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 Madura

Now at Janney Montgomery Scott · Madura Private Wealth Group · Lake Forest, IL

Registered as DANIEL PHILIP MADURA

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Madura Private Wealth Group	Wells Fargo Advisors	Janney Montgomery Scott	Lateral	September 9, 2026	$420M

Registration history

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

Firm	Channel	From	To
JANNEY MONTGOMERY SCOTT LLC	Investment adviser	August 17, 2026	Current
JANNEY MONTGOMERY SCOTT LLC	Broker-dealer	August 17, 2026	Current
WELLS FARGO ADVISORS	Investment adviser	January 14, 2016	August 24, 2026
WELLS FARGO CLEARING SERVICES, LLC	Broker-dealer	January 14, 2016	August 24, 2026
CREDIT SUISSE SECURITIES (USA) LLC	Investment adviser	June 20, 2007	February 10, 2016
CREDIT SUISSE SECURITIES (USA) LLC	Broker-dealer	June 20, 2007	February 10, 2016
MORGAN STANLEY & CO., INCORPORATED	Investment adviser	April 2, 2007	June 20, 2007
MORGAN STANLEY & CO., INCORPORATED	Broker-dealer	April 2, 2007	June 20, 2007
MORGAN STANLEY	Investment adviser	April 6, 2000	April 2, 2007
MORGAN STANLEY DW INC.	Broker-dealer	March 20, 2000	April 2, 2007
PAINEWEBBER INCORPORATED	Broker-dealer	August 19, 1994	March 27, 2000
PRUDENTIAL SECURITIES INCORPORATED	Broker-dealer	February 17, 1993	August 19, 1994
OPPENHEIMER & CO., INC.	Broker-dealer	December 11, 1992	February 9, 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.