| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 09-10-2012 | Dan Chabott, Michael Ingenito, Terry Seely, Robert Kelly, Richard Darrow | N/A | N/A | N/A | N/A | $65 | $1 | Royal Alliance | Investors Capital | Northfield | MA | N/A | N/A | N/A | 2012-08-22 | N/A | N/A | N/A | Peter Acciavatti | 7814774768 | pacciavatti@investorscapital.com | N/A | User-submitted | 20120910-Dan-Chabott-Michael-Ingenito-Terry-Seely-Robert-Kelly-Ricahrd-Darrow | N/A |
| 1 | 08-20-2012 | Nancy K. Mellon | N/A | N/A | N/A | N/A | $65 | $1 | Morgan Stanley Smith Barney | Wells Fargo Advisors | Tampa | FL | N/A | N/A | Thomas Stuhlsatz | 2012-08-17 | N/A | N/A | N/A | Robert Kline | 4803219020 | robert@broker360.com | N/A | User-submitted | 20120820-Nancy-K-Mellon | N/A |
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