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Advisor at HIGHTOWER ADVISORS, LLC
Lexington, MA
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 |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Oct 18, 2019 | n/a | yes | Lexington, MA | Current employment |
| LEXINGTON WEALTH MANAGEMENT, INC. | Former SEC adviser | Mar 21, 2012 | Dec 31, 2019 | no | LEXINGTON, MA | Previous registration |
| CALIBRE ADVISORY SERVICES INC. | n/a | Dec 17, 2004 | Oct 15, 2010 | no | WALTHAM, MA | Previous registration |
| TANAGER FINANCIAL SERVICES INC | n/a | Mar 28, 2002 | Dec 16, 2004 | no | WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEXINGTON WEALTH MANAGEMENT, INC. | HIGHTOWER ADVISORS, LLC | Dec 31, 2019 | Oct 18, 2019 | -74 | Firm change after gap | RIA to ibd |
| CALIBRE ADVISORY SERVICES INC. | LEXINGTON WEALTH MANAGEMENT, INC. | Oct 15, 2010 | Mar 21, 2012 | 523 | Firm change after gap | Other |
| TANAGER FINANCIAL SERVICES INC | CALIBRE ADVISORY SERVICES INC. | Dec 16, 2004 | Dec 17, 2004 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 135507:145323:MA:2019-12-31 | Dec 31, 2019 | Oct 18, 2019 | LEXINGTON, MA | Firm change after gap |