| 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 | 07-31-2012 | Matt Celenza, Larry DiGioia | N/A | N/A | N/A | N/A | $790 | $4 | Barclays Wealth | Bank of America Merrill Lynch | Los Angeles | CA | N/A | N/A | N/A | 2012-07-06 | N/A | N/A | N/A | Matthew Card | 6174341388 | matthew.card@bankofamerica.com | N/A | InvestmentNews | 20120731-Matt-Celenza-Larry-DiGioia | N/A |
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