| 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 | 10-31-2012 | Cheryl Young | N/A | N/A | N/A | N/A | $221 | $2 | Raymond James | Morgan Stanley Smith Barney | Los Gatos | CA | N/A | N/A | N/A | 2012-10-26 | N/A | N/A | N/A | Christine Jockle | 914 225-6827 | Christine.Jockle@morganstanley.com | N/A | User-submitted | 20121031-Cheryl-Young | N/A |
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