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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
103-22-2012Michele ColarussoN/AN/AN/AN/A$65N/ALPL FinancialAmeriprise FinancialHopkintonMAN/AN/AN/A2012-03-16N/Ahttp://online.wsj.com/article/BT-CO-20100126-713497.htmlN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Michele-ColarussoN/A
103-22-2012Dan DijakN/AN/AN/AN/A$81N/ARaymond JamesAmeriprise FinancialSaginawMIN/AN/AN/A2012-02-02N/Ahttp://www.investmentnews.com/article/20100504/FREE/100509962/-1/INDaily01N/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Dan-DijakN/A
103-22-2012Mark BrellisN/AN/AN/AN/A$81N/AMorgan Stanley Smith BarneyAmeriprise FinancialMelvilleNYN/AN/AN/A2012-03-16N/Ahttp://www.marketwire.com/press-release/New-Atlanta-Branch-Makes-Ten-for-Brokerage-Benjamin-F-Edwards-Co-1288310.htmN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Mark-BrellisN/A
103-22-2012Robert Holland, Denise HollandN/AN/AN/AN/A$96N/ASummit Brokerage ServicesAmeriprise FinancialGrants PassORN/AN/AN/A2012-02-03N/Ahttp://online.wsj.com/article/BT-CO-20100804-712668.htmlN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Robert-Holland-Denise-HollandN/A
103-22-2012Ed HanksN/AN/AN/AN/A$134N/AWells Fargo AdvisorsAmeriprise FinancialGalaxVAN/AN/AN/A2012-01-20N/Ahttp://online.wsj.com/article/BT-CO-20100514-712207.html?mod=WSJ_World_MIDDLEHeadlinesEuropeN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Ed-HanksN/A
103-16-2012Doug Viellette, Dan DanotoN/AN/AN/AN/A$211N/AMorgan Stanley Smith BarneyAmeriprise FinancialHartfordCTN/AN/AN/A2012-03-16N/Ahttp://www.investmentnews.com/article/20100903/FREE/100909966N/AN/AN/AN/AN/AInvestmentNews20120316-Doug-Viellette-Dan-DanotoN/A
102-17-2012Aaron WolsonN/AN/AN/AN/A$52N/AWells Fargo AdvisorsAmeriprise FinancialMenlo ParkCAN/AN/AN/A2012-02-17N/AN/AN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120217-Aaron-WolsonN/A
102-17-2012Joseph O'KeefeN/AN/AN/AN/A$64N/AMorgan Stanley Smith BarneyAmeriprise FinancialN/AN/AN/AN/AN/A2012-02-17N/Ahttp://www.investmentnews.com/article/20100124/REG/301249974N/AN/AN/AN/AN/AInvestmentNews20120217-Joseph-O'KeefeN/A
102-13-2012Brian McCarrenN/AN/AN/AN/A$114N/AJanney Montgomery ScottAmeriprise FinancialBostonMAN/AN/AN/A2012-02-13N/Ahttp://www.aegiscap.comN/AN/AN/AN/AN/AInvestmentNews20120213-Brian-McCarrenN/A
102-03-2012Dong ChoiN/AN/AN/AN/A$55N/AMorgan Stanley Smith BarneyAmeriprise FinancialPortlandORN/AN/AN/A2012-02-03N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120203-Dong-ChoiN/A
101-13-2012David BoersigN/AN/AN/AN/AN/AN/AUBS Financial ServicesAmeriprise FinancialNew YorkNYN/AN/AN/A2012-01-13N/Ahttp://www.prnewswire.com/news-releases/hightower-announces-new-advisor-team-in-new-york-110963224.htmlN/AN/AN/AN/AN/AInvestmentNews20120113-David-BoersigN/A
111-17-2011Craig Russ, Robert FurciatoN/AN/AN/AN/A$83N/ABank of America Merrill LynchAmeriprise FinancialFlorham ParkNJN/AN/AN/A2011-11-14N/AN/AN/AN/AN/AN/AN/AInvestmentNews20111117-Craig-Russ-Robert-FurciatoN/A
