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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 Notes
111-19-2010Darrick Walker, David Liebowitz, Michael MunizN/AN/AN/AN/A$350$0Morgan Stanley Smith BarneyBank of America Merrill LynchPleasantonCAN/AN/AN/A2010-11-19N/Ahttp://www.reuters.com/article/idUSN1917036320101119N/AN/AN/AN/AN/AInvestmentNews20101119-Darrick-Walker-David-Liebowitz-Michael-MunizN/A
111-19-2010Juan CabanasN/AN/AN/AN/A$192$2UBS Financial ServicesBank of America Merrill LynchSan DiegoCAN/AN/AN/A2010-11-19N/Ahttp://www.reuters.com/article/idUSN1917036320101119N/AN/AN/AN/AN/AInvestmentNews20101119-Juan-CabanasN/A
111-19-2010Michael AppelbaumN/AN/AN/AN/A$450$2UBS Financial ServicesBank of America Merrill LynchNew YorkNYN/AN/AN/A2010-11-19N/Ahttp://www.reuters.com/article/idUSN1917036320101119N/AN/AN/AN/AN/AInvestmentNews20101119-Michael-AppelbaumN/A
110-15-2010Jerome Bookstein, Adam BornsteinN/AN/AN/AN/A$170$0UBS Financial ServicesBank of America Merrill LynchBloomfield HillsMIN/AN/AN/A2010-10-15N/Ahttp://uk.reuters.com/article/idUKN1326092920101013N/AN/AN/AN/AN/AInvestmentNews20101015-Jerome-Bookstein-Adam-BornsteinN/A
110-01-2010Louis CappitelliN/AN/AN/AN/A$110$1Morgan Stanley Smith BarneyBank of America Merrill LynchJuniperFLN/AN/AN/A2010-10-01N/Ahttp://online.wsj.com/article/BT-CO-20101001-706851.htmlN/AN/AN/AN/AN/AInvestmentNews20101001-Louis-CappitelliN/A
110-01-2010Christine HeimN/AN/AN/AN/A$178$1Wells Fargo AdvisorsBank of America Merrill LynchMorristownNJN/AN/AN/A2010-10-01N/Ahttp://online.wsj.com/article/BT-CO-20101001-706851.htmlN/AN/AN/AN/AN/AInvestmentNews20101001-Christine-HeimN/A
110-01-2010Michael LehmanN/AN/AN/AN/A$154$1Wells Fargo AdvisorsBank of America Merrill LynchFlorhamNJN/AN/AN/A2010-10-01N/Ahttp://online.wsj.com/article/BT-CO-20101001-706851.htmlN/AN/AN/AN/AN/AInvestmentNews20101001-Michael-LehmanN/A
105-04-2010Rebecca FrazierN/AN/AN/AN/A$0$1Edward JonesBank of America Merrill LynchN/AN/AN/AN/AN/A2010-05-04N/Ahttp://www.investmentnews.com/article/20100504/FREE/100509962/-1/INDaily01N/AN/AN/AN/AN/AInvestmentNews20100504-Rebecca-FrazierN/A
103-22-2010Daniel HonanN/AN/AN/AN/A$180$1Morgan Stanley Smith BarneyBank of America Merrill LynchN/AN/AN/AN/AN/A2010-03-22Dow Joneshttp://online.wsj.com/article/BT-CO-20100322-709931.html?mod=WSJ_latestheadlinesN/AN/AN/AN/AN/AInvestmentNews20100322-Daniel-HonanN/A
105-16-2012Darin LaubN/AN/AN/AN/A$0$0Morgan Stanley Smith BarneyBarclays WealthNew YorkNYN/AN/AN/A2012-05-16N/Ahttp://online.wsj.com/article/BT-CO-20100126-713497.htmlN/AN/AN/AN/AN/AInvestmentNews20120516-Darin-LaubN/A
105-16-2012Gannon McCafferyN/AN/AN/AN/A$0$0Deutsche BankBarclays WealthNew YorkNYN/AN/AN/A2012-05-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120516-Gannon-McCafferyN/A
105-16-2012Mark LeytonN/AN/AN/AN/A$0$0Deutsche BankBarclays WealthNew YorkNYN/AN/AN/A2012-05-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120516-Mark-LeytonN/A
105-16-2012Zach ShillingfordN/AN/AN/AN/A$0$0Deutsche BankBarclays WealthNew YorkNYN/AN/AN/A2012-05-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120516-Zach-ShillingfordN/A
