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Gross annual production/Trailing-twelve months ($M)

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 Notes
105-08-2013Clay HoffmanN/AN/AN/AN/A$84$0Suntrust Investment ServicesSummit Brokerage ServicesBrunswickGAN/AN/AN/A2013-05-03N/AN/AN/AMindy Clapp561-338-2770mclapp@summitbrokerage.comN/AUser-submitted2013-05-08-Clay-HoffmanN/A
104-03-2013Edward Rosenberg, Robert RosenbergN/AN/AN/AN/A$50$0Waddell and ReedSummit Brokerage ServicesSarasotaFLN/AN/AN/A2013-03-25N/AN/AN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted2013-04-04-Edward-Rosenberg-Robert-Rosenberg
104-03-2013Jerome RepovzN/AN/AN/AN/A$55$0Securities AmericaSummit Brokerage ServicesBrightonMIN/AN/AN/A2012-12-10N/AN/AN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted2013-04-04-Jerome-RepovzN/A
110-30-2012Susan Pearlman, Gregory KennedyN/AN/AN/AN/A$60$0Raymond JamesSummit Brokerage ServicesHuntingtonNYN/AN/AN/A2012-07-20N/AN/AN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20121030-Susan-Pearlman-Gregory-KennedyN/A
106-29-2012James BaltzersenN/AN/AN/AN/A$51$0Edward JonesSummit Brokerage ServicesCrown PointINN/AN/AN/A2102-06-25Summit Press Releasehttp://www.summitbrokerage.com/gettoknowus/New%20Advisor%20Release%202nd%20quarter%202012_FINAL.pdfN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20120629-James-BaltzersenN/A
106-20-2012Manuel CasaresN/AN/AN/AN/A$50$0Wells Fargo AdvisorsSummit Brokerage ServicesVero BeachFLN/AN/AN/A2012-03-14Summit Press Releasehttp://www.summitbrokerage.com/gettoknowus/New%20Advisor%20Release%202nd%20quarter%202012_FINAL.pdfN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20120620-Manuel-CasaresN/A
102-03-2012Herbert Allen, IIIN/AN/AN/AN/A$100$0J.W. Cole FinancialSummit Brokerage ServicesN/AN/AN/AN/AN/A2012-01-23Summit Press Releasehttp://www.summitbrokerage.com/H.Allen Release_1.26.12.pdfN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20120203-Herbert-Allen-IIIN/A
110-03-2011Ian JamesN/AN/AN/AN/A$65$0Raymond JamesSummit Brokerage ServicesBaton RougeLAN/AN/AN/A2011-10-04Company Press Releasehttp://www.summitbrokerage.com/Press Release OCTOBER 2011.pdfN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20111003-Ian-JamesN/A
109-16-2011Michael FayedN/AN/AN/AN/A$93$0Capital Guardian Wealth ManagementSummit Brokerage ServicesBelmontNCN/AN/AN/A2011-09-09Summit Press Releasehttp://www.summitbrokerage.com/gettoknowus/M Fayed Release_9 12 11.pdfN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110916-Michael-FayedN/A
105-26-2011Melissa ProffittN/AN/AN/AN/A$50$0Commerce BrokerageSummit Brokerage ServicesN/AN/AN/AN/AN/A2011-05-26Summit Press Releasehttp://www.summitbrokerage.com/gettoknowus/New Advisor Release May 2011.pdfN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110526-Melissa-ProffittN/A
104-29-2011John Nicolosi, Carl NicolosiN/AN/AN/AN/A$100$0Commonwealth Financial NetworkSummit Brokerage ServicesN/AN/AN/AN/AN/A2011-04-11Summit Press Releasehttp://prlog.org/11461104N/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110429-John-Nicolosi-Carl-NicolosiN/A
104-15-2011Alison JankeN/AN/AN/AN/A$85$0Wells Fargo AdvisorsSummit Brokerage ServicesPort RicheyFLN/AN/AN/A2011-04-15N/Ahttp://www.summitbrokerage.com/gettoknowus/newadvisor1.htmlN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110415-Alison-JankeN/A