111-09-2011Allan RaubN/AN/AN/AN/A$105N/AVSR Financial ServicesAmeriprise FinancialFort WorthTXN/AN/AN/A2011-11-09N/AN/AN/AN/AN/AN/AN/AInvestmentNews20111109-Allan-RaubN/A
110-20-2011Bruce McGaughN/AN/AN/AN/A$100N/ARBC Wealth ManagementAmeriprise FinancialHoustonTXN/AN/AN/A2011-10-20BrokerCheckhttp://brokercheck.finra.org/Individual/IndividualSummary.aspx?SearchGroup=Individual&FirmKey=-1&BrokerKey=1268028&IndvlBCCtgry=1&IndvlIACtgry=1N/AN/AN/AN/AN/AInvestmentNews20111020-Bruce-McGaughN/A
110-13-2011Sheila SpicehandlerN/AN/AN/AN/A$200N/AMorgan Stanley Smith BarneyAmeriprise FinancialRye BrookNYN/AN/AN/A2011-10-03N/Ahttp://www.ameripriseadvisors.com/geri.e.pell/N/AApril K. LangusN/Aapril.k.langus@ampf.comN/AUser-submitted20111013-Sheila-SpicehandlerN/A
111-01-2010Greg VandergriftN/AN/AN/AN/A$70N/ALPL FinancialAmeriprise FinancialOrlandoFLN/AN/AN/A2010-11-01N/Ahttp://www.reuters.com/article/idUSN0626795620100506N/AN/AN/AN/AN/AInvestmentNews20101101-Greg-VandergriftN/A
110-18-2010Angelo Ferlisi, Randy Laird, Bill Morris, Pearson MatthewsN/AN/AN/AN/A$134N/AMorgan Stanley Smith BarneyAmeriprise FinancialBirminghamALN/AN/AN/A2010-10-15N/AN/AN/AN/AN/AN/AN/AInvestmentNews20101018-Angelo-Ferlisi-Randy-Laird-Bill-Morris-Pearson-MatthewsN/A
110-03-2011Nilos T. SakellariouN/AN/AN/AN/A$100$750Glen Eagle AdvisorsArete Wealth ManagementAnnapolisMDN/AN/AN/A2011-10-03selfN/AN/ANilos T. SakellariouN/Ansakellariou@NTSBearing.comN/AUser-submitted20111003-Nilos-T-SakellariouN/A
110-14-2011Gary PattengaleN/AN/AN/AN/A$181N/ALeavitt Capital ManagementBalasa Dinverno FoltzItascaILN/AN/AN/A2011-08-01Balasa Dinverno Foltz LLChttp://www.bdfllc.comN/AAlycia DinvernoN/Aalyciadinverno@bdfllc.comN/AUser-submitted20111014-Gary-PattengaleN/A
103-14-2013Brian MooreN/AN/AN/AN/A$113N/AMorgan Stanley Smith BarneyBank of America Merrill LynchRed BankNJN/AN/AN/A2013-02-27N/AN/AN/ALauren SambrottoN/Al.sambrotto@bankofamerica.comN/AUser-submitted2013-03-14-Brian-MooreN/A
103-14-2013Mark JohnsonN/AN/AN/AN/A$192N/AMorgan Stanley Smith BarneyBank of America Merrill LynchBloomingtonMNN/AN/AN/A2013-02-27N/AN/AN/ALauren SambrottoN/Al.sambrotto@bankofamerica.comN/AUser-submitted2013-03-14-Mark-JohnsonN/A
102-26-2013David Frank, John JudkinsN/AN/AN/AN/A$168N/AMorgan Stanley Smith BarneyBank of America Merrill LynchHunt ValleyMAN/AN/AN/AN/A2013-02-01N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-26-David-Frank-John-JudkinN/A
102-26-2013Edward Glenn, Pamela StaplesN/AN/AN/AN/A$300N/ARBC Wealth ManagementBank of America Merrill LynchAustinTXN/AN/AN/A2013-02-15N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-26-Edward-Glenn-Pamela-StaplesN/A
102-26-2013Mickey LittmannN/AN/AN/AN/A$151N/AMorgan Stanley Smith BarneyBank of America Merrill LynchNew YorkNYN/AN/AN/A2013-02-12N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-26-Micket-LittmannN/A
102-14-2013Quoc (Jon) PhamN/AN/AN/AN/A$82N/AMorgan Stanley Smith BarneyBank of America Merrill LynchSan Jose CAN/AN/AN/A2013-01-18N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-13-Quoc-Jon-PhamN/A
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