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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
105-01-2012Terry 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
108-23-2012John CartolanoN/AN/AN/AN/A$200N/ALPL FinancialAmeriprise FinancialScottsdaleAZN/AN/AN/A2012-08-17N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120823-John-CartolanoN/A
108-21-2012John Lupi and AssociatesN/AN/AN/AN/A$101N/AWells Fargo AdvisorsAmeriprise FinancialColts NeckNJN/AN/AN/A2012-08-14N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120821-John-Lupi-and-AssociatesN/A
108-21-2012James Marchesi and AssociatesN/AN/AN/AN/A$115N/ALPL FinancialAmeriprise FinancialChesterNJN/AN/AN/A2012-08-17N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120821-James-Marchesi-and-AssociatesN/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
103-30-2012Charles HartN/AN/AN/AN/A$114N/AVSR Financial ServicesAmeriprise FinancialN/ACAN/AN/AN/A2012-03-30N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120330-Charles-HartN/A
103-22-2012David LoweN/AN/AN/AN/A$88N/ABank of America Merrill LynchAmeriprise FinancialMiamisburgOHN/AN/AN/A2012-03-09N/AN/AN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-David-LoweN/A
103-22-2012Keith SomersN/AN/AN/AN/A$51N/ALPL FinancialAmeriprise FinancialStratfordCTN/AN/AN/A2012-01-13N/AN/AN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Keith-SomersN/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
103-22-2012Michele ColarussoN/AN/AN/AN/A$65N/ALPL FinancialAmeriprise FinancialHopkintonMAN/AN/AN/A2012-03-16N/Ahttp://online.wsj.com/article/BT-CO-20100126-713497.htmlN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Michele-ColarussoN/A
103-22-2012Dan DijakN/AN/AN/AN/A$81N/ARaymond JamesAmeriprise FinancialSaginawMIN/AN/AN/A2012-02-02N/Ahttp://www.investmentnews.com/article/20100504/FREE/100509962/-1/INDaily01N/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Dan-DijakN/A
103-22-2012Mark BrellisN/AN/AN/AN/A$81N/AMorgan Stanley Smith BarneyAmeriprise FinancialMelvilleNYN/AN/AN/A2012-03-16N/Ahttp://www.marketwire.com/press-release/New-Atlanta-Branch-Makes-Ten-for-Brokerage-Benjamin-F-Edwards-Co-1288310.htmN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Mark-BrellisN/A
103-22-2012Robert Holland, Denise HollandN/AN/AN/AN/A$96N/ASummit Brokerage ServicesAmeriprise FinancialGrants PassORN/AN/AN/A2012-02-03N/Ahttp://online.wsj.com/article/BT-CO-20100804-712668.htmlN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Robert-Holland-Denise-HollandN/A
103-22-2012Ed HanksN/AN/AN/AN/A$134N/AWells Fargo AdvisorsAmeriprise FinancialGalaxVAN/AN/AN/A2012-01-20N/Ahttp://online.wsj.com/article/BT-CO-20100514-712207.html?mod=WSJ_World_MIDDLEHeadlinesEuropeN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Ed-HanksN/A
103-16-2012Doug Viellette, Dan DanotoN/AN/AN/AN/A$211N/AMorgan Stanley Smith BarneyAmeriprise FinancialHartfordCTN/AN/AN/A2012-03-16N/Ahttp://www.investmentnews.com/article/20100903/FREE/100909966N/AN/AN/AN/AN/AInvestmentNews20120316-Doug-Viellette-Dan-DanotoN/A
102-17-2012Aaron WolsonN/AN/AN/AN/A$52N/AWells Fargo AdvisorsAmeriprise FinancialMenlo ParkCAN/AN/AN/A2012-02-17N/AN/AN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120217-Aaron-WolsonN/A
102-17-2012Joseph O'KeefeN/AN/AN/AN/A$64N/AMorgan Stanley Smith BarneyAmeriprise FinancialN/AN/AN/AN/AN/A2012-02-17N/Ahttp://www.investmentnews.com/article/20100124/REG/301249974N/AN/AN/AN/AN/AInvestmentNews20120217-Joseph-O'KeefeN/A
102-13-2012Brian McCarrenN/AN/AN/AN/A$114N/AJanney Montgomery ScottAmeriprise FinancialBostonMAN/AN/AN/A2012-02-13N/Ahttp://www.aegiscap.comN/AN/AN/AN/AN/AInvestmentNews20120213-Brian-McCarrenN/A
102-03-2012Dong ChoiN/AN/AN/AN/A$55N/AMorgan Stanley Smith BarneyAmeriprise FinancialPortlandORN/AN/AN/A2012-02-03N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120203-Dong-ChoiN/A
101-13-2012David BoersigN/AN/AN/AN/AN/AN/AUBS Financial ServicesAmeriprise FinancialNew YorkNYN/AN/AN/A2012-01-13N/Ahttp://www.prnewswire.com/news-releases/hightower-announces-new-advisor-team-in-new-york-110963224.htmlN/AN/AN/AN/AN/AInvestmentNews20120113-David-BoersigN/A
111-17-2011Craig Russ, Robert FurciatoN/AN/AN/AN/A$83N/ABank of America Merrill LynchAmeriprise FinancialFlorham ParkNJN/AN/AN/A2011-11-14N/AN/AN/AN/AN/AN/AN/AInvestmentNews20111117-Craig-Russ-Robert-FurciatoN/A
110-22-2012Rebecca Rothstein & TeamN/AN/AN/AN/A$2,500N/AMorgan Stanley Smith BarneyBank of America Merrill LynchBeverly HillsCAN/AN/AN/A2012-10-19N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20121022-Rebeccca-Rothstein-TeamN/A
108-27-2012Mark KeanN/AN/AN/AN/A$141$2UBS Financial ServicesBank of America Merrill LynchCaryNCN/AN/AN/A2012-08-03N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120827-Mark-KeanN/A
108-27-2012Lee Miller, Andrew PleatN/AN/AN/AN/A$183$1UBS Financial ServicesBank of America Merrill LynchSaratoga SpringsNYN/AN/AN/A2012-08-10N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120827-Lee-Miller-Andrew-PleatN/A
108-20-2012Westcott Jones, Scott Vogel Swenson Jones & AssociatesN/AN/AN/A$1,000N/AWells Fargo AdvisorsBank of America Merrill LynchWayzataMNN/AN/AN/A2012-08-03N/AN/AN/AMatthew Card617.434.1388matthew.card@bankofamerica.comN/AUser-submitted20120820-Westcott-Jones-Scott-VogelN/A
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