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

Jeneen Slack

Now at LPL Financial · Northstar Financial Advisors · Danville, CA

Registered as Jeneen Sarah Slack

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Northstar Financial Advisors	Raymond James Financial Services	LPL Financial	Lateral	September 10, 2026	$270M

Registration history

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

Firm	Channel	From	To
LPL FINANCIAL LLC	Investment adviser	August 17, 2026	Current
LPL FINANCIAL LLC	Broker-dealer	August 17, 2026	Current
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Investment adviser	May 31, 2023	August 21, 2026
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	May 31, 2023	August 21, 2026
SECURIAN FINANCIAL SERVICES, INC.	Investment adviser	August 8, 2016	May 31, 2023
SECURIAN FINANCIAL SERVICES, INC.	Broker-dealer	August 5, 2016	May 31, 2023
CETERA ADVISORS LLC	Investment adviser	November 5, 2013	August 2, 2016
CETERA ADVISORS LLC	Broker-dealer	November 4, 2013	August 2, 2016
FOOTHILL SECURITIES, INC.	Investment adviser	January 10, 2011	November 1, 2013
FOOTHILL SECURITIES, INC.	Broker-dealer	January 7, 2011	November 1, 2013
ALAMO CAPITAL	Investment adviser	September 24, 2009	December 20, 2010
ALAMO CAPITAL	Broker-dealer	September 24, 2009	December 20, 2010
LINCOLN FINANCIAL ADVISORS CORPORATION	Investment adviser	December 18, 2007	September 23, 2009
LINCOLN FINANCIAL ADVISORS CORPORATION	Broker-dealer	November 16, 2007	September 23, 2009

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.