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

MARK JOSEPH LANGERMAN

At CAPTRUST · Costa Mesa, CA · Scottsdale, AZ

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Alpha Cubed Investments	Alpha Cubed	CAPTRUST	Acquisition	February 11, 2026	$3.8B

Registration history

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

Firm	Channel	From	To
CAPTRUST	Investment adviser	February 19, 2026	Current
ALPHA CUBED INVESTMENTS, LLC	Investment adviser	April 27, 2015	April 30, 2026
ASCENDANT ADVISORS, LLC	Investment adviser	February 28, 2012	January 7, 2021
FIRST ALLIED SECURITIES, INC.	Investment adviser	October 1, 2010	February 25, 2011
EMPOWERMENT FINANCIAL GROUP	Investment adviser	October 1, 2010	March 7, 2022
FIRST ALLIED SECURITIES, INC.	Broker-dealer	April 24, 2009	February 25, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	July 13, 2007	April 29, 2009
WELLS FARGO SECURITIES, LLC	Broker-dealer	January 28, 2002	October 17, 2002
WELLS FARGO SECURITIES, LLC	Broker-dealer	August 9, 2001	January 8, 2002
WELLS FARGO INVESTMENTS, LLC	Broker-dealer	June 25, 2001	July 17, 2007
WELLS FARGO VAN KASPER, LLC	Broker-dealer	November 14, 2000	July 11, 2001
PAINEWEBBER INCORPORATED	Broker-dealer	August 26, 1999	December 12, 2000
PIPER JAFFRAY INC.	Broker-dealer	January 17, 1996	September 15, 1999
RAUSCHER PIERCE REFSNES, INC.	Broker-dealer	November 8, 1990	January 29, 1996
KIDDER, PEABODY & CO. INCORPORATED	Broker-dealer	November 17, 1987	November 28, 1990
E. F. HUTTON & COMPANY INC	Broker-dealer	April 24, 1985	December 3, 1987

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.