REGISTERED REPRESENTATIVE CONTACT INFORMATION (Alphabetic by Area)
|
|
- Cora Douglas
- 6 years ago
- Views:
Transcription
1 REGISTERED REPRESENTATIVE CONTACT INFORMATION (Alphabetic by Area) Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) ING Life Insurance and Annuity Company. Securities are distributed by Voya Financial Partners (member SIPC), One Orange Way, Windsor, CT Securities may also be distributed through other broker-dealers with which Voya Financial Advisors, LLC has selling agreements. *Registered Representatives of and securities offered through Voya Financial Advisors, member SIPC. **Securities and investment advisory services offered through Voya Financial Advisors, member SIPC Securities may also be offered by Registered Representatives of third-party broker-dealers. Such third-party broker/dealers not affiliated with the Voya family of companies. The following entities are independent firms and not a corporate affiliate of the Voya family of companies: Lincoln Investment Planning, American Portfolios, SagePoint Financial, Walnut Street Securities, Inc., Cambridge Investment Research, and Investacorp LONG ISLAND/ WESTCHESTER/ ROCKLAND COUNTY NY Toll-free Anthony Amalfitano, ChFC, CLU** T. Ben Balkaran, CFP ** Michael Bonamarte* 145 Bedford Road, Suite 102 Armonk, NY Nicholas Borkowski ** Sherry Cesare** Stephan Coles, ChFC, CLU, CEBS** anthony.amalfitano@voyafa.com benbalkaran@voyafa.com michael.bonamarte@voyafa.com nicholas.borkowski@voyafa.com sherry.cesare@voyafa.com stephan.coles@voyafa.com James Davis, CFP ** james.davis@voyafa.com Rod Dayton** rod.dayton@voyafa.com Stephen Grande, CRPC** Stephen.grande@voyafa.com
2 Timothy Hudson MBA, CFP ** 145 Bedford Road, Suite 102 Armonk, NY Anthony Izzo & Associates Anthony Izzo & Assoc. is not a subsidiary nor controlled by Voya Financial Advisors, Inc timothy.hudson@voyafa.com Alex Cañas, CFP, ChFC** Christopher Deo** Anthony Izzo** James Scheidel, Jr.** alex.canas@voyafa.com christopher.deo@voyafa.com anthony.izzo@voyafa.com jscheidel@voyafa.com Salvatore LaRocca, CLU** Steven Lasky CLU, ChFC, CFP ** 45 Knollwood Road, Suite 204 Thurman Ransom, Jr.** 45 Knollwood Road, Suite 204 Dylan Roche** 45 Knollwood Road, Suite 204 Robert Stein ChFC, CFS, CLTC** 45 Knollwood Road, Suite 204 Christopher Tortora** sal.larocca@voyafa.com steven.lasky@voyafa.com thurman.ransom@voyafa.com Dylan.roche@voyafa.com robert.stein1@voyafa.com christopher.tortora@voyafa.com
3 WESTERN NY, ROCHESTER & SOUTHERN TIER NY Adrienne Cavallaro, MBA** 6225 Sheridan Drive, Suite Alaimo Drive Rochester, NY George Dougherty, CIMA ** 6225 Sheridan Drive, Suite 212 Pamela Hintermeier-Abati* 43 Sussex Lane Lancaster, NY Brian Kalnitz, LUTCF* 6225 Sheridan Drive, Suite 212 Kevin Miller, CLU, ChFC ** 744 Curtis Court Lewiston, NY Michael Ragusa* 6225 Sheridan Drive, Suite 212 Andrew Shull, CRPC ** 6225 Sheridan Drive, Suite 212 Gary Witten, CFP, ChFC ** 6225 Sheridan Drive, Suite 212 Matthew Witten** 6225 Sheridan Drive, Suite 212 Toll-free