104-04-2012Matthew Celenza, Larry DiGioiaN/AN/AN/AN/A$2,700$0Morgan Stanley Smith BarneyBarclays WealthLos AngelesCAN/AN/AN/A2012-04-04N/Ahttp://www.prnewswire.com/news-releases/barclays-hires-investment-representative-team-in-los-angeles-145766915.htmlN/AN/AN/AN/AN/AInvestmentNews20120404-Matthew-Celenza-Larry-DiGioiaN/A
101-14-2011William ClementsN/AN/AN/AN/A$850$0Bernstein Global Wealth ManagementBarclays WealthSan FranciscoCAN/AN/AN/A2011-01-14N/AN/AN/ADana LambN/Adlamb@consultantsperiod.comN/AUser-submitted20110114-William-ClementsN/A
112-13-2010James Egan, George Kolodka, Michael Reiser, Ria Hart, Jamie Weeks III, Hunter Hamm, Michael SchwartzN/AN/AN/AN/A$2,200$17Multiple (see profile)Barclays WealthN/AN/AN/AN/AN/A2010-12-13N/Ahttp://online.wsj.com/article/BT-CO-20101206-712190.htmlN/AN/AN/AN/AN/AInvestmentNews20101213-James-Egan-George-Kolodka-Michael-Reiser-Ria-Hart-Jamie-Weeks-III-Hunter-Hamm-Michael-SchwartzN/A
106-16-2010Don Milich, Clifford WangN/AN/AN/AN/A$750$1Morgan Stanley Smith BarneyBarclays WealthAtlantaGAN/AN/AN/A2010-06-16N/Ahttp://www.investmentnews.com/article/20100617/FREE/100619922N/AN/AN/AN/AN/AInvestmentNews20100616-Don-Milich-Clifford-WangN/A
106-06-2010Dana Jacobs, Alan VorwaldN/AN/AN/AN/A$1,700$0HSBC Private BankBarclays WealthBeverly HillsCAN/AN/AN/A2010-06-05N/Ahttp://www.fundfire.com/c/114240/10944/barclays_wealth_nabs_advisor_pairN/AN/AN/AN/AN/AInvestmentNews20100606-Dana-Jacobs-Alan-VorwaldN/A
104-21-2010Scott Zelnick, Patrick McBrien, Heidi GuldbrandsenN/AN/AN/AN/A$5,500$15Deutsche BankBarclays WealthN/AN/AN/AN/AN/A2010-04-20Reutershttp://www.reuters.com/article/idUSN1921999620100419?type=marketsNewsN/AN/AN/AN/AN/AInvestmentNews20100421-Scott-Zelnick-Patrick-McBrien-Heidi-GuldbrandsenN/A
102-24-2010Preston McSwain & TeamN/AN/AN/AN/A$1,000$0Neuberger BermanBarclays WealthN/AN/AN/AN/AN/A2010-02-24INhttp://www.investmentnews.com/article/20100224/FREE/100229951N/AN/AN/AN/AN/AInvestmentNews20100224-Preston-McSwain-TeamN/A
101-17-2012Charles BlatzN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Red BankNJN/AN/AN/A2012-01-17N/Ahttp://www.marketwatch.com/story/benjamin-f-edwards-co-branches-in-red-bank-nj-and-panama-city-fla-each-add-an-advisor-2012-01-17N/AN/AN/AN/AN/AInvestmentNews20120117-Charles-BlatzN/A
101-17-2012John HarrisN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.Panama CityFLN/AN/AN/A2012-01-17N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120117-John-HarrisN/A
101-16-2012Quinten E. (Bret) Spivey, Janet M. Bone, Troy D. Cox, R. Todd Stone, Jeffrey J. Luechtefeld, Brent A. WilhelmN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.O?FallonILN/AN/AN/A2012-01-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120116-Quinten-E-Bret-Spivey-Janet-M-Bone-Troy-D-Cox-R-Todd-Stone-Jeffrey-J-Luechtefeld-Brent-A-WilhelmN/A
111-21-2011Chad A. SteinbachN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.LaSalle-PeruILN/AN/AN/A2011-11-21N/AN/AN/AN/AN/AN/AN/AInvestmentNews20111121-Chad-A-SteinbachN/A
110-28-2011Peter FerranteN/AN/AN/AN/A$0$0Wells Fargo AdvisorsBenjamin F. Edwards & Co.MentorOHN/AN/AN/A2011-10-28N/Ahttp://www.marketwatch.com/story/benjamin-f-edwards-co-cleveland-area-office-adds-veteran-financial-consultant-2011-10-28N/AN/AN/AN/AN/AInvestmentNews20111028-Peter-FerranteN/A
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