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

Matthew Darpel

Now at Baird · Fort Wright, KY

Registered as MATTHEW LAWRENCE DARPEL

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Matthew Darpel	Independent Advisor Alliance	Baird	Reverse Breakaway	August 13, 2026	Undisclosed

Registration history

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

Firm	Channel	From	To
ROBERT W. BAIRD & CO. INCORPORATED	Investment adviser	August 13, 2026	Current
ROBERT W. BAIRD & CO. INCORPORATED	Broker-dealer	August 13, 2026	Current
LPL FINANCIAL LLC	Investment adviser	November 4, 2025	July 13, 2026
INDEPENDENT ADVISOR ALLIANCE, LLC	Investment adviser	December 10, 2018	August 25, 2026
INDEPENDENT FINANCIAL PARTNERS	Investment adviser	October 11, 2018	December 7, 2018
INDEPENDENT FINANCIAL PARTNERS	Investment adviser	November 4, 2013	October 10, 2018
LPL FINANCIAL LLC	Broker-dealer	October 31, 2013	August 27, 2026
CETERA ADVISORS LLC	Investment adviser	January 27, 2005	October 31, 2013
CETERA ADVISORS LLC	Broker-dealer	January 27, 2005	October 31, 2013
PAN-AMERICAN INVESTMENT ADVISERS, INC.	Investment adviser	May 18, 2004	January 31, 2005
PAN-AMERICAN FINANCIAL ADVISERS	Broker-dealer	March 3, 2003	January 31, 2005
CREATIVE FINANCIAL DESIGNS, INC.	Investment adviser	September 30, 2002	November 19, 2003
CFD INVESTMENTS, INC.	Broker-dealer	July 9, 2002	March 3, 2003
SECURITIES AMERICA, INC.	Broker-dealer	February 26, 2002	June 28, 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.