| 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 | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 06-12-2013 | Theodore S. Coleman Sr., Theodore S. Coleman Jr. | N/A | N/A | N/A | N/A | $161 | $1 | UBS Financial | Morgan Stanley Smith Barney | Seattle | WA | N/A | N/A | N/A | 2013-06-07 | N/A | N/A | N/A | Christine Jockle | 914 225 6827 | Christine.Jockle@morganstanley.com | N/A | User-submitted | 2013-06-12-Theodore-Coleman-Sr-Theodore-Coleman-Jr | N/A |
| 1 | 12-17-2012 | Emory Ragsdale, Wade Myatt, Lynde Jackson | N/A | N/A | N/A | N/A | $152 | $1 | RBC Wealth Management | Bank of America Merrill Lynch | College Station | TX | N/A | N/A | N/A | 2012-11-16 | N/A | N/A | N/A | Matthew Card | 617.434.1388 | matthew.card@bankofamerica.com | N/A | User-submitted | 20121217-Emory-Ragsdale-Wade-Myatt-Lynde-Jackson | N/A |
| 1 | 07-18-2012 | Blane Hammer | N/A | N/A | N/A | N/A | $120 | $1 | UBS Financial Services | Morgan Stanley Smith Barney | Wayzata | MN | N/A | N/A | Peter Keller | 2012-07-03 | Morgan Stanley lands big broker teams from Merrill, UBS | http://www.reuters.com/article/2012/07/18/morgan-stanley-idUSL2E8IIDAM20120718 | N/A | N/A | N/A | N/A | N/A | InvestmentNews | 20120718-Blane-Hammer | N/A |
| 1 | 07-17-2012 | Tom Shoup | N/A | N/A | N/A | N/A | $300 | $1 | Raymond James | Morgan Stanley Smith Barney | Atlanta | GA | N/A | N/A | N/A | 2012-05-11 | Raymond James Press Center | http://raymondjames.com/advisorchoice/library/pr/120717.asp | N/A | Media Relations | N/A | media.relations@raymondjames.com | N/A | User-submitted | 20120717-Tom-Shoup | N/A |
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