reuters.com/article/idUSN0521349220101005N/ALies HamiltonN/Alhamilton@regalfin.comN/AUser-submitted20101208-James-Schipper-Steve-Osterink-Sr-Steve-Osterink-JrN/A
111-28-2012Levent Bayrasli, Russell SmithN/AN/AN/AN/A$95N/ABank of America Merrill LynchAmeriprise FinancialBranchburgNJN/AN/AN/A2012-11-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20121128-Levent-Bayrasli- Russell-SmithN/A
111-28-2012Ziv Ohel, Bill DuncanN/AN/AN/AN/A$275$2Morgan Stanley Smith BarneyAmeriprise FinancialDeerfieldILN/AN/AN/A2012-11-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20121128-Ziv-Ohel-Bill-DuncanN/A
108-23-2012John CartolanoN/AN/AN/AN/A$200N/ALPL FinancialAmeriprise FinancialScottsdaleAZN/AN/AN/A2012-08-17N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120823-John-CartolanoN/A
108-21-2012John Lupi and AssociatesN/AN/AN/AN/A$101N/AWells Fargo AdvisorsAmeriprise FinancialColts NeckNJN/AN/AN/A2012-08-14N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120821-John-Lupi-and-AssociatesN/A
108-21-2012James Marchesi and AssociatesN/AN/AN/AN/A$115N/ALPL FinancialAmeriprise FinancialChesterNJN/AN/AN/A2012-08-17N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120821-James-Marchesi-and-AssociatesN/A
104-10-2012Kevin Donoghue, James DonoghueN/AN/AN/AN/A$84N/ALincoln FinancialAmeriprise FinancialDunedinFLN/AN/AN/A2012-04-10N/Ahttp://www.investmentnews.com/article/20100524/FREE/100529960N/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120410-Kevin-Donoghue-James-DonoghueN/A
103-30-2012Charles HartN/AN/AN/AN/A$114N/AVSR Financial ServicesAmeriprise FinancialN/ACAN/AN/AN/A2012-03-30N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120330-Charles-HartN/A
103-22-2012David LoweN/AN/AN/AN/A$88N/ABank of America Merrill LynchAmeriprise FinancialMiamisburgOHN/AN/AN/A2012-03-09N/AN/AN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-David-LoweN/A
103-22-2012Keith SomersN/AN/AN/AN/A$51N/ALPL FinancialAmeriprise FinancialStratfordCTN/AN/AN/A2012-01-13N/AN/AN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Keith-SomersN/A
103-22-2012John LevitzN/AN/AN/AN/A$87N/AMorgan Stanley Smith BarneyAmeriprise FinancialPlantationFLN/AN/AN/A2012-02-03N/Ahttp://www.reuters.com/article/2011/05/17/us-ubs-idUSTRE74G6NU20110517N/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-John-LevitzN/A
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