| 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 | 05-14-2013 | Gary Bouch | N/A | N/A | N/A | N/A | $57 | N/A | Ameriprise Financial | Waddell and Reed | Louisville | KY | N/A | N/A | N/A | 2013-04-22 | N/A | N/A | N/A | Roger Hoadley | 913-236-1993 | N/A | N/A | InvestmentNews | 2013-05-15-Gary-Bouch | N/A |
| 1 | 06-04-2010 | Middlebrook, Dryden, Carter & Associates | N/A | N/A | N/A | N/A | $150 | N/A | Ameriprise Financial | Insight Wealth Partners | N/A | N/A | N/A | N/A | N/A | 2010-06-04 | David S. Dryden, CFP, ChFC | http://www.insightwp.com/your-iwp-team.aspx | N/A | David S. Dryden, CFP, ChFC | N/A | david.dryden@insightwp.com | N/A | User-submitted | 20100604-Middlebrook-Dryden-Carter-Associates | N/A |
| 1 | 07-30-2012 | Anthony Thurlow | N/A | N/A | N/A | N/A | $55 | N/A | Ameriprise Financial | Investors Capital | Henderson | NV | N/A | N/A | N/A | 2012-07-11 | Financial Advisor Anthony Thurlow Joins Investors Capital Corp. | http://bit.ly/MPVxfQ | N/A | Peter Acciavatti | 7814774768 | pacciavatti@investorscapital.com | N/A | User-submitted | 20120730-Anthony-Thurlow | N/A |
| 1 | 02-02-2010 | Curtis Congdon | N/A | N/A | N/A | N/A | N/A | N/A | Ameriprise Financial | Lara Shull & May | N/A | N/A | N/A | N/A | N/A | 2010-02-02 | IN | http://www.investmentnews.com/article/20100202/FREE/100209923 | N/A | N/A | N/A | N/A | N/A | InvestmentNews | 20100202-Curtis-Congdon | N/A |
| 1 | 05-16-2011 | Robert Coloret, Mark Delmar | N/A | N/A | N/A | N/A | $107 | N/A | Ameriprise Financial | Morgan Stanley Smith Barney | Tampa | FL | N/A | N/A | N/A | 2011-05-16 | N/A | http://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Adding-to-the-Growing-Theme-of-Elite-Teams-Announcing-Independence-Natio-14210630/ | N/A | N/A | N/A | N/A | N/A | InvestmentNews | 20110516-Robert-Coloret-Mark-Delmar | N/A |
| 1 | 06-18-2010 | Matthew Agee | N/A | N/A | N/A | N/A | $34 | N/A | Ameriprise Financial | Summit Brokerage Services | N/A | N/A | N/A | N/A | N/A | 2010-06-18 | Summit Press Release | http://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-156786.php | N/A | Mindy Marble | N/A | mmarble@summitbrokerage.com | N/A | User-submitted | 20100618-Matthew-Agee | N/A |
Showing 1 to 6 of 6 entries
Page 1