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

Karlynn Schramm

Now at Raymond James & Associates · Denver, CO

Registered as KARLYNN KARI SCHRAMM

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Karlynn Schramm	Gallagher Fiduciary Advisors	Raymond James & Associates	Lateral	May 14, 2026	$500M

Registration history

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

Firm	Channel	From	To
RAYMOND JAMES & ASSOCIATES, INC.	Investment adviser	February 12, 2026	Current
RAYMOND JAMES & ASSOCIATES, INC.	Broker-dealer	February 12, 2026	Current
OSAIC WEALTH, INC.	Broker-dealer	August 23, 2024	February 13, 2026
GALLAGHER FIDUCIARY ADVISORS, LLC	Investment adviser	April 22, 2022	February 13, 2026
TRIAD ADVISORS LLC	Broker-dealer	March 28, 2022	August 23, 2024
KESTRA ADVISORY SERVICES, LLC	Investment adviser	April 19, 2016	March 31, 2022
NFP ADVISOR SERVICES, LLC	Investment adviser	March 6, 2015	September 22, 2016
KESTRA INVESTMENT SERVICES, LLC	Broker-dealer	March 6, 2015	March 31, 2022
MANULIFE ASSET MANAGEMENT (US) LLC	Investment adviser	December 12, 2012	October 7, 2014
JOHN HANCOCK ADVISERS, LLC	Investment adviser	December 22, 2008	December 31, 2010
JOHN HANCOCK DISTRIBUTORS LLC	Investment adviser	August 14, 2006	December 31, 2006
JOHN HANCOCK DISTRIBUTORS LLC	Broker-dealer	August 14, 2006	October 7, 2014
NFP SECURITIES, INC.	Investment adviser	May 8, 2006	July 12, 2006
NFP SECURITIES, INC.	Broker-dealer	January 6, 2006	July 12, 2006
DIVERSIFIED INVESTORS SECURITIES CORP.	Broker-dealer	February 1, 2003	October 3, 2005
TRANSAMERICA SECURITIES SALES CORPORATION	Broker-dealer	April 4, 2002	February 1, 2003
HARTFORD EQUITY SALES COMPANY INC.	Broker-dealer	April 28, 2000	February 7, 2002
ONE ORCHARD EQUITIES, INC.	Broker-dealer	January 3, 1997	March 27, 2000
THE GREAT-WEST LIFE ASSURANCE COMPANY	Broker-dealer	March 21, 1995	January 3, 1997
COLONIAL INVESTMENT SERVICES	Broker-dealer	April 15, 1994	January 23, 1995

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.