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

Paul Cooke

Now at Wells Fargo Advisors · Dallas, TX

Registered as PAUL MARY JOSEPH COOKE · Paul Mary Joseph Cooke

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Paul Cooke, Jake Trousdale	Citi	Wells Fargo Advisors	Lateral	January 5, 2026	$1.2B

Registration history

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

Firm	Channel	From	To
WELLS FARGO ADVISORS	Investment adviser	December 22, 2025	Current
WELLS FARGO CLEARING SERVICES, LLC	Broker-dealer	December 22, 2025	Current
CITI PRIVATE ALTERNATIVES, LLC	Broker-dealer	March 28, 2017	December 24, 2025
CITIGROUP GLOBAL MARKETS INC.	Investment adviser	September 5, 2013	December 24, 2025
CITIGROUP GLOBAL MARKETS INC.	Broker-dealer	August 21, 2013	December 24, 2025
J.P. MORGAN SECURITIES LLC	Broker-dealer	November 18, 2008	August 22, 2013
RBC CAPITAL MARKETS CORPORATION	Investment adviser	April 16, 2004	November 11, 2008
RBC CAPITAL MARKETS CORPORATION	Broker-dealer	April 16, 2004	November 11, 2008
RAYMOND JAMES & ASSOCIATES, INC.	Investment adviser	June 5, 1998	May 7, 2004
RAYMOND JAMES & ASSOCIATES, INC.	Broker-dealer	June 5, 1998	May 7, 2004
SUNAMERICA SECURITIES, INC.	Broker-dealer	May 17, 1994	June 5, 1998
SUNAMERICA SECURITIES, INC.	Broker-dealer	June 23, 1993	March 10, 1994
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC.	Broker-dealer	October 23, 1991	July 24, 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.