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
104-16-2013Todd Havill N/AN/AN/AN/A$156N/AUBS Financial ServicesBank of America Merrill LynchWayneNJN/AN/AN/A2013-03-20N/AN/AN/ALauren Sambrotto646-743-0812l.sambrotto@bankofamerica.comN/AUser-submitted2013-04-16-Todd-HavillN/A
104-16-2013Jonathan GreerN/AN/AN/AN/A$262N/AMorgan Stanley Smith BarneyBank of America Merrill LynchN/AN/AN/AN/AN/A2013-04-05N/AN/AN/ALauren Sambrotto646-743-0812l.sambrotto@bankofamerica.comN/AUser-submitted2013-04-16-Jonathan-GreerN/A
104-16-2013Arthur Cahill, Stefen BenincasaN/AN/AN/AN/A$290N/AMorgan Stanley Smith BarneyBank of America Merrill LynchRed BankNJN/AN/AN/A2013-03-28N/AN/AN/ALauren Sambrotto646-743-0812l.sambrotto@bankofamerica.comN/AUser-submitted2013-04-16-Arhtur-Cahill-Stefen-BenincasaN/A
103-14-2013Brian MooreN/AN/AN/AN/A$113N/AMorgan Stanley Smith BarneyBank of America Merrill LynchRed BankNJN/AN/AN/A2013-02-27N/AN/AN/ALauren SambrottoN/Al.sambrotto@bankofamerica.comN/AUser-submitted2013-03-14-Brian-MooreN/A
103-14-2013Mark JohnsonN/AN/AN/AN/A$192N/AMorgan Stanley Smith BarneyBank of America Merrill LynchBloomingtonMNN/AN/AN/A2013-02-27N/AN/AN/ALauren SambrottoN/Al.sambrotto@bankofamerica.comN/AUser-submitted2013-03-14-Mark-JohnsonN/A
102-26-2013David Frank, John JudkinsN/AN/AN/AN/A$168N/AMorgan Stanley Smith BarneyBank of America Merrill LynchHunt ValleyMAN/AN/AN/AN/A2013-02-01N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-26-David-Frank-John-JudkinN/A
102-26-2013Edward Glenn, Pamela StaplesN/AN/AN/AN/A$300N/ARBC Wealth ManagementBank of America Merrill LynchAustinTXN/AN/AN/A2013-02-15N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-26-Edward-Glenn-Pamela-StaplesN/A
102-26-2013Mickey LittmannN/AN/AN/AN/A$151N/AMorgan Stanley Smith BarneyBank of America Merrill LynchNew YorkNYN/AN/AN/A2013-02-12N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-26-Micket-LittmannN/A
102-14-2013Quoc (Jon) PhamN/AN/AN/AN/A$82N/AMorgan Stanley Smith BarneyBank of America Merrill LynchSan Jose CAN/AN/AN/A2013-01-18N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-13-Quoc-Jon-PhamN/A
102-14-2013William TerrellN/AN/AN/AN/A$137N/AMorgan Stanley Smith BarneyBank of America Merrill LynchSan FranciscoCAN/AN/AN/A2013-01-11N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2103-02-13-William-TerrallN/A
102-14-2013Kevin RobertsonN/AN/AN/AN/A$588N/APiper JaffreyBank of America Merrill LynchPortlandORN/AN/AN/A2013-01-24N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-02-13-Kevin-RobertsonN/A
102-14-2013Stephanie GreerN/AN/AN/AN/A$189N/AWells Fargo AdvisorsBank of America Merrill LynchScottsdaleAZN/AN/AN/A2013-01-18N/AN/AN/ASusan AtranN/Asusan.atran@bankofamerica.comN/AUser-submitted2013-03-13-Stephanie-GreerN/A
112-17-2012Jason LloydN/AN/AN/AN/A$125$1Morgan Stanley Smith BarneyBank of America Merrill LynchVentura CoastCAN/AN/AN/A2012-11-30N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Jason-LloydN/A
112-17-2012Dan SandlinN/AN/AN/AN/A$151$1Morgan Stanley Smith BarneyBank of America Merrill LynchChicagoILN/AN/AN/A2012-11-09N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Dan-SandlinN/A
112-17-2012Christine ReillyN/AN/AN/AN/A$159$1Morgan Stanley Smith BarneyBank of America Merrill LynchFort LauderdaleFLN/AN/AN/A2012-11-15N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Christine-ReillyN/A
112-17-2012David VallieN/AN/AN/AN/A$160$1Morgan Stanley Smith BarneyBank of America Merrill LynchGrand BlancMIN/AN/AN/A2012-11-14N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-David-VallieN/A
112-17-2012Emory Ragsdale, Wade Myatt, Lynde JacksonN/AN/AN/AN/A$152$1RBC Wealth ManagementBank of America Merrill LynchCollege StationTXN/AN/AN/A2012-11-16N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Emory-Ragsdale-Wade-Myatt-Lynde-JacksonN/A
112-17-2012Craig WeinsteinN/AN/AN/AN/A$174$2Credit Suisse Wealth ServicesBank of America Merrill LynchDallasTXN/AN/AN/A2012-12-06N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Craig-WeinsteinN/A
110-22-2012Rebecca Rothstein & TeamN/AN/AN/AN/A$2,500N/AMorgan Stanley Smith BarneyBank of America Merrill LynchBeverly HillsCAN/AN/AN/A2012-10-19N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121022-Rebeccca-Rothstein-TeamN/A
108-27-2012Mark KeanN/AN/AN/AN/A$141$2UBS Financial ServicesBank of America Merrill LynchCaryNCN/AN/AN/A2012-08-03N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120827-Mark-KeanN/A
108-27-2012Lee Miller, Andrew PleatN/AN/AN/AN/A$183$1UBS Financial ServicesBank of America Merrill LynchSaratoga SpringsNYN/AN/AN/A2012-08-10N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120827-Lee-Miller-Andrew-PleatN/A
108-20-2012Westcott Jones, Scott Vogel Swenson Jones & AssociatesN/AN/AN/A$1,000N/AWells Fargo AdvisorsBank of America Merrill LynchWayzataMNN/AN/AN/A2012-08-03N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120820-Westcott-Jones-Scott-VogelN/A
108-08-2012Andrew Cappello, Christie Roberts N/AN/AN/AN/A$378$5Morgan Stanley Smith BarneyBank of America Merrill LynchTampaFLN/AN/AN/A2012-07-13N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120808-Andrew-Cappello-Christie-Roberts-N/A
107-31-2012Matt Celenza, Larry DiGioiaN/AN/AN/AN/A$790$4Barclays WealthBank of America Merrill LynchLos AngelesCAN/AN/AN/A2012-07-06N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AInvestmentNews20120731-Matt-Celenza-Larry-DiGioiaN/A
107-25-2012James McKenzie, Ricardo Quiros, Mauricio RubioN/AN/AN/AN/A$235$2Morgan Stanley Smith BarneyBank of America Merrill LynchWestonFLN/AN/AN/A2012-05-31N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AUser-submitted20120725-James-McKenzie-Ricardo-Quiros-Mauricio-RubioN/A
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