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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
105-07-2013Nicholas T. Barlotta Jr., Daniel R. Cauley, Nicholas T. Barlotta IIIBarlotta Cauley Wealth Management GroupN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.DestinFLN/AN/AN/A2013-05-06N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Barlotta-Cauley-Wealth-Management-GroupN/A
105-07-2013Steven S. PhillipsN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.BirminghamALN/AN/AN/A2013-04-19N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Steven-S-PhillipsN/A
105-07-2013James P. Luttrell Jr., Matthew J. Dahlman, Thomas A. LuttrellLuttrell Financial GroupN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.DestinFLN/AN/AN/A2013-05-06N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Luttrell-Financial-GroupN/A
105-07-2013Paul BagnatoN/AN/AN/AN/A$165N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyMount KiscoNYN/AN/AN/A2013-05-03N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-05-07-Paul-BagnatoN/A
104-29-2013Leasha D. Flammio-WatsonN/AN/AN/AN/A$90N/AWells Fargo AdvisorsAmeriprise FinancialMelbourne FLN/AN/AN/A2013-03-01N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Leasha-D-Flammio-WatsonN/A
104-29-2013John J. Nelson, Jon T. NelsonN/AN/AN/AN/A$125N/AWells Fargo AdvisorsAmeriprise FinancialNorwalkCTN/AN/AN/A2013-04-12N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-John-J-Nelson-Jon-T-NelsonN/A
104-25-2013David H. RascoeN/AN/AN/AN/A$80N/AWells Fargo AdvisorsMorgan Stanley Smith BarneySan DiegoCAN/AN/AN/A2013-02-15N/AN/AN/AChristine Jockle914 225 6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-David-H-Rascoe N/A
104-16-2013Dennis AndersonN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.WoodstockILN/AN/AN/A2013-01-17N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Dennis-AndersonN/A
104-16-2013Ed MeyerN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.WheatonILN/AN/AN/A2013-02-11N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Ed-MeyerN/A
104-16-2013Allen Catalanotto, Scott E. Foreman, Mo ProvostyN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.MandevilleLAN/AN/AN/A2013-03-25N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Allen Catalanotto-Scott-Foreman-Mo-ProvostyN/A
104-16-2013Darryl Mierl, Patrick X. Garvin, James Dombrowski N/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.MandevilleLAN/AN/AN/A2013-03-25N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Darryl-Mierl-Patrick-Garvin-James-DombrowskiN/A
104-16-2013Peter Tampellini, Robert Rothhouse , Teresa Zipf N/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.Northfield NJN/AN/AN/A2013-04-10N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Robert-Rothhouse-Teresa-Zipf-Peter-TampelliniN/A
104-16-2013Brian Wiklund N/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.Kansas CityKSN/AN/AN/A2012-08-31N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-16-Brian-Wiklund N/A
104-16-2013L. Grant Ingram, Gary LibertyN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.Kansas CityKSN/AN/AN/A2012-08-31N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-16-Ingram-Gary-LibertyN/A
104-16-2013Christopher J. McGillN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.Wichita KSN/AN/AN/A2012-05-16N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-16-Christopher-McGillN/A
104-16-2013Brad PeaseN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.PortlandORN/AN/AN/A2012-05-08N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Brad-PeaseN/A
104-16-2013David ClaggettN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.La-Salle PeruILN/AN/AN/A2012-03-26N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-David-GlaggettN/A
104-16-2013Dan Lamacchia CFP, N/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.Columbus OHN/AN/AN/A2013-03-26N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Dan-LamacchiaN/A
104-08-2013William Seabrook, Kathleen ChiapponeN/AN/AN/AN/A$180N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyOrlandoFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-William-Seabrook-Kathleen-ChiapponeN/A
104-02-2013David Gordon, Kirsten GordonGordon Financial GroupN/AN/AN/A$300N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyRiverwoodsILN/AN/AN/A2013-03-28N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-02-Gordon-Financial-GroupN/A
103-18-2010Edward Sokolosky, Shane SullivanN/AN/AN/AN/A$50$1Wells Fargo AdvisorsA.G. Edwards & SonsHudsonNYN/AN/ARobert Lane2010-03-18N/AN/AN/AChris RadfordN/Acradford@vsrfs.comN/AUser-submitted20100318-Edward-Sokolosky-Shane-SullivanN/A
101-04-2010Paul BedingerN/AN/AN/AN/A$38N/AWells Fargo AdvisorsA.G. Edwards & SonsN/AN/AN/AN/AN/A2010-01-04shawn smithhttp://www.financialadvisorplacementservices.comN/Ashawn smithN/Afaplacementservices@comcast.netN/AUser-submitted20100104-Paul-BedingerN/A
108-21-2012John Lupi and AssociatesN/AN/AN/AN/A$101N/AWells Fargo AdvisorsAmeriprise FinancialColts NeckNJN/AN/AN/A2012-08-14N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120821-John-Lupi-and-AssociatesN/A
103-22-2012Ed HanksN/AN/AN/AN/A$134N/AWells Fargo AdvisorsAmeriprise FinancialGalaxVAN/AN/AN/A2012-01-20N/Ahttp://online.wsj.com/article/BT-CO-20100514-712207.html?mod=WSJ_World_MIDDLEHeadlinesEuropeN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Ed-HanksN/A
102-17-2012Aaron WolsonN/AN/AN/AN/A$52N/AWells Fargo AdvisorsAmeriprise FinancialMenlo ParkCAN/AN/AN/A2012-02-17N/AN/AN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120217-Aaron-WolsonN/A
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