4 CAPITAL REGION/ CENTRAL NY Harvey Bowks* Registered representative of Walnut Street Securities, Inc., Tesson Ferry Road, St. Louis, MO Walnut Street Securities, Inc. is not a subsidiary of nor controlled by 22 Century Hill Drive, Suite Corporate Woods 4 th Floor Loudonville, NY ext hbowks@benefitplanningservice.com Richard Capullo* Registered representative of Walnut Street Securities, Inc., Tesson Ferry Road, St. Louis, MO Walnut Street Securities, Inc. is not a subsidiary of nor controlled by 18 Corporate Woods 4 th Floor Loudonville, NY ext rcapullo@benefitplanningservice.com Helen Chambers* 4500 Pewter Lane Bldg 5 Kimberly Contelmo** 3 Neptune Rd, Suite A18D Poughkeepsie, NY Thomas Crowley, Jr.** PO Box 2354 Irene DeGrace** PO Box 2354 Thomas DiNapoli, Jr.** Stephen Donella, Jr.** 4500 Pewter Lane Bldg 5 Stephen Donella, Sr.** 4500 Pewter Lane Bldg 5 Adrian Dunuwila* Registered representative of Lincoln Investment Planning, 218 Glenside Avenue, Wyncote, PA Lincoln Investment Planning is not affiliated with any Voya entity Brendan Dunuwila**. Eileen Emerson** 7000 E. Genesee St; Bldg A 6881 E. Genesee St Fayetteville, NY E. Genesee St Gregory Gosier** PO Box 2354 Robert Laferriere* 22 Century Hill Drive, Ste helen.chambers@voyafa.com kimberly.contelmo@voyafa.com tcrowley@voyafa.com idegrace@voyafa.com tdinapoli@voyafa.com stephen.donellajr@voyafa.com stephen.donella@voyafa.com rdunuwila@lincolninvestment.com Bdunuwila@voyafa.com eileen.emerson@voyafa.com ggosier@voyafa.com Robert.laferriere@voyafa.com
5 Stephane F. Lasher** Richard Ludington** Adam Miller** John Parise** 285 Genesee Street Utica, NY Neptune Rd, Suite A18D Poughkeepsie, NY Robert Sylvester* 4500 Pewter Lane Bldg 5 Sean Sylvester** 4500 Pewter Lane Bldg 5 Courtenay A. Tresco** 4500 Pewter Lane Bldg 5 David Williams** 22 Century Hill Drive; Ste 101 Christopher Yates* 8 Newman Street Gloversville, NY slasher@voyafa.com rludington@voyafa.com adam.miller@voyafa.com john.parise@voyafa.com robert.sylvester@voyafa.com Sean.sylvester@voyafa.com courtenay.tresco@voyafa.com david.williams@voyafa.com cyates@voyafa.com
Josef Abelow Richard S. Doeringer, CLU, ChFC Samuel B. Baltimore Brian Dougher Bradford K. Bittner, LUTCF Michael J. Dougherty, CLU, ChFC
Josef Abelow 220 Penn Ave Suite 100 jabelow@ft.newyorklife.com Samuel B. Baltimore Eastern Life and Investment Services 613 Baltimore Drive Wilkes Barre, PA 18702-7980 Phone: (570) 270-2663, Fax:(570)
More informationTaxable Fixed Income Leadership Team
PNC Capital Advisors LLC PNC Harbor Place One East Pratt Street Fifth Floor - East Baltimore, MD 21202 410-237-5683 www.pnccapitaladvisors.com Form ADV Part 2B March 16, 2018 Taxable Fixed Income Leadership
More informationSpringfield Office 910 E. St. Louis St., Suite 200 P.O. Box 2202 Springfield MO,
October 1, 2013 Springfield Office 910 E. St. Louis St., Suite 200 P.O. Box 2202 Springfield MO, 65801-2202 www.bkdwa.com Advisors presented in this supplement: Rhonda Christopher Michael Blumreich Leia
More informationAuthorized Investment Providers
American Century Services, LLC. ASPire Financial Services AXA Equitable Life Insurance Company Fidelity Investments Great American-Annuity Investors Life 1-800-345-3533 N/A (no load products) 866-634-5873
More informationList of Approved ORP/TSA Companies & Agents. Retirement & Investments
List of Approved ORP/TSA Companies & Agents Retirement & Investments Supplementing Your Retirement The Supplemental Retirement Program (SRP) is a voluntary 403(b) plan also offered by the ORP vendors.
