Piq Template Top - Pensions & Investments

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
1	09-27-2011	Scott Brownell, Neal Burgess	N/A	N/A	N/A	N/A	$174	N/A	Wells Fargo Advisors	Bank of America Merrill Lynch	Casper	WY	N/A	N/A	N/A	2011-09-27	N/A	http://www.investmentnews.com/article/20101104/FREE/101109953	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110927-Scott-Brownell-Neal-Burgess	N/A
1	09-05-2011	Matthew Wallace, Melanie Regner, George Wallace III	N/A	N/A	N/A	N/A	$220	$2	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Raleigh	NC	N/A	N/A	N/A	2011-09-06	N/A	N/A	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110905-Matthew-Wallace-Melanie-Regner-George-Wallace-III	N/A
1	08-23-2011	Adam Gurien	N/A	N/A	N/A	N/A	$283	$3	Wells Fargo Advisors	Bank of America Merrill Lynch	Bedminster	NJ	N/A	N/A	N/A	2011-08-23	N/A	N/A	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110823-Adam-Gurien	N/A
1	07-20-2011	Bernard Orbach, Erik Vatter, Matthew Groff	N/A	N/A	N/A	N/A	$226	$2	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Harrisburg	PA	N/A	N/A	N/A	2011-08-02	N/A	http://www.investmentnews.com/article/20110802/FREE/110809979	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110720-Bernard-Orbach-Erik-Vatter-Matthew-Groff	N/A
1	07-18-2011	John Burns, William Liebowitz, Peter Krones, John Forgatch	N/A	N/A	N/A	N/A	$277	N/A	UBS Financial Services	Bank of America Merrill Lynch	Palm Beach	FL	N/A	N/A	N/A	2011-07-18	N/A	http://www.investmentnews.com/article/20110718/FREE/110719942	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110718-John-Burns-William-Liebowitz-Peter-Krones-John-Forgatch	N/A
1	07-07-2011	James Wolslager III	N/A	N/A	N/A	N/A	$71	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Austin	TX	N/A	N/A	N/A	2011-07-07	N/A	http://www.investmentnews.com/article/20110802/FREE/110809979	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110707-James-Wolslager-III	N/A
1	07-05-2011	David Massey	N/A	N/A	N/A	N/A	$1,000	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Carlsbad	CA	N/A	N/A	N/A	2011-07-05	N/A	http://brokercheck.finra.org/Individual/IndividualSummary.aspx?SearchGroup=Individual&FirmKey=-1&BrokerKey=2993074&IndvlBCCtgry=1&IndvlIACtgry=1	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110705-David-Massey	N/A
1	07-01-2011	Tony Murphy, Lewis Matthews	N/A	N/A	N/A	N/A	$342	N/A	Wells Fargo Advisors	Bank of America Merrill Lynch	Walnut Creek	CA	N/A	N/A	N/A	2011-07-01	N/A	http://www.investmentnews.com/article/20110802/FREE/110809979	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110701-Tony-Murphy-Lewis-Matthews	N/A
1	07-01-2011	Michael Borza	N/A	N/A	N/A	N/A	$174	$1	UBS Financial Services	Bank of America Merrill Lynch	Virgina Beach	VA	N/A	N/A	N/A	2011-07-01	N/A	http://www.investmentnews.com/article/20110802/FREE/110809979	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110701-Michael-Borza	N/A
1	06-20-2011	Div Telwala	N/A	N/A	N/A	N/A	$80	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Yardley	PA	N/A	N/A	N/A	2011-06-20	N/A	http://www.investmentnews.com/article/20100221/REG/302219972	N/A	Brian Moriarty	N/A	brian.moriarty@ml.com	N/A	User-submitted	20110620-Div-Telwala	N/A
1	06-13-2011	Christopher Bollenbach	N/A	N/A	N/A	N/A	$117	$1	UBS Financial Services	Bank of America Merrill Lynch	Century City	CA	N/A	N/A	N/A	2011-06-13	N/A	http://brokercheck.finra.org/Individual/IndividualSummary.aspx?SearchGroup=Individual&FirmKey=-1&BrokerKey=4815753&IndvlBCCtgry=1&IndvlIACtgry=1	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110613-Christopher-Bollenbach	N/A
1	06-07-2011	Matt Burton, John Cate	N/A	N/A	N/A	N/A	$348	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Indianapolis	IN	N/A	N/A	N/A	2011-06-07	N/A	http://www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201106071000dowjonesdjonline000183&title=street-movesmerrill-lynch-hires-morgan-stanley-brokers	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110607-Matt-Burton-John-Cate	N/A
