| 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 | 08-20-2012 | Matthew Zaft, Connor McKinney | The Zaft McKinney Group | N/A | N/A | N/A | $219 | $2 | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | Washington | DC | N/A | N/A | Michael Maurer | 2012-08-01 | N/A | N/A | N/A | Christine Jockle | 914 225-6827 | Christine.Jockle@morganstanley.com | N/A | User-submitted | 20120820-Matthew-Zaft-Connor-McKinney | N/A |
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