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

Kevin Gray

Now at Ascentis Wealth Management · Ascentis Family Wealth · Dallas, TX

Registered as KEVIN SCOTT GRAY

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Ascentis Family Wealth	Veracity Capital	Ascentis Wealth Management	Lateral	February 18, 2026	$250M

Registration history

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

Firm	Channel	From	To
ASCENTIS WEALTH MANAGEMENT, LLC	Investment adviser	June 23, 2026	Current
ADVISORY SERVICES NETWORK	Investment adviser	January 9, 2026	July 1, 2026
PURSHE KAPLAN STERLING INVESTMENTS	Broker-dealer	November 18, 2020	March 17, 2022
VERACITY CAPITAL LLC	Investment adviser	July 16, 2019	January 28, 2026
F3LOGIC, LLC	Investment adviser	November 15, 2018	December 10, 2019
THE AYCO COMPANY,L.P.	Investment adviser	August 16, 2006	November 14, 2018
MERCER ALLIED COMPANY, L.P.	Broker-dealer	July 6, 2006	November 14, 2018
RBC DAIN RAUSCHER INC.	Investment adviser	December 14, 2004	April 28, 2006
RBC DAIN RAUSCHER INC.	Broker-dealer	December 14, 2004	April 28, 2006
SWS FINANCIAL SERVICES	Broker-dealer	August 4, 2004	December 13, 2004
TRADERIGHT SECURITIES	Broker-dealer	January 28, 2004	July 19, 2004
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.	Investment adviser	February 11, 2003	January 16, 2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC.	Broker-dealer	January 23, 2003	January 16, 2004
IDS LIFE INSURANCE COMPANY	Broker-dealer	January 23, 2003	January 16, 2004

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.