1	05-05-2011	Glenn Samson, Michael Khaw	N/A	N/A	N/A	N/A	$146	$2	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Walnut Creek	CA	N/A	N/A	N/A	2011-04-29	N/A	http://www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201106071000dowjonesdjonline000183&title=street-movesmerrill-lynch-hires-morgan-stanley-brokers	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110505-Glenn-Samson-Michael-Khaw	N/A
1	04-29-2011	Nicholas Anthony, Robert Gottdener	N/A	N/A	N/A	N/A	$109	N/A	Deutsche Bank	Bank of America Merrill Lynch	Santa Monica	CA	N/A	N/A	N/A	2011-04-29	N/A	http://www.investmentnews.com/article/20101012/FREE/101019968	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110429-Nicholas-Anthony-Robert-Gottdener	N/A
1	04-29-2011	Wayne Achey	N/A	N/A	N/A	N/A	$130	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Bethlehem	PA	N/A	N/A	N/A	2011-04-29	N/A	http://brokercheck.finra.org/Individual/IndividualSummary.aspx?SearchGroup=Individual&FirmKey=-1&BrokerKey=25450&IndvlBCCtgry=1&IndvlIACtgry=-1	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110429-Wayne-Achey	N/A
1	02-07-2011	Charles Slater, Bryan Nunberg	N/A	N/A	N/A	N/A	$101	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Montvale	NJ	N/A	N/A	N/A	2011-02-07	N/A	http://online.wsj.com/article/BT-CO-20110207-709192.html	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20110207-Charles-Slater-Bryan-Nunberg	N/A
1	11-19-2010	Darrick Walker, David Liebowitz, Michael Muniz	N/A	N/A	N/A	N/A	$350	N/A	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Pleasanton	CA	N/A	N/A	N/A	2010-11-19	N/A	http://www.reuters.com/article/idUSN1917036320101119	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101119-Darrick-Walker-David-Liebowitz-Michael-Muniz	N/A
1	11-19-2010	Juan Cabanas	N/A	N/A	N/A	N/A	$192	$2	UBS Financial Services	Bank of America Merrill Lynch	San Diego	CA	N/A	N/A	N/A	2010-11-19	N/A	http://www.reuters.com/article/idUSN1917036320101119	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101119-Juan-Cabanas	N/A
1	11-19-2010	Michael Appelbaum	N/A	N/A	N/A	N/A	$450	$2	UBS Financial Services	Bank of America Merrill Lynch	New York	NY	N/A	N/A	N/A	2010-11-19	N/A	http://www.reuters.com/article/idUSN1917036320101119	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101119-Michael-Appelbaum	N/A
1	10-15-2010	Jerome Bookstein, Adam Bornstein	N/A	N/A	N/A	N/A	$170	N/A	UBS Financial Services	Bank of America Merrill Lynch	Bloomfield Hills	MI	N/A	N/A	N/A	2010-10-15	N/A	http://uk.reuters.com/article/idUKN1326092920101013	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101015-Jerome-Bookstein-Adam-Bornstein	N/A
1	10-01-2010	Louis Cappitelli	N/A	N/A	N/A	N/A	$110	$1	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	Juniper	FL	N/A	N/A	N/A	2010-10-01	N/A	http://online.wsj.com/article/BT-CO-20101001-706851.html	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101001-Louis-Cappitelli	N/A
1	10-01-2010	Christine Heim	N/A	N/A	N/A	N/A	$178	$1	Wells Fargo Advisors	Bank of America Merrill Lynch	Morristown	NJ	N/A	N/A	N/A	2010-10-01	N/A	http://online.wsj.com/article/BT-CO-20101001-706851.html	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101001-Christine-Heim	N/A
1	10-01-2010	Michael Lehman	N/A	N/A	N/A	N/A	$154	$1	Wells Fargo Advisors	Bank of America Merrill Lynch	Florham	NJ	N/A	N/A	N/A	2010-10-01	N/A	http://online.wsj.com/article/BT-CO-20101001-706851.html	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20101001-Michael-Lehman	N/A
1	05-04-2010	Rebecca Frazier	N/A	N/A	N/A	N/A	N/A	$1	Edward Jones	Bank of America Merrill Lynch	N/A	N/A	N/A	N/A	N/A	2010-05-04	N/A	http://www.investmentnews.com/article/20100504/FREE/100509962/-1/INDaily01	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20100504-Rebecca-Frazier	N/A
1	03-22-2010	Daniel Honan	N/A	N/A	N/A	N/A	$180	$1	Morgan Stanley Smith Barney	Bank of America Merrill Lynch	N/A	N/A	N/A	N/A	N/A	2010-03-22	Dow Jones	http://online.wsj.com/article/BT-CO-20100322-709931.html?mod=WSJ_latestheadlines	N/A	N/A	N/A	N/A	N/A	InvestmentNews	20100322-Daniel-Honan	N/A

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