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

Steven M. Coplin

Now at Rockefeller · Coplin Wealth Partners · Naples, FL

Registered as STEVEN MICHAEL COPLIN

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Coplin Wealth Partners	Morgan Stanley	Rockefeller	Lateral	May 15, 2026	$1.0B

Registration history

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

Firm	Channel	From	To
ROCKEFELLER CAPITAL MANAGEMENT	Investment adviser	May 15, 2026	Current
ROCKEFELLER FINANCIAL LLC	Broker-dealer	May 15, 2026	Current
MORGAN STANLEY	Investment adviser	December 13, 2010	May 20, 2026
MORGAN STANLEY	Broker-dealer	November 23, 2010	May 20, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Investment adviser	October 23, 2009	November 26, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	October 23, 2009	November 26, 2010
BANC OF AMERICA INVESTMENT SERVICES, INC.	Investment adviser	March 3, 2004	October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.	Broker-dealer	February 13, 2004	October 23, 2009
WACHOVIA SECURITIES, LLC	Investment adviser	October 1, 1999	February 25, 2004
WACHOVIA SECURITIES, LLC	Broker-dealer	October 1, 1999	February 25, 2004
FIRST UNION CAPITAL MARKETS CORP.	Broker-dealer	July 9, 1998	October 1, 1999
PRUDENTIAL SECURITIES INCORPORATED	Broker-dealer	April 30, 1996	July 28, 1998
PAINEWEBBER INCORPORATED	Broker-dealer	March 14, 1994	April 16, 1996
SMITH BARNEY SHEARSON INC.	Broker-dealer	January 23, 1990	March 24, 1994

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.