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

Brad Wilson

At Cetera Planning Partners · Houston, TX · Cypress, TX

Registered as JOHN BRADLEY WILSON · BRAD WILSON

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Plains Wealth Management	Plains Wealth Management	Cetera Planning Partners	Acquisition	January 29, 2026	$400M

Registration history

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

Firm	Channel	From	To
CETERA PLANNING PARTNERS	Investment adviser	January 5, 2026	Current
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Investment adviser	August 31, 2023	December 22, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	August 31, 2023	December 22, 2025
AVANTAX ADVISORY SERVICES	Investment adviser	October 30, 2018	September 11, 2023
AVANTAX INVESTMENT SERVICES, INC.	Broker-dealer	October 29, 2018	September 11, 2023
VSR ADVISORY SERVICES	Investment adviser	October 27, 2016	November 2, 2016
SUMMIT BROKERAGE SERVICES, INC.	Broker-dealer	September 1, 2016	November 5, 2018
SUMMIT FINANCIAL GROUP INC	Investment adviser	September 1, 2016	November 6, 2018
VSR ADVISORY SERVICES	Investment adviser	December 20, 2010	September 1, 2016
VSR FINANCIAL SERVICES, INC.	Broker-dealer	December 20, 2010	November 2, 2016
LPL FINANCIAL CORPORATION	Investment adviser	October 1, 2002	January 3, 2011
LPL FINANCIAL CORPORATION	Broker-dealer	October 1, 2002	January 3, 2011
LINCOLN FINANCIAL ADVISORS CORPORATION	Investment adviser	October 25, 1999	October 2, 2002
LINCOLN FINANCIAL ADVISORS CORPORATION	Broker-dealer	October 21, 1999	October 2, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Broker-dealer	October 21, 1999	October 2, 2002

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.