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
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
104-16-2013Betsy Dickson , Dawn DicksonDickson Wealth Management TeamN/AN/AN/AN/AN/AUBS Financial ServicesBenjamin F. Edwards & Co.Melbourne FLN/AN/AN/A2013-02-11N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Betsy-Dickinson-Dawn-DickinsonN/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
104-16-2013Thomas MorrisonN/AN/AN/AN/AN/AN/AMorrison Financial Services Ltd.Benjamin F. Edwards & Co.WheatonILN/AN/AN/A2012-08-31N/AN/AN/AMagaret Welch314) 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-04-18-Thomas-MorrisonN/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
101-17-2012Charles BlatzN/AN/AN/AN/AN/AN/AWells 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/AN/AN/AWells 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/AN/AN/AWells 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/AN/AN/AWells 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/AN/AN/AWells 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
109-22-2011Malissa (Libby) Romack, Kathleen DuncanN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.Panama CityFLN/AN/AN/A2011-09-22N/Ahttp://www.marketwatch.com/story/benjamin-f-edwards-co-catches-its-next-growth-wave-in-panama-city-2011-09-19N/AN/AN/AN/AN/AInvestmentNews20110922-Malissa-Libby-Romack-Kathleen-DuncanN/A
107-26-2011Ward PettyN/AN/AN/AN/A$225N/AWells Fargo AdvisorsBenjamin F. Edwards & Co.N/AN/AN/AN/AN/A2011-07-26Benjamin F. Edwardshttp://www.benjaminfedwards.com/content/news/files/7-21-11%20FINAL%20Chat%20Press%20Release.pdfN/AWard PettyN/AWard.Petty@gmail.comN/AUser-submitted20110726-Ward-PettyN/A
111-16-2010Arnold H. Rozany, Anthony J. Falcone, Robert A. Schenck, Terry L. Rodrigues, Christopher P. KachurN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.DanburyCTN/AN/AN/A2010-11-16N/Ahttp://www.marketwire.com/press-release/Benjamin-F-Edwards-Co-Adds-Second-Office-in-Connecticut-1353207.htmN/AN/AN/AN/AN/AInvestmentNews20101116-Arnold-H-Rozany-Anthony-J-Falcone-Robert-A-Schenck-Terry-L-Rodrigues-Christopher-P-KachurN/A
107-12-2010Roland H. de Liniere, Marilyn C. Hedrick, Monnye Hedrick Furr, Richard R. Cardin, Susan K. Walker, Jennifer E. PierceN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.AtlantaGAN/AN/AN/A2010-07-12N/Ahttp://www.marketwire.com/press-release/New-Atlanta-Branch-Makes-Ten-for-Brokerage-Benjamin-F-Edwards-Co-1288310.htmN/AN/AN/AN/AN/AInvestmentNews20100712-Roland-H-de-Liniere-Marilyn-C-Hedrick-Monnye-Hedrick-Furr-Richard-R-Cardin-Susan-K-Walker-Jennifer-E-PierceN/A
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