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationSagemark Consulting Private Wealth Services
Sagemark Consulting Private Wealth Services Private Wealth Services James Westermeyer Private Wealth Advisor James Westermeyer is supported in his office by a staff with years of experience helping clients
More informationHuffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies
Huffman - Weber Group at Morgan Stanley Smith Barney Success on your Terms Personalized Financial Strategies 700 Corporate Park Drive Suite 500, Clayton, MO 63105 314-889-9802 / MAIN 866-646-4644 / TOLL-FREE
More informationInvestment Management Disclosure FY Does the institution employ outside investment advisors or managers and, if so, who are they?
Investment Management Disclosure FY 2018 1. Does the institution employ outside investment advisors or managers and, if so, who are they? Yes Investment Consultant: Fund Evaluation Group, LLC 201 East
More informationMaryland Judicial Council 2015
Maryland Judicial Council 2015 Honorable Mary Ellen Barbera, Chair Chief Judge, Court of Appeals Judicial Center 50 Maryland Avenue Rockville, MD 20850 Phone: (240) 777-9320 mary.ellen.barbera@mdcourts.gov
More informationGRAY EQUITY MANAGEMENT LLC 150 ROYALL STREET, SUITE 102 CANTON, MA (781) (781)
GRAY EQUITY MANAGEMENT LLC 150 ROYALL STREET, SUITE 102 CANTON, MA 02021 (781) 407-0303 www.grayequitymanagement.com This brochure provides information about Daniel Romano, Paul Gerry, Jr., James Branch
More informationThe Rast Group at Morgan Stanley Smith Barney. Principle Driven Wealth Management
The Rast Group at Morgan Stanley Smith Barney Principle Driven Wealth Management 1501 Main Street Suite 715, Columbia, SC 29201 803-251-3300 / MAIN 800-786-7866 / TOLL-FREE www.therastgroup.com ben.rast@mssb.com
More informationSean E. Savage Financial Advisor
Financial Advisor Sean Savage is an independent investment advisor providing wealth advisory services to individuals and retirement/benefit plan services to corporations. Objective advice Client centered
More informationThe Compass Group at Morgan Stanley Smith Barney. Naples and Marco Island Florida
The Compass Group at Morgan Stanley Smith Barney Naples and Marco Island Florida 8889 Pelican Bay Blvd. Suite 300, NAPLES, FL 34108 239-449-7859 / MAIN 800-237-8686 / TOLL-FREE 239-449-7850 / FAX http://fa.morganstanleyindividual.com/carusozapalski/
More informationThe Kaser Mechling Group at Morgan Stanley Smith Barney
The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka
More informationThe Fernandez, Hipple and Feranec Group at Morgan Stanley
The Fernandez, Hipple and Feranec Group at Morgan Stanley 2330 West Joppa Road Suite 255, Lutherville, MD 21093 410-494-1859 / MAIN 443-281-5545 / FAX www.morganstanleyfa.com/ fernandezhippleferanecgroup
More informationThe Nolan Group at Morgan Stanley Smith Barney
The Nolan Group at Morgan Stanley Smith Barney 125 High St., Floor 24 Boston, MA 02110 617-478-6403 / MAIN 617-249-0308 / FAX http://fa.morganstanleyindividual.c om/thenolangroup/ leonard.nolan@mssb.com
More informationINDIAN RIVER ESTATE PLANNING COUNCIL MEMBERSHIP DIRECTORY AS OF 1/10/2018
Kerry A. Bartlett R Visiting Nurse Association CFRE, MBA 772-978-5580 kbartlett@vnatc.com 111035th Lane & Hospice Foundation Kathryn Barton R Offutt, Barton, Schlitt LLC CPA, CFP 772-231-2100 Kathryn@offuttcpa.com
More informationForm ADV Part 2B. Brochure Supplement. James B. Lebenthal. 521 Fifth Ave., 15 th Floor. New York, NY
Form ADV Part 2B Brochure Supplement Alexandra Lebenthal 212 490 1682 James B. Lebenthal 212 490 1947 Michelle M. Smith 212 697 3689 John B. Carey 212 490 1970 Gregory W. Serbe 212 697 3659 Corinne Smith
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 Penn Plaza 43rd Floor, New York, NY 10119 212-643-5781 / Main 800-223-4565 / Toll-Free 212-714-2546 / fax www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationTAHOMA SCHOOL DISTRICT # 409
The following investment providers are available for remittance of salary reduction contributions and transfers under the 403(b) Plan: AMERIPRISE FINANCIAL SERVICES AGP WEALTH ADVISORS ALAN BLINN, CFP
More information2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC
