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

Cynthia Michael

Now at Wells Fargo FiNet · Two Rivers Wealth Advisors · New Braunfels, TX

Registered as CYNTHIA ANN MICHAEL

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Two Rivers Wealth Advisors	Belpointe	Wells Fargo FiNet	Lateral	June 5, 2026	Undisclosed

Registration history

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

Firm	Channel	From	To
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	Broker-dealer	May 18, 2026	Current
WELLS FARGO ADVISORS	Investment adviser	May 8, 2026	Current
BELPOINTE ASSET MANAGEMENT LLC	Investment adviser	February 15, 2023	May 14, 2026
TPB WEALTH ADVISORS, LLC	Investment adviser	November 2, 2015	February 15, 2023
DOMINION INVESTOR SERVICES, INC.	Broker-dealer	October 30, 2015	March 29, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Investment adviser	January 7, 2011	November 2, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	January 7, 2011	November 2, 2015
WELLS FARGO BROKERAGE SERVICES, L.L.C.	Broker-dealer	December 15, 2000	August 14, 2002
WELLS FARGO INVESTMENTS, LLC	Investment adviser	December 13, 2000	January 10, 2011
WELLS FARGO INVESTMENTS, LLC	Broker-dealer	December 13, 2000	January 10, 2011
WELLS FARGO SECURITIES INC.	Broker-dealer	December 10, 1999	May 7, 2001
WELLS FARGO BROKERAGE SERVICES, L.L.C.	Broker-dealer	June 8, 1998	December 13, 2000
EDWARD D. JONES & CO., L.P.	Broker-dealer	December 13, 1996	June 3, 1998
FEDERATED SECURITIES CORP.	Broker-dealer	March 25, 1994	December 9, 1996

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.