| 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 | 07-23-2012 | Robert Gilson | N/A | N/A | N/A | N/A | $75 | $1 | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | Montecito | CA | N/A | N/A | Patrice Humbel | 2012-06-15 | Morgan Stanley hires veteran Merrill Lynch advisers | http://www.reuters.com/article/2012/07/23/morgan-stanley-idUSL2E8IJHO520120723 | N/A | N/A | N/A | N/A | N/A | InvestmentNews | 20120723-Robert-Gilson | N/A |
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