104-01-2011David FolinoN/AN/AN/AN/A$124$0First Global CapitalSummit Brokerage ServicesCamarilloCAN/AN/AN/A2011-04-01Summit Press Releasehttp://www.summitbrokerage.com/gettoknowus/newadvisor1.htmlN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110401-David-FolinoN/A
103-10-2011Antony DevassyN/AN/AN/AN/A$45$0QA3 Financial ServicesSummit Brokerage ServicesLockportILN/AN/AN/A2011-02-11Summit Press Releasehttp://prlog.org/11237982N/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110310-Antony-DevassyN/A
103-10-2011David O'Dell, Brian O'Dell, Michael ErbeckN/AN/AN/AN/A$88$0QA3 Financial ServicesSummit Brokerage ServicesShorewoodILN/AN/AN/A2011-02-11N/Ahttp://prlog.org/11237982N/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted20110310-David-O'Dell-Brian-O'Dell-Michael-ErbeckN/A
101-14-2011Kevin O'Malley, Ronald PhillipsN/AN/AN/AN/A$60$0Cadaret GrantSummit Brokerage ServicesBeverly HillsCAN/AN/ADavid Zimmerman2011-01-13N/AN/AN/APatti AstorN/APastor@summitbrokerage.comN/AUser-submitted20110114-Kevin-O'Malley-Ronald-PhillipsN/A
109-01-2010Michael SeguraN/AN/AN/AN/A$40$0Wells Fargo AdvisorsSummit Brokerage ServicesN/AN/AN/AN/AN/A2010-08-10Summit Press Releasehttp://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.htmlN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100901-Michael-SeguraN/A
108-19-2010Diana PlucienkowskiN/AN/AN/AN/A$50$0Royal AllianceSummit Brokerage ServicesDavieFLN/AN/AN/A2010-06-18Summit Press Releasehttp://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.htmlN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100819-Diana-PlucienkowskiN/A
108-19-2010William NevittN/AN/AN/AN/A$55$0UBS Financial ServicesSummit Brokerage ServicesBoca RatonFLN/AN/AN/A2010-07-30Summit Press Releasehttp://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.htmlN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100819-William-NevittN/A
106-30-2010Jon AlinN/AN/AN/AN/A$88$0Raymond JamesSummit Brokerage ServicesN/AN/AN/AN/AN/A2010-06-30Summit Press Releasehttp://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.htmlN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100630-Jon-AlinN/A
106-18-2010Matthew AgeeN/AN/AN/AN/A$34$0Ameriprise FinancialSummit Brokerage ServicesN/AN/AN/AN/AN/A2010-06-18Summit Press Releasehttp://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-156786.phpN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100618-Matthew-AgeeN/A
106-18-2010William SmallN/AN/AN/AN/A$25$0LPL FinancialSummit Brokerage ServicesN/AN/AN/AN/AN/A2010-06-18Summit Press Releasehttp://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-156786.phpN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100618-William-SmallN/A
105-11-2010D. Allen BlankenshipN/AN/AN/AN/A$18$0LPL FinancialSummit Brokerage ServicesKing of PrussiaPAN/AN/AN/A2010-05-11Summit Press ReleaseN/AN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100511-D-Allen-BlankenshipN/A
104-30-2010Douglas AlmeidaN/AN/AN/AN/A$50$0Wells Fargo AdvisorsSummit Brokerage ServicesHot Springs VillageAKN/AN/AGreg Strnadel2010-04-30Summit Press ReleaseN/AN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100430-Douglas-AlmeidaN/A
104-28-2010Richard WilsonN/AN/AN/AN/A$30$0Umpqua BankSummit Brokerage ServicesN/AN/AN/AN/AN/A2009-11-09Summit Press Releasehttp://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-123983.phpN/AMindy MarbleN/Ammarble@summitbrokerage.comN/AUser-submitted20100428-Richard-WilsonN/A
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