| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 08-02-2012 | Matthew Dernis | N/A | N/A | N/A | N/A | $50 | $0 | Royal Alliance | Investacorp | Ft. Lauderdale | FL | N/A | N/A | N/A | 2012-07-31 | N/A | N/A | N/A | Brian Kovener | 786-350-1884 | bkovener@investacorp.com | N/A | User-submitted | 20120802-Matthew-Dernis | N/A |
| 1 | 09-10-2012 | Dan Chabott, Michael Ingenito, Terry Seely, Robert Kelly, Richard Darrow | N/A | N/A | N/A | N/A | $65 | $1 | Royal Alliance | Investors Capital | Northfield | MA | N/A | N/A | N/A | 2012-08-22 | N/A | N/A | N/A | Peter Acciavatti | 7814774768 | pacciavatti@investorscapital.com | N/A | User-submitted | 20120910-Dan-Chabott-Michael-Ingenito-Terry-Seely-Robert-Kelly-Ricahrd-Darrow | N/A |
| 1 | 09-07-2012 | Meg Green | N/A | N/A | N/A | N/A | $650 | $5 | Royal Alliance | Sterne Agee & Leach | Miami | FL | N/A | N/A | N/A | 2012-08-31 | Meg Green & Associates affiliates with Sterne Agee to support growth initiatives & enhance client services | http://www.marketwatch.com/story/meg-green-associates-affiliates-with-sterne-agee-to-support-growth-initiatives-enhance-client-services-2012-09-05 | N/A | Meg Green | 3059311400 | meg@meggreen.com | N/A | User-submitted | 20120907-Meg-Green | N/A |
| 1 | 08-19-2010 | Diana Plucienkowski | N/A | N/A | N/A | N/A | $50 | $0 | Royal Alliance | Summit Brokerage Services | Davie | FL | N/A | N/A | N/A | 2010-06-18 | Summit Press Release | http://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.html | N/A | Mindy Marble | N/A | mmarble@summitbrokerage.com | N/A | User-submitted | 20100819-Diana-Plucienkowski | N/A |
| 1 | 02-05-2013 | Jason Connolly, Taylor Manry, Doug Everett, Adam Wilson | N/A | N/A | N/A | N/A | $250 | $0 | Royal Alliance | Triad Advisors | Duluth | GA | N/A | N/A | N/A | 2013-02-04 | N/A | N/A | N/A | Nate Stibbs | 678-387-3010 | nate@triad-advisors.com | N/A | User-submitted | 2013-02-05-Jason-Connolly-Taylor-Manry-Doug-Everett-Adam-Wilson | N/A |
| 1 | 05-09-2012 | Reby Advisors | N/A | N/A | N/A | N/A | $310 | $3 | Royal Alliance | Triad Advisors | St. Petersburg | FL | N/A | N/A | N/A | 2012-05-08 | Nate Stibbs | N/A | N/A | Nate Stibbs | N/A | nate@triad-advisors.com | N/A | User-submitted | 20120509-Reby-Advisors | N/A |
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