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Advisor at CAPITAL CITY WEALTH MANAGEMENT, INC.
BISMARCK, ND | Westlake, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPITAL CITY WEALTH MANAGEMENT, INC. | Independent wealth | Aug 11, 2025 | n/a | yes | BISMARCK, ND|Westlake, OH | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | May 20, 2019 | Aug 18, 2025 | no | Cleveland, OH | Previous registration |
| SPERO-SMITH INVESTMENT ADVISERS, INC. | Former SEC adviser | May 15, 2015 | Oct 7, 2016 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | CAPITAL CITY WEALTH MANAGEMENT, INC. | Aug 18, 2025 | Aug 11, 2025 | -7 | Firm change | Ibd to RIA |
| SPERO-SMITH INVESTMENT ADVISERS, INC. | HIGHTOWER ADVISORS, LLC | Oct 7, 2016 | May 20, 2019 | 955 | Firm change after gap | Other |