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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
105-23-2013Michael L. DolleN/AN/AN/AN/A$160N/AWells Fargo AdvisorsBank of America Merrill LynchWinter ParkFLN/AN/AN/A2013-04-30N/AN/AN/ASusan Atran646-743-0791susan.atran@bankofamerica.comN/AUser-submitted2013-05-23-Michael-L-DolleN/A
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
105-07-2013James 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
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
104-29-2013Leasha D. Flammio-WatsonN/AN/AN/AN/A$90N/AWells Fargo AdvisorsAmeriprise FinancialMelbourne FLN/AN/AN/A2013-03-01N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Leasha-D-Flammio-WatsonN/A
104-25-2013Eric M. BehrN/AN/AN/AN/AN/AN/ADeutsche BankMorgan Stanley Smith BarneyBoca RatonFLN/AN/AN/A2013-04-18N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-Eric-M-BehrN/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
104-16-2013Betsy 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
104-08-2013William Seabrook, Kathleen ChiapponeN/AN/AN/AN/A$180N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyOrlandoFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-William-Seabrook-Kathleen-ChiapponeN/A
104-08-2013Gaston Abello, Felix JaimovichN/AN/AN/AN/A$165N/ABank of America Merrill LynchMorgan Stanley Smith BarneyAventuraFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Gaston-Abello-Felix-JaimovichN/A
104-03-2013Edward Rosenberg, Robert RosenbergN/AN/AN/AN/A$50N/AWaddell and ReedSummit Brokerage ServicesSarasotaFLN/AN/AN/A2013-03-25N/AN/AN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted2013-04-04-Edward-Rosenberg-Robert-Rosenberg
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
102-04-2011David Ferri, Michael McDonaldN/AN/AN/AN/A$60N/AJHS Capital AdvisorsAegis CapitalOrlandoFLN/AN/AN/A2011-02-04David Ferrihttp://www.aegiscap.com/upload/files/announcement-Kendal%20CM.pdfN/ADavid FerriN/Adferri@aegiscap.comN/AUser-submitted20110204-David-Ferri-Michael-McDonaldN/A
105-01-2012Terry TolbertN/AN/AN/AN/A$121N/ABank of America Merrill LynchAllen & Co. of FloridaVieraFLN/AN/AN/A2012-05-01Scott McHughhttp://www.prlog.org/10872138-summit-brokerage-services-welcomes-new-advisors.htmlN/AKeith AlbrittonN/Akeith@alleninvestments.comN/AUser-submitted20120501-Terry-TolbertN/A
104-10-2012Kevin Donoghue, James DonoghueN/AN/AN/AN/A$84N/ALincoln FinancialAmeriprise FinancialDunedinFLN/AN/AN/A2012-04-10N/Ahttp://www.investmentnews.com/article/20100524/FREE/100529960N/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120410-Kevin-Donoghue-James-DonoghueN/A
103-22-2012John LevitzN/AN/AN/AN/A$87N/AMorgan Stanley Smith BarneyAmeriprise FinancialPlantationFLN/AN/AN/A2012-02-03N/Ahttp://www.reuters.com/article/2011/05/17/us-ubs-idUSTRE74G6NU20110517N/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-John-LevitzN/A
111-01-2010Greg VandergriftN/AN/AN/AN/A$70N/ALPL FinancialAmeriprise FinancialOrlandoFLN/AN/AN/A2010-11-01N/Ahttp://www.reuters.com/article/idUSN0626795620100506N/AN/AN/AN/AN/AInvestmentNews20101101-Greg-VandergriftN/A
112-17-2012Christine ReillyN/AN/AN/AN/A$159$1Morgan Stanley Smith BarneyBank of America Merrill LynchFort LauderdaleFLN/AN/AN/A2012-11-15N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121217-Christine-ReillyN/A
108-08-2012Andrew Cappello, Christie Roberts N/AN/AN/AN/A$378$5Morgan Stanley Smith BarneyBank of America Merrill LynchTampaFLN/AN/AN/A2012-07-13N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120808-Andrew-Cappello-Christie-Roberts-N/A
107-25-2012James McKenzie, Ricardo Quiros, Mauricio RubioN/AN/AN/AN/A$235$2Morgan Stanley Smith BarneyBank of America Merrill LynchWestonFLN/AN/AN/A2012-05-31N/AN/AN/AMatthew Card6174341388matthew.card@bankofamerica.comN/AUser-submitted20120725-James-McKenzie-Ricardo-Quiros-Mauricio-RubioN/A
107-18-2011John Burns, William Liebowitz, Peter Krones, John ForgatchN/AN/AN/AN/A$277N/AUBS Financial ServicesBank of America Merrill LynchPalm BeachFLN/AN/AN/A2011-07-18N/Ahttp://www.investmentnews.com/article/20110718/FREE/110719942N/AN/AN/AN/AN/AInvestmentNews20110718-John-Burns-William-Liebowitz-Peter-Krones-John-ForgatchN/A
110-01-2010Louis CappitelliN/AN/AN/AN/A$110$1Morgan Stanley Smith BarneyBank of America Merrill LynchJuniperFLN/AN/AN/A2010-10-01N/Ahttp://online.wsj.com/article/BT-CO-20101001-706851.htmlN/AN/AN/AN/AN/AInvestmentNews20101001-Louis-CappitelliN/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
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
107-27-2012Luis AlegreN/AN/AN/AN/A$330N/ABernstein Global Wealth ManagementCapital Guardian Wealth ManagementMiamiFLN/AN/AN/A2012-07-17N/AN/AN/AChristine Ragan7047051881cragan@capitalguardianllc.comN/AUser-submitted20120727-Luis-AlegreN/A
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