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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
102-14-2013William TerrellN/AN/AN/AN/A$137N/AMorgan Stanley Smith BarneyBank of America Merrill LynchSan FranciscoCAN/AN/AN/A2013-01-11N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2103-02-13-William-TerrallN/A
102-14-2013Kevin RobertsonN/AN/AN/AN/A$588N/APiper JaffreyBank of America Merrill LynchPortlandORN/AN/AN/A2013-01-24N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-13-Kevin-RobertsonN/A
102-14-2013Stephanie GreerN/AN/AN/AN/A$189N/AWells Fargo AdvisorsBank of America Merrill LynchScottsdaleAZN/AN/AN/A2013-01-18N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-03-13-Stephanie-GreerN/A
112-17-2012Jason LloydN/AN/AN/AN/A$125$1Morgan Stanley Smith BarneyBank of America Merrill LynchVentura CoastCAN/AN/AN/A2012-11-30N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Jason-LloydN/A
112-17-2012Dan SandlinN/AN/AN/AN/A$151$1Morgan Stanley Smith BarneyBank of America Merrill LynchChicagoILN/AN/AN/A2012-11-09N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Dan-SandlinN/A
112-17-2012Christine ReillyN/AN/AN/AN/A$159$1Morgan Stanley Smith BarneyBank of America Merrill LynchFort LauderdaleFLN/AN/AN/A2012-11-15N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Christine-ReillyN/A
112-17-2012David VallieN/AN/AN/AN/A$160$1Morgan Stanley Smith BarneyBank of America Merrill LynchGrand BlancMIN/AN/AN/A2012-11-14N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-David-VallieN/A
112-17-2012Emory Ragsdale, Wade Myatt, Lynde JacksonN/AN/AN/AN/A$152$1RBC Wealth ManagementBank of America Merrill LynchCollege StationTXN/AN/AN/A2012-11-16N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Emory-Ragsdale-Wade-Myatt-Lynde-JacksonN/A
112-17-2012Craig WeinsteinN/AN/AN/AN/A$174$2Credit Suisse Wealth ServicesBank of America Merrill LynchDallasTXN/AN/AN/A2012-12-06N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Craig-WeinsteinN/A
110-22-2012Rebecca Rothstein & TeamN/AN/AN/AN/A$2,500N/AMorgan Stanley Smith BarneyBank of America Merrill LynchBeverly HillsCAN/AN/AN/A2012-10-19N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121022-Rebeccca-Rothstein-TeamN/A
108-27-2012Mark KeanN/AN/AN/AN/A$141$2UBS Financial ServicesBank of America Merrill LynchCaryNCN/AN/AN/A2012-08-03N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120827-Mark-KeanN/A
108-27-2012Lee Miller, Andrew PleatN/AN/AN/AN/A$183$1UBS Financial ServicesBank of America Merrill LynchSaratoga SpringsNYN/AN/AN/A2012-08-10N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120827-Lee-Miller-Andrew-PleatN/A
108-20-2012Westcott Jones, Scott Vogel Swenson Jones & AssociatesN/AN/AN/A$1,000N/AWells Fargo AdvisorsBank of America Merrill LynchWayzataMNN/AN/AN/A2012-08-03N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120820-Westcott-Jones-Scott-VogelN/A
108-08-2012Andrew Cappello, Christie Roberts N/AN/AN/AN/A$378$5Morgan Stanley Smith BarneyBank of America Merrill LynchTampaFLN/AN/AN/A2012-07-13N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120808-Andrew-Cappello-Christie-Roberts-N/A
107-31-2012Matt Celenza, Larry DiGioiaN/AN/AN/AN/A$790$4Barclays WealthBank of America Merrill LynchLos AngelesCAN/AN/AN/A2012-07-06N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AInvestmentNews20120731-Matt-Celenza-Larry-DiGioiaN/A
107-25-2012James McKenzie, Ricardo Quiros, Mauricio RubioN/AN/AN/AN/A$235$2Morgan Stanley Smith BarneyBank of America Merrill LynchWestonFLN/AN/AN/A2012-05-31N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AUser-submitted20120725-James-McKenzie-Ricardo-Quiros-Mauricio-RubioN/A
107-25-2012Robert Steingold, Geoffrey OrbachN/AN/AN/AN/A$177$1Morgan Stanley Smith BarneyBank of America Merrill LynchTroyMIN/AN/AN/A2012-06-15N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AUser-submitted20120725-Robert-Steingold-Geoffrey-OrbachN/A
107-25-2012Douglas McPherson, Dean RidgwayN/AN/AN/AN/A$148$1Morgan Stanley Smith BarneyBank of America Merrill LynchSan DiegoCAN/AN/AN/A2012-06-29N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AUser-submitted20120725-Douglas-McPherson-Dean-RidgwayN/A
103-14-2012Ryan Baker, Stuart HammN/AN/AN/AN/A$130N/AMorgan Stanley Smith BarneyBank of America Merrill LynchFlorenceALN/AN/AN/A2012-03-14N/Ahttp://www.jw-cole.comN/AN/AN/AN/AN/AInvestmentNews20120314-Ryan-Baker-Stuart-HammN/A
103-14-2012Jose Fernandez, Juan AlemanN/AN/AN/AN/A$260$2CitigroupBank of America Merrill LynchSan DiegoCAN/AN/AN/A2012-03-14N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120314-Jose-Fernandez-Juan-AlemanN/A
110-31-2011Bruce Lee, Jim HoesleyN/AN/AN/AN/A$1,200$8Credit Suisse Wealth ServicesBank of America Merrill LynchChicagoILN/AN/AN/A2011-10-31N/Ahttp://online.wsj.com/article/BT-CO-20111031-712838.htmlN/AN/AN/AN/AN/AInvestmentNews20111031-Bruce-Lee-Jim-HoesleyN/A
110-26-2011Leonard KinsmanN/AN/AN/AN/A$113$1Wells Fargo AdvisorsBank of America Merrill LynchStaten IslandNYN/AN/AN/A2011-10-26N/Ahttp://www.investmentnews.com/article/20111025/FREE/111029956N/AN/AN/AN/AN/AInvestmentNews20111026-Leonard-KinsmanN/A
110-26-2011Jeffrey Dinkins, William McGrath, Peter Ianace, Rohit Mehrotra, Jason JaynesN/AN/AN/AN/A$478$4Morgan Stanley Smith BarneyBank of America Merrill LynchPlanoTXN/AN/AN/A2011-10-26N/Ahttp://www.investmentnews.com/article/20111025/FREE/111029956N/AN/AN/AN/AN/AInvestmentNews20111026-Jeffrey-Dinkins-William-McGrath-Peter-Ianace-Rohit-Mehrotra-Jason-JaynesN/A
109-27-2011James WattsN/AN/AN/AN/A$216N/AWells Fargo AdvisorsBank of America Merrill LynchMill ValleyCAN/AN/AN/A2011-09-27N/AN/AN/AN/AN/AN/AN/AInvestmentNews20110927-James-WattsN/A
109-27-2011Michael CirulloN/AN/AN/AN/A$143$1Morgan Stanley Smith BarneyBank of America Merrill LynchHartfordCTN/AN/AN/A2011-09-27N/Ahttp://online.wsj.com/article/BT-CO-20110110-711953.htmlN/AN/AN/AN/AN/AInvestmentNews20110927-Michael-CirulloN/A
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