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
105-01-2013Kenneth G. InghamIngham Retirement GroupN/AN/AN/A$1,500N/ASentinel Securities, Inc.LPL FinancialMiamiFLN/AN/AN/A2013-03-01N/AN/AN/ATony Vignieri858 909-6698tony.vignieri@lpl.comN/AInvestmentNews2013-05-01-Ingham-Retirement-GroupN/A
112-10-2012Tamar H. MogilskiN/AN/AN/AN/A$150N/AMetLife SecuritiesLPL FinancialRochesterNYN/AN/AN/A2012-08-09LPL Financial welcomes legacy financial planning to broker-dealer platform and private advisor group hybrid RIAhttp://finance.yahoo.com/news/lpl-financial-welcomes-legacy-financial-141500188.htmlN/ATom Muccia9738671382tom.muccia@privateadvisorgroup.comN/AUser-submitted20121210-Tamar-H-MogilskiN/A
111-13-2012Mark Cortazzo, Nicholas Spagnoletti Jr., Jay LaMalfa, Thomas MoyerMacro Consulting GroupN/AN/AN/A$650N/ASII InvestmentsLPL FinancialParsippanyNJN/AN/AN/A2012-11-08N/AN/AN/AMatthew Griffes206-402-5853mgriffes@haventower.comN/AUser-submitted20121113-Macro-Consulting-GroupN/A
111-13-2012Level Four GroupN/AN/AN/AN/A$1,000N/ALincoln FinancialLPL FinancialPlanoTXN/AN/AN/A2012-11-13N/AN/AN/AN/AN/AN/AN/AInvestmentNews20121113-Level-Four-GroupN/A
111-07-2012Mark Elston, Dave Quinn, Jim Elston, Tiffany Del SantoN/AN/AN/AN/A$185N/AWells Fargo AdvisorsLPL FinancialRenoNVN/AN/AN/A2012-10-15N/AN/AN/AN/AN/AN/AN/AInvestmentNews20121107-Mark-Elston-Dave-Quinn-Jim-Elston-Tiffany-Del-SantoN/A
110-24-2012Gerber Kawasaki Wealth & Investment ManagementN/AN/AN/AN/A$175N/ASagePoint FinancialLPL FinancialSanta MonicaCAN/AN/AN/A2012-10-22N/Ahttp://www.prnewswire.com/news-releases/lpl-financial-welcomes-gerber-kawasaki-wealth--investment-management-to-broker-dealer-and-hybrid-ria-platforms-175587671.htmlN/AMatthew Griffes206-402-5853mgriffes@haventower.comN/AUser-submitted20121024-Gerber-KawasakiN/A
110-17-2012Capstone Affluent StrategiesN/AN/AN/AN/A$450N/APrudential FinancialLPL FinancialNewport BeachCAN/AN/AN/A2012-10-17N/AN/AN/AGregg Dinino619-730-9623gregg@kcdpr.comN/AUser-submitted20121017-Capstone-Affluent-StrategiesN/A
112-01-2011Timothy McKenna, Brian L. Smith, Timothy J. McKenna Jr., Bryan LavermanN/AN/AN/AN/A$155$1ProequitiesLPL FinancialSherervilleINN/Ahttp://www.hfpllc.com/new/harvestfinancialplanning/N/A2011-12-01N/AN/AN/AChad Mast219-864-5050chad@hfpllc.comN/AUser-submitted20111201-Harvest-Financial-PlanningN/A
110-02-2012Washington Wealth ManagementN/AN/AN/AN/A$750N/ASpire Investment PartnersLPL FinancialSan DiegoCAN/AN/AN/A2012-10-02N/AN/AN/AJoseph Kuo(206) 420 385jkuo@haventower.com N/AInvestmentNews20121002-Washington-Wealth-ManagementN/A
108-14-2012DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteBridgeworth FinancialN/AN/AN/A$1,000N/ALincoln FinancialLPL FinancialBirminghamALN/AN/AN/A2012-08-14Bridgeworth Financialhttp://bridgeworthfinancial.com/a-letter-to-our-clients/N/AN/AN/AN/AN/AInvestmentNews20120814-DeLynn-Zell-Pete-McCarn-Jeris-Burns-David-LeCompteN/A
108-02-2012Advantage Financial GroupN/AN/AN/AN/A$2,000$11National PlanningLPL FinancialCedar RapidsIAN/AN/AN/A2012-08-02LPL Financial welcomes Advantage Financial Group to its platform http://www.prnewswire.com/news-releases/lpl-financial-welcomes-advantage-financial-group-to-its-platform-producer-group-brings-63-independent-advisors-and-client-assets-of-approximately-2-billion-164729956.htmlN/AN/AN/AN/AN/AInvestmentNews20120802-Advantage-Financial-GroupN/A
106-07-2012Ryan J. SchriftN/AN/AN/AN/A$15N/AMorgan KeeganLPL FinancialBelmontNCN/AN/AN/A2012-05-14Ryan SchriftN/AN/ARyan SchriftN/Aryan.schrift@lpl.comN/AUser-submitted20120607-Ryan-J-SchriftN/A
