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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
104-25-2013Teresa M. Brokaw, Donald G. O'Neal, Trent J. O'NealO'Neal & Brokaw Private Retirement GroupN/AN/AN/A$193N/ABank of America Merrill LynchWells Fargo AdvisorsLynnwood WAN/AN/AN/A2013-04-12N/AN/AN/AErica Vanross314-875-4044erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-25-ONeal-Brokaw-Private-Retirement-GroupN/A
104-25-2013James P. Butler, James L. Butler, Neil ButlerButler Wealth ManagementN/AN/AN/A$356N/ABank of America Merrill LynchWells Fargo AdvisorsMercer IslandWAN/AN/AN/A2013-03-28N/AN/AN/AErica Vanross314-875-4044erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-25-Butler-Wealth-ManagementN/A
104-23-2013Richard Meadows, Paul Seifert, Micheal FettigThe Meadows, Seifert. Fettig GroupN/AN/AN/A$266N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsLakelandFLN/AN/AN/A2013-04-16N/AN/AN/AErica Vanross(314) 875-7832erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-23-Richard-Meadows-Paul-Seifert-Micheal-FettigN/A
104-23-2013Gary PollickN/AN/AN/AN/A$178N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsParamusNJN/AN/AN/A2013-04-18N/AN/AN/AErica Vanross(314) 875-7832erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-23-Gary-PollickN/A
104-23-2013Howard Mirvis, Larry HolmesThe Mirvis-Holmes GroupN/AN/AN/A$220N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsLuthervilleMDN/AN/AN/A2013-03-28N/AN/AN/AErica Vanross(314) 875-7832erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-23-Howard-Mirvis-Larry-HolmesN/A
104-23-2013Betty Schutte-BoxN/AN/AN/AN/A$112N/AEdward JonesWells Fargo AdvisorsRichmondVAN/AN/AN/A2013-03-21N/AN/AN/AErica Vanross(314) 875-7832erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-23-Betty-BoxN/A
104-22-2013Greg BauerN/AN/AN/AN/A$75N/ABank of America Merrill LynchWells Fargo AdvisorsWest NyackNYN/AN/AN/A2013-04-19N/AN/AN/APeter Pappas(516)-308-4817Peter@victoriakris.comN/AUser-submitted2013-04-23-Greg-BauerN/A
103-15-2013Cynthia M. Boyle, D. Jordan Josey, John N. BoyleN/AN/AN/AN/A$125N/ARaymond JamesWells Fargo AdvisorsLandrumSCN/AN/AN/A2013-02-15N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Cynthia-Boyle-Jordan-Josey-John-BoyleN/A
103-15-2013Sid Martin, Steve Clark, Wes KaufmanN/AN/AN/AN/A$689N/ABank of America Merrill LynchWells Fargo AdvisorsRichmondVAN/AN/AN/A2013-02-22N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Sid-Martin-Steve-Clark-Wes-KaufmanN/A
103-15-2013Evan Meltzer. Edward Hill, Philip MeltzerN/AN/AN/AN/A$400N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsKingstonNYN/AN/AN/A2013-03-05N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Evan-Meltzer-Edward-Hill-Philip-MeltzerN/A
103-15-2013Eric Whipple, Stephen CooperCooper GroupN/AN/AN/A$195N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsTroyMIN/AN/AN/A2013-03-08N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Eric-Whipple-Stephen-CooperN/A
103-15-2013Richard PowellN/AN/AN/AN/A$176N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsTroyMIN/AN/AN/A2013-02-15N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Richard-PowellN/A
103-15-2013Geoffrey Silver, Sybil Fields, Adena SmithFields, Silver, Smith GroupN/AN/AN/A$950N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsBeverly HillsCAN/AN/AN/A2013-02-15N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Geoffrey-Silver-Sybil-Fields-Adena-SmithN/A
103-15-2013Lisa KernN/AN/AN/AN/A$105N/ADavenportWells Fargo AdvisorsRichmondVAN/AN/AN/A2013-02-11N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-lisa-KernN/A
103-15-2013John DeLuca, John FabrisThe Alliance GroupN/AN/AN/A$245N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsGarden CityNYN/AN/AN/A2013-01-25N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-John-DeLuca-John-FabrisN/A
103-15-2013Lisa Turner, Micheal MurrowN/AN/AN/AN/A$108N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsSalemORN/AN/AN/A2013-01-18N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Lisa-Turner-Michael-MorrowN/A
103-15-2013Lawrence SchwartzN/AN/AN/AN/A$106N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsAlbuquerqueNMN/AN/AN/A2013-02-08N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Lawrence-SchwartzN/A
103-15-2013Paul Martin, Alfred Pasaoa, Michael RowlandThe Martin GroupN/AN/AN/A$267N/ABank of America Merrill LynchWells Fargo AdvisorsPleasontonCAN/AN/AN/A2013-01-11N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Paul-Martin-Alfred-Pasaoa-Michael-RowlandN/A
103-15-2013Tom Wozniak, Doug FreemanThe WS GroupN/AN/AN/A$211N/ABank of America Merrill LynchWells Fargo AdvisorsMissoulaMTN/AN/AN/A2013-01-03N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Tom-Wozniak-Doug-FreemanN/A
103-15-2013Melody FotiN/AN/AN/AN/A$124N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsNorthamptonMAN/AN/AN/A2013-01-14N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Meody FotiN/A
103-15-2013Robert McMannN/AN/AN/AN/A$163N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsLake MaryFLN/AN/AN/A2013-03-15N/AN/AN/AScott FlemingN/Ascott.fleming@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Robert-McMannN/A
111-16-2012Bradley GummowN/AN/AN/AN/A$100N/AStifel Nicolaus & Co.Wells Fargo AdvisorsChicagoILN/AN/AKevin Ortmeyer2012-10-25N/AN/AN/AErica Van Ross3148754404erica.vanross@wellsfargoadvisors.comN/AUser-submitted20121116-Bradley-GummowN/A
111-16-2012W. Howard HumphreyN/AN/AN/AN/A$101N/ABank of America Merrill LynchWells Fargo AdvisorsParkersburgWVN/AN/ACharles Capito2012-08-24N/AN/AN/AErica Van Ross3148754404erica.vanross@wellsfargoadvisors.comN/AUser-submitted20121116-W-Howard-HumphreyN/A
111-16-2012Robert Hart, Thomas Tonkovich The Hart Investment GroupN/AN/AN/A$107N/ARBC Wealth ManagementWells Fargo AdvisorsSpring LakeNJN/AN/AJohn Puzio2012-09-15N/AN/AN/AErica Van Ross3148754404erica.vanross@wellsfargoadvisors.comN/AUser-submitted20121116-The-Hart-Investment-GroupN/A
111-16-2012Rich CeffalioN/AN/AN/AN/A$165N/AUBS Financial ServicesWells Fargo AdvisorsArlington HeightsILN/AN/AGeorge Styskal2012-11-02N/AN/AN/AErica Van Ross3148754404erica.vanross@wellsfargoadvisors.comN/AUser-submitted20121116-Rich-CeffalioN/A
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