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

Joe Matovick

Now at Raymond James Financial Services · Brooklyn, NY

Registered as Joseph John Matovick

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Alex Lerner, Joe Matovick, Oscar Manrique	Wells Fargo Advisors	Raymond James Financial Services	Breakaway	April 28, 2026	$480M

Registration history

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

Firm	Channel	From	To
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Investment adviser	February 17, 2026	Current
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	February 17, 2026	Current
WELLS FARGO ADVISORS	Investment adviser	February 18, 2010	February 24, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	Broker-dealer	February 11, 2010	February 24, 2026
CITIGROUP GLOBAL MARKETS INC.	Investment adviser	May 29, 2007	March 1, 2010
CITIGROUP GLOBAL MARKETS INC.	Broker-dealer	May 29, 2007	March 1, 2010
CITICORP INVESTMENT SERVICES	Investment adviser	October 28, 2004	May 29, 2007
CITICORP INVESTMENT SERVICES	Broker-dealer	July 31, 2000	May 29, 2007
FIDELITY BROKERAGE SERVICES LLC	Broker-dealer	February 7, 2000	August 24, 2000
CITICORP INVESTMENT SERVICES	Broker-dealer	October 9, 1998	January 21, 2000
EMERSON BENNETT & ASSOCIATES	Broker-dealer	May 13, 1998	June 26, 1998
BRAUER & ASSOCIATES, INC.	Broker-dealer	May 9, 1997	February 10, 1998
SHAMUS GROUP, INC.	Broker-dealer	February 26, 1997	June 5, 1997
JOSEPH STEVENS & COMPANY, INC.	Broker-dealer	March 26, 1996	February 26, 1997
D. H. BLAIR & CO., INC.	Broker-dealer	March 27, 1995	March 27, 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.