| 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 | 08-27-2012 | Mark Kean | N/A | N/A | N/A | N/A | $141 | $2 | UBS Financial Services | Bank of America Merrill Lynch | Cary | NC | N/A | N/A | N/A | 2012-08-03 | N/A | N/A | N/A | Matthew Card | 617.434.1388 | matthew.card@bankofamerica.com | N/A | User-submitted | 20120827-Mark-Kean | N/A |
| 1 | 10-31-2012 | Leon Ciobataru, Luiz Boruchowski | N/A | N/A | N/A | N/A | $210 | $2 | Wells Fargo Advisors | Morgan Stanley Smith Barney | Miami | FL | N/A | N/A | N/A | 2012-10-29 | N/A | N/A | N/A | Christine Jockle | 914 225-6827 | Christine.Jockle@morganstanley.com | N/A | User-submitted | 20121031-Leon-Ciobataru-Luiz-Boruchowski | N/A |
| 1 | 12-14-2012 | Sherri Stansbury, Carey Stansbury | N/A | N/A | N/A | N/A | $235 | $2 | Next Financial | Royal Alliance | Sylvania | OH | N/A | N/A | N/A | 2012-11-30 | N/A | N/A | N/A | Linda Malamut | 3107726533 | linda.malamut@aig.com | N/A | User-submitted | 20121214-Sherri-Stansbury-Carey-Stansbury | N/A |
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