| 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 | 10-26-2011 | Harvey Kadden, Mihir Patel, Randy Knopp, Tim Baker, Chris Barber | N/A | N/A | N/A | N/A | $1,000 | $14 | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | N/A | N/A | N/A | N/A | N/A | 2011-10-26 | N/A | http://www.investmentnews.com/article/20111025/FREE/111029956 | N/A | N/A | N/A | N/A | N/A | InvestmentNews | 20111026-Harvey-Kadden-Mihir-Patel-Randy-Knopp-Tim-Baker-Chris-Barber | N/A |
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