| 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 | 03-09-2012 | Joseph Wirbick, Michael Zimmerman, Patrick Cloonan | N/A | N/A | N/A | N/A | $100 | N/A | First Liberties Financial | J.W. Cole Financial | Lancaster | PA | N/A | N/A | N/A | 2012-03-09 | Mike Driskell | http://www.reuters.com/article/idUSN1921914520110119 | N/A | Mike Driskell | N/A | mike.driskell@jw-cole.com | N/A | User-submitted | 20120309-Joseph-Wirbick-Michael-Zimmerman-Patrick-Cloonan | N/A |
| 1 | 08-31-2011 | Peter Sagorski | N/A | N/A | N/A | N/A | $60 | N/A | LPL Financial | J.W. Cole Financial | Baltimore | MD | N/A | N/A | N/A | 2011-08-30 | J.W. Cole Financial | http://www.reuters.com/article/idUSN1917036320101119 | N/A | Mike Driskell | N/A | mike.driskell@jw-cole.com | N/A | User-submitted | 20110831-Peter-Sagorski | N/A |
| 1 | 04-20-2011 | Henry Livingston, Ryan McClelland | N/A | N/A | N/A | N/A | $50 | N/A | Securities America | J.W. Cole Financial | Baton Rouge | LA | N/A | N/A | N/A | 2011-04-20 | N/A | N/A | N/A | Mike Driskell | N/A | mike.driskell@jw-cole.com | N/A | User-submitted | 20110420-Henry-Livingston-Ryan-McClelland | N/A |
| 1 | 01-05-2011 | Beverly Pieper | N/A | N/A | N/A | N/A | $50 | N/A | Multi-Financial Securities | J.W. Cole Financial | Monkton | MD | N/A | N/A | N/A | 2011-01-05 | J.W. Cole Financial | http://www.jw-cole.com | N/A | Christine Baker | N/A | christine.baker@jw-cole.com | N/A | User-submitted | 20110105-Beverly-Pieper | N/A |
| 1 | 12-06-2010 | Kenneth Levin, Reina Schlager, Robert F. Schlager | N/A | N/A | N/A | N/A | $130 | $1 | Cambridge Investment Research | J.W. Cole Financial | Fort Myers | FL | N/A | N/A | N/A | 2010-12-06 | Christine Baker | http://www.jw-cole.com | N/A | Christine Baker | N/A | christine.baker@jw-cole.com | N/A | User-submitted | 20101206-Kenneth-Levin-Reina-Schlager-Robert-F-Schlager | N/A |
| 1 | 11-05-2010 | Lifetime Advisors Network | N/A | N/A | N/A | N/A | $120 | $1 | Woodbury Financial Services | J.W. Cole Financial | Vienna | IL | N/A | N/A | N/A | 2010-11-05 | N/A | N/A | N/A | R.J. Wood | N/A | rjwood@jw-cole.com | N/A | User-submitted | 20101105-Lifetime-Advisors-Network | N/A |
Showing 1 to 6 of 6 entries
Page 1