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

Spencer Stone

Now at Wells Fargo FiNet · Touchstone Wealth Partners · Toledo, OH

Registered as SPENCER DECKER STONE

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Touchstone Wealth Partners	UBS	Wells Fargo FiNet	Breakaway	April 13, 2026	$2.1B

Registration history

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

Firm	Channel	From	To
WELLS FARGO ADVISORS	Investment adviser	April 10, 2026	Current
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	Broker-dealer	April 10, 2026	Current
UBS FINANCIAL SERVICES INC.	Investment adviser	April 26, 2016	April 21, 2026
UBS FINANCIAL SERVICES INC.	Broker-dealer	April 26, 2016	April 21, 2026
MORGAN STANLEY	Investment adviser	June 1, 2009	May 10, 2016
MORGAN STANLEY	Broker-dealer	June 1, 2009	May 10, 2016
MORGAN STANLEY & CO. INCORPORATED	Investment adviser	April 2, 2007	June 1, 2009
MORGAN STANLEY & CO. INCORPORATED	Broker-dealer	April 2, 2007	June 1, 2009
MORGAN STANLEY	Investment adviser	January 22, 2007	April 2, 2007
MORGAN STANLEY DW INC.	Broker-dealer	January 19, 2007	April 2, 2007
NATCITY INVESTMENTS, INC.	Investment adviser	September 21, 2000	January 22, 2007
NATCITY INVESTMENTS, INC.	Broker-dealer	April 20, 2000	January 22, 2007
LOCKWOOD FINANCIAL SERVICES, INC.	Broker-dealer	July 11, 1997	March 29, 2000
INVESTMENT MANAGEMENT & RESEARCH, INC	Broker-dealer	November 21, 1995	July 11, 1997
DEAN WITTER REYNOLDS INC.	Broker-dealer	September 26, 1994	December 14, 1995
KIDDER, PEABODY & CO. INCORPORATED	Broker-dealer	December 6, 1993	October 3, 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.