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

Jeffrey Flamm

Now at Ameriprise Independent Advisors · Miamisburg, OH

Registered as JEFFREY SCOTT FLAMM

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Jeffrey Flamm, Kevin Smith	Key Investment Services	Ameriprise Independent Advisors	Lateral	April 8, 2026	$140M

Registration history

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

Firm	Channel	From	To
AMERIPRISE FINANCIAL SERVICES, LLC	Investment adviser	December 5, 2025	Current
AMERIPRISE FINANCIAL SERVICES, LLC	Broker-dealer	December 5, 2025	Current
KEY INVESTMENT SERVICES LLC	Investment adviser	November 1, 2012	December 5, 2025
KEY INVESTMENT SERVICES LLC	Broker-dealer	October 31, 2012	December 5, 2025
U.S. BANCORP INVESTMENTS, INC.	Investment adviser	October 27, 2010	October 30, 2012
U.S. BANCORP INVESTMENTS, INC.	Broker-dealer	October 26, 2010	October 30, 2012
KEY INVESTMENT SERVICES LLC	Investment adviser	August 7, 2008	October 18, 2010
KEY INVESTMENT SERVICES LLC	Broker-dealer	August 6, 2008	October 18, 2010
FIFTH THIRD SECURITIES, INC.	Investment adviser	March 6, 2006	August 15, 2008
FIFTH THIRD SECURITIES, INC.	Broker-dealer	March 14, 2005	August 15, 2008
STRATEGIC ADVISERS, INC.	Investment adviser	January 14, 2003	February 7, 2005
FIDELITY BROKERAGE SERVICES LLC	Broker-dealer	November 19, 1999	February 7, 2005
FIDELITY BROKERAGE SERVICES, INC.	Broker-dealer	December 4, 1992	November 5, 1998

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.