| 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 | 11-06-2012 | Bryan Schon | N/A | N/A | N/A | N/A | $205 | $1 | Chase Investment Services | Morgan Stanley Smith Barney | Bloomfield Hills | MI | N/A | N/A | N/A | 2012-11-01 | N/A | N/A | N/A | Christine Jockle | 914-225-6827 | Christine.Jockle@morganstanley.com | N/A | User-submitted | 20121106-Bryan-Schon | N/A |
| 1 | 10-22-2012 | Timothy J. Mulroy | N/A | N/A | N/A | N/A | $175 | $1 | Morgan Stanley Smith Barney | UBS Financial Services | Atlanta | GA | N/A | N/A | N/A | 2012-10-19 | N/A | N/A | N/A | Robert Tamarkin | 678-441-1000 | Robert.tamarkin@ubs.com | N/A | User-submitted | 20121022-Timothy-Mulroy | N/A |
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