The Gross Turner Beaumont Group at Morgan Stanley Smith Barney Stephen Gross, Senior Vice President and Financial Advisor David Turner III, Senior Vice President and Financial Advisor Rick Beaumont, CFP,
More informationThe Heritage Group at Morgan Stanley
The Heritage Group at Morgan Stanley 225 East Lemon St Suite 100, Lakeland, FL 33801 863-687-6211 / MAIN 800-654-0081 / TOLL-FREE 863-683-7541 / FAX http://www.morganstanleyfa.com/ heritage/ Wade.L.Harvey@morganstanley.com
More informationThe Apollo Group at Morgan Stanley
The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The
More informationBRONFMAN E.L. ROTHSCHILD, L.P. Part 2B Brochure Supplement
BRONFMAN E.L. ROTHSCHILD, L.P. Part 2B Brochure Supplement Corporate Office: One Preserve Parkway Suite 610 Rockville, MD 20852 www.belr.com September 8, 2017 This Brochure Supplement provides information
More informationThe Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey
The Beacon Group at Morgan Stanley Smith Barney A guiding light for your financial journey 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/
More informationBEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA SOUTHERN CALIFORNIA EDISON COMPANY S (U338-E) NOTICE OF EX PARTE COMMUNICATION
BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U 338-E) to Establish the Wildfire Expense Memorandum Account Application 18-04-001
More informationSWEETWATER HOSPITAL VS BRENT MARK BEAVERS CAPITAL ONE BANK VS ROBERT R BLEDSOE C & F FINANCE COMPANY VS KENNETH BRADSHAW (ET AL.) 61GS CV-290
Date: 3/2/2009 4:13 pm Meigs County General Sessions Court - P. O. Box 205 Decatur, TN 37322 Page 1 of 11 User: brandi Civil Court Docket Sorted By: Hearing Date/Time-Party Selected By: 03/03/2009 9:00AM
More informationThe Walker/Morse Group at Morgan Stanley Smith Barney
6 Our Approach 8 For Life s Most Important Goals 10 A Culture of Excellence The Walker/Morse Group at Morgan Stanley Smith Barney Wealth management for discerning clients 58 South Service Road Suite 400,
More informationBROCHURE SUPPLEMENTS (ADV PART 2B)
BROCHURE SUPPLEMENTS 2018470 1 BROCHURE SUPPLEMENT BRADFORD A. EVANS This brochure supplement provides information about Bradford A. Evans that supplements the Heartland Advisors, Inc. Brochure (ADV Part
More informationThe MCM Group at Morgan Stanley Smith Barney. Private Wealth Management
The MCM Group at Morgan Stanley Smith Barney Private Wealth Management 10 Madison Ave 1st Floor, P.O. Box 1908, Morristown, NJ 07962 800-524-2423 / MAIN 973-993-5276 / FAX fa.smithbarney.com/themcmgroupsb
More informationThe Tribeca Group at Morgan Stanley Smith Barney
The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin
More informationThe Greenspan Group at Morgan Stanley Smith Barney
The Greenspan Group at Morgan Stanley Smith Barney 7500 Old Georgetown Road 10th Floor, Bethesda, Maryland 20814 301-961-2640 / Main 800-745-4503 x2640 / Toll-Free 240-235-4448 / fax ira.greenspan@mssb.com
More informationFILED: NEW YORK COUNTY CLERK 07/14/ :04 PM INDEX NO /2014 NYSCEF DOC. NO. 442 RECEIVED NYSCEF: 07/14/2015. Exhibit 4
FILED: NEW YORK COUNTY CLERK 07// 05:04 PM INDEX NO. 658/ NYSCEF DOC. NO. 44 RECEIVED NYSCEF: 07// Exhibit 4 4 4 5 7 9 SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF NEW YORK - CIVIL TERM -PART NUMBER
More informationThe Livesay Balzano Group at Morgan Stanley
at Morgan Stanley Welcome Morgan Stanley serves many of the world s most sophisticated investors, and our firm is one of the nation s leading firms to help clients with their personal wealth. As your Financial
More informationThe Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish
The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, NC 27612 855-830-0665 / TOLL-FREE 919-785-7163 / MAIN 919-882-1212 / FAX
More informationThe Garemani Group at Morgan Stanley Smith Barney
The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani
More informationThe Caiazzo Mento Group at Morgan Stanley
The Caiazzo Mento Group at Morgan Stanley 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7923 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX www.morganstanleyfa.com/caiazzomentogroup rick.caiazzo@morganstanley.com
More informationOutside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m.
Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m. Outside business activities (OBAs) and private securities transactions (PSTs) are
More informationCarillon Consulting Group. Private Wealth
Carillon Consulting Group Private Wealth RBC Wealth Management, a division of RBC Capital Market, LLC. Member NYSE/FINRA/SIPC. M i s s i o n S t a t e m e n t Carillon Consulting Group s mission is to
More informationThe Park Bay Group at Morgan Stanley Smith Barney
The Park Bay Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. 2/MORGAN STANLEY SMITH BARNEY Our Mission Through
More informationProvider Executive Panel & Payer Perspectives on the Affordable Care Act
The Healthcare Financial Management Association of Western New York is pleased to present the following education session: Provider Executive Panel & Payer Perspectives on the Affordable Care Act 3.0 Hours
More informationBEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA SOUTHERN CALIFORNIA EDISON COMPANY S (U338-E) NOTICE OF EX PARTE COMMUNICATION
BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U 338-E) to Establish the Wildfire Expense Memorandum Account. Application 18-04-001
More informationForm ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team
Form ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team Team Members: C. Troy Shaver, Jr. John C. Cheshire, III Peter G. Gerry, III James Haley, CFP
More informationRegistration List Winter Workshops on Energy Law February 9-11, 2014 Sponsored by the Energy & Mineral Law Foundation
William Larry Adams President Cumberland Surety Co. 340 S. Broadway, Ste. 100 Lexington, KY 40508 Phone: 859.254.8622 badams@cumberlandsurety.com Gregory E. Conrad Executive Director Interstate Mining
More informationThe Triantafel Rumps Group at Morgan Stanley
2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL 60523 William C. Triantafel, CIMA
More informationSpencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201
Item 1: Cover Page for Part 2B of Form ADV: Brochure Supplement March 2014 Spencer McGowan McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Firm Contact: Bobby D. Boyce,
More informationOur Mission. About Morgan Stanley Wealth Management
Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,
More informationThe Haas Group at Morgan Stanley Smith Barney
The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main
More informationThe Susquehanna Group at Smith Barney
smithbarney.com The Susquehanna Group at Smith Barney built upon innovative and personalized financial strategies our mission The Susquehanna Group at Smith Barney is dedicated to providing customized
More informationThe Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship
The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John
More informationCLARION COUNTY OFFICE DIRECTORY
CLARION COUNTY OFFICE DIRECTORY www.co.clarion.pa.us All phone numbers are area code 814 unless otherwise noted Adult Probation 500 Main Street, Clarion, PA 16214 Phone: 226-6020 Fax: 226-6027 Assessor
More informationThe Terhune Group at Morgan Stanley Smith Barney
The Terhune Group at Morgan Stanley Smith Barney 1101 FIFTH AVENUE SAN RAFAEL, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@mssb.com
More informationDW Certified Lead Labs. Burlington
DW Certified Lead s Burlington 03036 EMSL ANALYTICAL OOMMEN V. KAPPIL 856-303-2550 03036 EMSL ANALYTICAL EPA 200.9 OOMMEN V. KAPPIL 856-303-2550 03644 BETTER ENVIRONMENTAL CHARLES F. SM 3113 B PROTECTION
More informationMeet Me in St. Louis. Power & Performance. June 25, NAIFA - Missouri
Meet Me in St. Louis Power & Performance June 25, 2018 A message from our President... It is my great pleasure to invite you to the NAIFA Missouri State Meeting on June 25, 2018! Join your fellow NAFIA
More informationThe Fordham Group at Morgan Stanley Smith Barney
The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free
More informationPRESS RELEASE FOR IMMEDIATE RELEASE
Powering Business Results SM PRESS RELEASE FOR IMMEDIATE RELEASE MR. WILLIAM E. MAYER, HON. J. DOUGLAS HOLLADAY AND MR. RUSSELL F. PEPPET HAVE COMBINED THEIR ADVISORY PRACTICE WITH SOURCE COMPANIES, LLC
More informationBEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA
BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U 338-E) to Establish the Wildfire Expense Memorandum Account. Application 18-04-001
More informationRAYMOND JAMES INVESTMENT STRATEGY COMMITTEE
RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE Providing Raymond James financial advisors and their clients with actionable market commentary and investment guidance. PUBLICATIONS The advice and recommendations
More informationThe Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish
The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, North Carolina 27612 855-830-0665 / Toll-Free 919-785-7163 / main 919-882-1212
More informationFILED: NEW YORK COUNTY CLERK 01/30/ :46 PM INDEX NO /2017 NYSCEF DOC. NO. 180 RECEIVED NYSCEF: 01/30/2018
SUPREME COURT OF THE STATE OF NEW YORK Ol
More informationCharles Price P 1 Board - of Directors http://www.texaco.com/compinfo/l996ar/board.htm Emeritus, The Prudential Insurance Company of America, Newark, NJ Peter I. Bijur and Chief Executive Officer, Texaco
More informationThe Patterson Group at Morgan Stanley Smith Barney
The Patterson Group at Morgan Stanley Smith Barney 1241 JOHN Q HAMMONS DRIVE MADISON, WI 53717 608-829-4338 / MAIN As the financial world becomes more complex and investment choices multiply, careful planning
More informationThe Abbott Group at Morgan Stanley We Provide Solutions
The Abbott Group at Morgan Stanley We Provide Solutions From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive
More informationOVERVIEW THE RAYMOND JAMES ADVANTAGE
An Introduction 1421 Pine Ridge Road, Suite 300 // Naples, FL 34109 www.raymondjames.com//townsend Direct: 239.513.6537//Toll Free: 800.843.2025// Fax: 239.596.5474 2017 Raymond James & Associates, Inc.,
More informationBEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA ) ) ) )
BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application Of Southern California Edison Company (U 338-E For Approval Of Its Forecast 2018 ERRA Proceeding Revenue Requirement. Application
More informationYour NAMI State Organization
Your NAMI State Organization State: State Organization: Address: New York NAMI New York State NAMI New York State 99 Pine St. Suite 105 Albany, NY 12207 Phone: (518) 462-2000 Fax: (518) 462-3811 Email
More informationFILED: NEW YORK COUNTY CLERK 12/09/ :55 PM INDEX NO /2014 NYSCEF DOC. NO. 245 RECEIVED NYSCEF: 12/09/2014 EXHIBIT G
FILED: NEW YORK COUNTY CLERK /0/ 0: PM INDEX NO. / NYSCEF DOC. NO. RECEIVED NYSCEF: /0/ EXHIBIT G 0 SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF NEW YORK - CIVIL TERM -PART NUMBER ------------------------------------------------X
More informationWednesday, October 19, :00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration
Wednesday, October 19, 2011 7:00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration Welcome Remarks by: Horatio H. Sparkes President, NASP - New York Principal, The Yucaipa Companies The Honorable
More informationPersonnel. Internal Staff. Scott MacKillop CHIEF EXECUTIVE OFFICER. First Ascent Asset Management
First Ascent Asset Management Personnel Internal Staff Scott MacKillop CHIEF EXECUTIVE OFFICER Scott has worked in the financial services industry for 40 years. He began his career in 1976 as a lawyer
More informationELI WHITNEY ADVISORY COMMITTEE of Connecticut Innovations, Incorporated Minutes Regular Meeting Thursday, May 2, 2013
ELI WHITNEY ADVISORY COMMITTEE of Connecticut Innovations, Incorporated Minutes Regular Meeting Thursday, May 2, 2013 A regular meeting of the Eli Whitney Advisory Committee of Connecticut Innovations,
More informationINVESTMENT TEAM NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY *Brent Schutte, CFA Chief Investment Strategist Northwestern Mutual Wealth Management Company Brent has 22 years of investment industry experience. Brent oversees
More informationForm FR Y-6. InFirst Bancorp, MHC Indiana, PA Fiscal Year Ending December 31, 2016
Form FR Y-6 InFirst Bancorp, MHC Indiana, PA Fiscal Year Ending December 31, 2016 Report Item 1: Annual Report to Shareholders The mutual holding company does not prepare an annual report and is not registered
More informationRecognition. Reward. Opportunity. The APEX Group. For Producer Use Only. Not For Use With The General Public.
