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Advisor at INDIVISIBLE PARTNERS
CLEARWATER, FL | Beaufort, SC
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 |
|---|---|---|---|---|---|---|
| INDIVISIBLE PARTNERS | Independent wealth | Jun 2, 2025 | n/a | yes | Beaufort, SC|CLEARWATER, FL | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Jul 22, 2024 | Jun 2, 2025 | no | Birmingham, AL|CHICAGO, IL | Previous registration |
| ROCKEFELLER CAPITAL MANAGEMENT | Bd affiliated wealth | Apr 22, 2024 | Jun 28, 2024 | no | Woodmere, OH | Previous registration |
| ROCKEFELLER CAPITAL MANAGEMENT | Bd affiliated wealth | Nov 22, 2019 | Jun 28, 2024 | no | Independence, OH|Beachwood, OH|NEW YORK, NY|Beachwood, OH|New York, NY|OAK BROOK, IL|Woodmere, OH|WOODMERE, OH|Woodmere, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 18, 2014 | Nov 25, 2019 | no | Pepper Pike, OH|Cleveland, OH|Pepper Pike, OH | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 21, 2007 | Jul 11, 2014 | no | Cleveland, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 12, 2004 | Feb 22, 2007 | no | PEPPER PIKE, OH|PEPPER PIKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | INDIVISIBLE PARTNERS | Jun 2, 2025 | Jun 2, 2025 | 0 | Firm change | Ibd to RIA |
| ROCKEFELLER CAPITAL MANAGEMENT | ROCKEFELLER CAPITAL MANAGEMENT | Jun 28, 2024 | Apr 22, 2024 | -67 | Channel change | Ibd to ibd |
| ROCKEFELLER CAPITAL MANAGEMENT | HIGHTOWER ADVISORS, LLC | Jun 28, 2024 | Jul 22, 2024 | 24 | Firm change | Ibd to ibd |
| MORGAN STANLEY | ROCKEFELLER CAPITAL MANAGEMENT | Nov 25, 2019 | Nov 22, 2019 | -3 | Firm change | Wirehouse to RIA |
| J.P. MORGAN SECURITIES LLC | MORGAN STANLEY | Jul 11, 2014 | Jun 18, 2014 | -23 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Feb 22, 2007 | Feb 21, 2007 | -1 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:291361:OH:2019-11-25 | Nov 25, 2019 | Nov 22, 2019 | PEPPER PIKE, OH | Firm change |