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

MICHAEL CHARLES BROWN

At Hightower · Summit, NJ

Transactions 1

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

Transaction	From	To	Pattern	Announced	Reported Assets
Journey Strategic Wealth	Journey Strategic Wealth	Hightower	Acquisition	March 4, 2026	$5.0B

Registration history

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

Firm	Channel	From	To
HIGHTOWER ADVISORS, LLC	Investment adviser	April 23, 2026	Current
HIGHTOWER SECURITIES, LLC	Broker-dealer	April 1, 2026	Current
JOURNEY STRATEGIC WEALTH LLC	Investment adviser	January 25, 2021	April 8, 2026
DYNASTY WEALTH MANAGEMENT, LLC	Investment adviser	April 13, 2016	December 19, 2018
DYNASTY SECURITIES, LLC	Broker-dealer	March 21, 2013	April 11, 2016
PURSHE KAPLAN STERLING INVESTMENTS	Broker-dealer	December 3, 2010	April 8, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Investment adviser	October 23, 2009	December 14, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	October 23, 2009	December 14, 2010
BANC OF AMERICA INVESTMENT SERVICES, INC.	Investment adviser	January 13, 2004	October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.	Broker-dealer	August 18, 2003	October 23, 2009
BANC OF AMERICA SECURITIES LLC	Broker-dealer	April 12, 2001	August 20, 2003
ING BARINGS LLC	Broker-dealer	October 30, 1997	April 18, 2001
BEAR, STEARNS & CO. INC.	Broker-dealer	October 2, 1987	October 2, 1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION	Broker-dealer	July 28, 1986	November 3, 1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	September 23, 1980	August 18, 1986

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.