Recognition. Reward. Opportunity. The APEX Group For Producer Use Only. Not For Use With The General Public. THIS IS YOUR TEAM As a Guardian Elite Producer, you ve earned a higher level of support with
More informationRobert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams
Robert C. Randolph Vice President-Wealth Management Portfolio Manager Financial Planning Specialist Connecting Your Lifestyle With Your Dreams Investors today are busy with work, family and community and
More informationBruce L. Birnbaum, J.D., LL.M., CLTC Financial Adviser
Tel: (631) 465-9090 Ext. 5019 Fax: (631) 465-9091 bbirnbaum@jhnetwork.com Lighthouse Financial Network Building 575 Broadhollow Road Melville, NY 11747 www.birnbaumadvisory.com Bruce L. Birnbaum, J.D.,
More informationSmith A. Brownlie III, CPA
Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to
More information53 rd Annual NAEPC Advanced Estate Planning Strategies Conference. Council Leadership Day 2016
Council Leadership Day 2016 The Star Spangled Banner Lyrics By Francis Scott Key, 1814 Oh, say can you see by the dawn's early light What so proudly we hailed at the twilight's last gleaming? Whose broad
More informationForm ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team
Form ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team Team Members: C. Troy Shaver, Jr. John C. Cheshire III Peter G. Gerry III James Haley, CFP
More informationGateway Welsh Masters Men's Singles 09/07/2017
Gateway Welsh Masters 7 - Men's Singles 9/7/7 9/7/7 :6:6 Last 56 - Best of 7 legs Mark Mcgeeney-ENG : Josh Davies-WAL 9 Tom Gregory-ENG 5 6 7 8 9 Rhys Griffin-WAL Paul Russell-WAL Christopher Hicks-WAL
More informationTHE VECTOR GROUP at MORGAN STANLEY
THE VECTOR GROUP at MORGAN STANLEY Morgan Stanley Smith Barney LLC Member SIPC Vec tor (VEK-ter) n. magnitude and direction Miriam Webster Dictionary THE VECTOR GROUP at MORGAN STANLEY 1290 Avenue of Americas,
More informationEndeavor Bank (in Organization) Begins Common Stock Offering The first bank to receive FDIC approval in San Diego County in 9 years
Contact: Dan Yates, CEO Endeavor Bank (In Organization) dyates@bankendeavor.com Mobile: (858) 230-5185 Office: (760) 795-1250 Endeavor Bank (in Organization) Begins Common Stock Offering The first bank
More informationBRONFMAN E.L. ROTHSCHILD, L.P. Part 2B Brochure Supplement
BRONFMAN E.L. ROTHSCHILD, L.P. Part 2B Brochure Supplement Corporate Office: One Preserve Parkway Suite 610 Rockville, MD 20852 www.belr.com June 21, 2018 This Brochure Supplement provides information
More informationCASE CALENDAR FOR THE WEEK OF February 20, 2012 Page: 1 of 5 Court of Appeals, Eighth Appellate District Posted: 01/13/12
CASE CALENDAR FOR THE WEEK OF February 20, 2012 Page: 1 of 5 Tuesday, February 21, 2012 9:00 AM Main Courtroom Panel: FRANK D. CELEBREZZE,JR., KATHLEEN ANN KEOUGH, MARY EILEEN KILBANE 96675 SNOWVILLE SUBDIV.
More informationThe Berkheimer Group at Morgan Stanley
The Berkheimer Group at Morgan Stanley 30 West Patrick Street 7th Floor, Frederick, MD 21701 301-663-8833 / MAIN 800-634-0072 / TOLL-FREE 301-663-4798 / FAX theberkheimergroup@morganstanley.com Managing
More informationThe Timberline Group at Morgan Stanley. Comprehensive wealth planning strategies for your life and legacy
The Timberline Group at Morgan Stanley Comprehensive wealth planning strategies for your life and legacy 5390 Kietzke Lane Suite 200, Reno, NV 89511 775-982-8617 / MAIN 775-329-9578 / FAX www.morganstanleyfa.com/thetim
More informationDECEMBER Continued on next page $300 $250 $200 $150 $100 $50
$300 $250 $200 $150 $100 $50 1 Continued... Market Optimism vs. Reported Increase Source: Pepperdine Optimism Reported Increase Q3 2016 Q2 2016 Q2 2015
More informationSteve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide
Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Email: hamils25@nationwide.com Direct: 614.249.0935 Steve has over 30 years of experience in the financial services industry.
