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

Eric A. Heus

At Carson · Green Bay, WI

Registered as ERIC ANTHONY HEUS

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Harbor Wealth Management	Harbor Wealth	Carson	Acquisition	April 28, 2026	$396M

Registration history

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

Firm	Channel	From	To
CWM, LLC	Investment adviser	April 27, 2026	Current
HARBOR WEALTH MANAGEMENT, LLC	Investment adviser	January 3, 2017	April 27, 2026
APW CAPITAL, INC.	Broker-dealer	August 19, 2010	April 28, 2026
HARBOR WEALTH MANAGEMENT, LLC	Investment adviser	August 16, 2010	December 31, 2016
AXA ADVISORS, LLC	Investment adviser	December 12, 2002	August 24, 2010
AXA ADVISORS, LLC	Broker-dealer	December 12, 2002	August 24, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	May 10, 2001	December 13, 2002
WELLS FARGO BROKERAGE SERVICES, L.L.C.	Broker-dealer	December 13, 2000	March 13, 2001
WELLS FARGO INVESTMENTS, LLC	Broker-dealer	December 13, 2000	May 15, 2001
WELLS FARGO BROKERAGE SERVICES, L.L.C.	Broker-dealer	February 12, 1999	December 13, 2000
BANC ONE SECURITIES CORPORATION	Broker-dealer	February 1, 1999	February 8, 1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC.	Broker-dealer	September 3, 1997	February 1, 1999
EQ FINANCIAL CONSULTANTS, INC.	Broker-dealer	March 1, 1996	September 4, 1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES	Broker-dealer	March 1, 1996	September 4, 1997
AAL CAPITAL MANAGEMENT CORPORATION	Broker-dealer	November 22, 1994	February 14, 1996
HARBOUR INVESTMENTS, INC.	Broker-dealer	March 8, 1994	August 25, 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.