| 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 | 10-17-2012 | Simone Gladstone, Lynn Cravinho | N/A | N/A | N/A | N/A | $80 | $1 | Morgan Stanley Smith Barney | Triad Advisors | New London | CT | N/A | N/A | N/A | 2012-10-17 | N/A | N/A | N/A | Simone Gladstone | 860-437-7600 | simone@compassrsp.com | N/A | User-submitted | 20121017-Simone-Gladstone-Lynn-Cravinho | N/A |
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