More informationAdditional information about Turner Investments, L.P. is available on the SEC s website at
Form ADV Part 2B Brochure Supplement John P. Fraunces, Jr. Christopher K. McHugh Peter J. Niedland, CFA Jason D. Schrotberger, CFA Scott C. Swickard, CFA Mark D. Turner Robert E. Turner, CFA Turner Investments,
More information2017 Virginia House of Delegates Humane Voting Record
Les Adams (R-16) Lashrecse Aird (D-63) David Albo (R-42) Richard Anderson (R-51) Terry Austin (R-19) Lamont Bagby (D-74) John Bell (D-87) Richard Bell (R-20) Robert Bell (R-58) Robert Bloxom, Jr. (R-100)
More informationBEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA
BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Pacific Gas and Electric Company for Authority to Establish the Wildfire Expense Memorandum Account (U 39 E). Application
More informationRobert A. Greising Partner
Robert A. Greising Partner P: (317) 238-6215 F: (317) 636-1507 E: rgreising@kdlegal.com Indianapolis Office One Indiana Square Suite 2800 Indianapolis, IN 46204-2079 Robert Greising serves as a Partner
More informationThe Spectrum Group at Morgan Stanley
The Spectrum Group at Morgan Stanley 20807 Biscayne Boulevard Sixth Floor, Aventura, FL 33180 305-937-7100 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX www.morganstanleyfa.com/thespectrumgroup The
More informationKeith Simons. Wealth Advisor First Vice President Portfolio Manager
Keith Simons Wealth Advisor First Vice President Portfolio Manager 150 JFK Parkway Short Hills, New Jersey 07078 973-921-6521 / Main 973-860-1336 / fax keith.simons@mssb.com www.morganstanley.com/fa/keith.simons
More informationThe Milestone Group at Morgan Stanley
The Milestone Group at Morgan Stanley 4300 East 53rd Street Suite 300, Davenport, IA 52807 563-344-4300 / MAIN 800-553-1871 / TOLL-FREE 563-344-4356 / FAX https://fa.morganstanley.com/milestonegroup msmilestonegroup@morganstanley.com
More informationExperiences Shared and Lessons Learned on Successfully Selling or Transferring a Business
U.S. Trust cordially invites you to THE OWNER s JOURNEY Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business WEDNESDAY, MAY 3, 2017 7:30 a.m. 9:30 a.m. U.S. TRUST 280
More informationAdditional information about Christopher Wootton is available on the SEC s Web site at
Christopher Wootton ChFC CRD #5428911 Common Wealth Centre 2040 North Loop 336W, Suite 125 Conroe, TX 77304 This Brochure Supplement provides information about Christopher Wootton that supplements the
More informationrdd Doc 1314 Filed 01/13/15 Entered 01/13/15 16:53:51 Main Document Pg 1 of 2
14-22503-rdd Doc 1314 Filed 01/13/15 Entered 01/13/15 16:53:51 Main Document Pg 1 of 2 Sunny M. Sparano, Attny. No. 019782000 MARSHALL, DENNEHEY, WARNER, COLEMAN & GOGGIN Eloseland, NJ 07068 ;973) 618-4100
More informationThe Pelican Bay Group at Morgan Stanley Smith Barney
The Pelican Bay Group at Morgan Stanley Smith Barney The Pelican Bay Group at Morgan Stanley Smith Barney 1250 Pittsford Victor Road Building 200, Suite 350, Pittsford, New York 14534 800-736-4608 / Toll-Free
More informationThe White Heron Group at Morgan Stanley
The White Heron Group at Morgan Stanley 300 Granite Run Drive Suite 300, Lancaster, PA 17601 717-519-3201 / MAIN 800-873-0990 / TOLL-FREE 717-560-0100 / FAX www.morganstanleyfa.com/thewhiteherongroup thewhiteherongroup@morganstanley.com
More information