Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Financial advisor

Tom O'Neill Sr.

Now at Steward Partners · O'Neill Wealth Management · Mount Laurel, NJ

Registered as THOMAS C O'NEILL

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction	From	To	Pattern	Announced	Reported Assets
O'Neill Wealth Management	Raymond James & Associates	Steward Partners	Breakaway	October 1, 2026	$426M

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm	Channel	From	To
STEWARD PARTNERS INVESTMENT ADVISORY, LLC	Investment adviser	September 9, 2026	Current
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Broker-dealer	September 9, 2026	Current
RAYMOND JAMES & ASSOCIATES, INC.	Investment adviser	August 10, 2018	September 9, 2026
RAYMOND JAMES & ASSOCIATES, INC.	Broker-dealer	August 10, 2018	September 9, 2026
MORGAN STANLEY	Investment adviser	June 1, 2009	August 13, 2018
MORGAN STANLEY	Broker-dealer	June 1, 2009	August 13, 2018
CITIGROUP GLOBAL MARKETS INC.	Investment adviser	October 17, 2008	June 1, 2009
CITIGROUP GLOBAL MARKETS INC.	Broker-dealer	October 17, 2008	June 1, 2009
UBS FINANCIAL SERVICES INC.	Investment adviser	April 15, 2005	October 23, 2008
UBS FINANCIAL SERVICES INC.	Broker-dealer	April 15, 2005	October 23, 2008
A. G. EDWARDS & SONS, INC.	Investment adviser	October 15, 2003	April 21, 2005
A. G. EDWARDS & SONS, INC.	Broker-dealer	February 28, 1992	April 21, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	December 21, 1982	February 28, 1992

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.