105-11-2012Erin BotsfordN/AN/AN/AN/A$560N/ADeWaay Financial NetworkLPL FinancialFriscoTXN/AN/AN/A2012-05-11N/Ahttp://www.investmentnews.com/article/20120511/FREE/120519983N/AN/AN/AN/AN/AInvestmentNews20120511-Erin-BotsfordN/A
104-21-2012Steven CrabreeN/AN/AN/AN/A$50N/ABank of America Merrill LynchLPL FinancialN/AN/AN/AN/AN/A2012-04-21Robert Laraiahttp://www.nstarwp.comN/ARobert Laraia, founding partenerN/Arlaraia@nstarwp.comN/AUser-submitted20120421-Steven-CrabreeN/A
104-18-2012Wealth Advisors of Tampa BayN/AN/AN/AN/A$100N/AFlorida Investment AdvisorsLPL FinancialTampa BayFLN/AN/AN/A2012-04-18N/Ahttp://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Financial-Advisory-Team-With-$350-Million-in-Client-Assets-Under-Mana-14279220/N/AN/AN/AN/AN/AInvestmentNews20120418-Wealth-Advisors-of-Tampa-BayN/A
103-12-2012Neal McNeil III, Robert L. Meyer, Ryan Clive-SmithN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyLPL FinancialLa JollaCAN/AN/AN/A2012-03-12N/Ahttp://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Adding-to-the-Growing-Theme-of-Elite-Teams-Announcing-Independence-Natio-14210630/N/AN/AN/AN/AN/AInvestmentNews20120312-Neal-McNeil-III-Robert-L-Meyer-Ryan-Clive-SmithN/A
101-25-2012John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezN/AN/AN/AN/A$200N/ALincoln FinancialLPL FinancialBraintreeMAN/AN/AN/A2012-01-25Reutershttp://www.reuters.com/article/2012/01/25/us-lpl-financial-idUSTRE80O1BR20120125N/AN/AN/AN/AN/AInvestmentNews20120125-John-Napolitano-George-Clarke-Thomas-Morrone-Michael-Alexander-Max-Kolbrenner-Gary-Oman-Timothy-McCarthy-Michael-VelazquezN/A
101-04-2012Christopher Hagen, Daniel SloanN/AN/AN/AN/A$180N/AMorgan KeeganLPL FinancialMontgomeryALN/AN/AN/A2012-01-04N/Ahttp://www.reuters.com/article/2011/12/23/onthemove-wrap-idUSN1E7BM02X20111223N/AN/AN/AN/AN/AInvestmentNews20120104-Christopher-Hagen-Daniel-SloanN/A
111-28-2011Anton BayerN/AN/AN/AN/A$115$1Securities AmericaLPL FinancialGranite BayCAN/AN/AN/A2011-11-28N/Ahttp://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118N/AN/AN/AN/AN/AInvestmentNews20111128-Anton-BayerN/A
111-28-2011Steven Jung, Timothy Lysaght, Patrick Lysaght,N/AN/AN/AN/A$185N/AMorgan KeeganLPL FinancialCincinattiOHN/AN/AN/A2011-11-28Reutershttp://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118N/AN/AN/AN/AN/AInvestmentNews20111128-Steven-Jung-Timothy-Lysaght-Patrick-LysaghtN/A
111-28-2011Gary DeeseN/AN/AN/AN/A$92N/AEdward JonesLPL FinancialLexingtonSCN/AN/AN/A2011-11-28N/Ahttp://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118N/AN/AN/AN/AN/AInvestmentNews20111128-Gary-DeeseN/A
109-28-2011George P. Fraser, Frederic W. Amberg, Troy W. HaugenN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyLPL FinancialSan DiegoCAN/AN/AN/A2011-09-28N/Ahttp://www.joinprospera.comN/AN/AN/AN/AN/AInvestmentNews20110928-George-P-Fraser-Frederic-W-Amberg-Troy-W-HaugenN/A
108-10-2011Bobby WhiteN/AN/AN/AN/AN/A$6Securities AmericaLPL FinancialBirminghamALN/AN/AN/A2011-08-10N/Ahttp://www.investmentnews.com/article/20110810/FREE/110819987N/AN/AN/AN/AN/AInvestmentNews20110810-Bobby-WhiteN/A
108-10-2011Donald PatrickN/AN/AN/AN/AN/A$10Securities AmericaLPL FinancialAtlantaGAN/AN/AN/A2011-08-10N/Ahttp://www.investmentnews.com/article/20110810/FREE/110819987N/AN/AN/AN/AN/AInvestmentNews20110810-Donald-PatrickN/A
110-14-2010Robert F. Halligan IIN/AN/AN/AN/A$115N/AMorgan Stanley Smith BarneyLPL FinancialLa MesaCAN/AN/AN/A2010-10-14N/Ahttp://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-137674.phpN/AN/AN/AN/AN/AInvestmentNews20101014-Robert-F-Halligan-IIN/A
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