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

Daniel Dwyer

Now at Wells Fargo Advisors · Napa, CA

Registered as Daniel Frederick Dwyer

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Daniel Dwyer	Edward Jones	Wells Fargo Advisors	Lateral	June 26, 2026	$320M

Registration history

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

Firm	Channel	From	To
WELLS FARGO ADVISORS	Investment adviser	June 24, 2026	Current
WELLS FARGO CLEARING SERVICES, LLC	Broker-dealer	June 24, 2026	Current
EDWARD JONES	Investment adviser	May 13, 2024	July 10, 2026
EDWARD JONES	Broker-dealer	May 10, 2024	July 10, 2026
J.P. MORGAN SECURITIES LLC	Investment adviser	April 17, 2024	May 11, 2024
J.P. MORGAN SECURITIES LLC	Broker-dealer	September 29, 2023	May 11, 2024
FIRST REPUBLIC SECURITIES COMPANY, LLC	Broker-dealer	November 2, 2018	September 29, 2023
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Investment adviser	November 2, 2018	May 13, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Investment adviser	September 21, 2009	November 6, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	September 18, 2009	November 6, 2018
WELLS FARGO ADVISORS, LLC	Investment adviser	May 13, 2005	October 6, 2009
WELLS FARGO ADVISORS, LLC	Broker-dealer	May 13, 2005	October 6, 2009
MORGAN STANLEY	Investment adviser	November 2, 1998	May 16, 2005
MORGAN STANLEY DW INC.	Broker-dealer	January 8, 1998	May 16, 2005
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION	Broker-dealer	March 12, 1993	January 15, 1998
DEAN WITTER REYNOLDS INC.	Broker-dealer	February 21, 1985	March 19, 1993

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.