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Advisor at HIGHTOWER ADVISORS, LLC
San Clemente, CA
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 | Apr 8, 2026 | n/a | yes | San Clemente, CA | Current employment |
| JOURNEY STRATEGIC WEALTH LLC | Former SEC adviser | Apr 4, 2022 | Apr 8, 2026 | no | LONG ISLAND CITY, NY|SUMMIT, NJ|San Clemente, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | May 23, 2018 | Feb 24, 2022 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JOURNEY STRATEGIC WEALTH LLC | HIGHTOWER ADVISORS, LLC | Apr 8, 2026 | Apr 8, 2026 | 0 | Firm change | RIA to ibd |
| MORGAN STANLEY | JOURNEY STRATEGIC WEALTH LLC | Feb 24, 2022 | Apr 4, 2022 | 39 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310648:145323:CA:2026-04-08 | Apr 8, 2026 | Apr 8, 2026 | SAN CLEMENTE, CA | Firm change |