| 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 | 07-25-2012 | Robert Steingold, Geoffrey Orbach | N/A | N/A | N/A | N/A | $177 | $1 | Morgan Stanley Smith Barney | Bank of America Merrill Lynch | Troy | MI | N/A | N/A | N/A | 2012-06-15 | N/A | N/A | N/A | Matthew Card | 6174341388 | matthew.card@bankofamerica.com | N/A | User-submitted | 20120725-Robert-Steingold-Geoffrey-Orbach | N/A |
| 1 | 09-05-2012 | Scott Robinson, Christian Reuter | Robinson Reuter Group | N/A | N/A | N/A | $250 | $1 | Bank of America Merrill Lynch | RBC Wealth Management | La Jolla | CA | N/A | N/A | N/A | 2012-08-17 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | InvestmentNews | 20120905-Scott-Robinson-Christian-Reuter | N/A |
| 1 | 10-03-2012 | Peter Reinecke, Christine Cipolla, Timothy Marshall | N/A | N/A | N/A | N/A | $150 | $1 | LPL Financial | Saxony Securities | St. Louis | MO | N/A | N/A | N/A | 2012-09-10 | N/A | N/A | N/A | Kurt Palos | 3149639336 | kpalos@saxonysecurities.com | N/A | User-submitted | 20121003-Peter-Reinecke-Christine-Cipolla-Timothy-Marshall | N/A |
| 1 | 09-26-2012 | David Greenleigh, Brian Luts | N/A | N/A | N/A | N/A | $160 | $1 | Morgan Stanley Smith Barney | Wells Fargo Advisors | Bethesda | MD | N/A | N/A | N/A | 2012-09-25 | N/A | N/A | N/A | Peter Pappas | N/A | Peter@victoriakris.com | N/A | User-submitted | 20120926-David-Greenleigh-Brian-Luts | N/A |
Showing 1 to 4 of 4 entries
Page 1