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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL | Burlington, 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 |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Aug 25, 2025 | n/a | yes | BIRMINGHAM, AL|Burlington, MA | Current employment |
| FRANK ADVISING LLC | n/a | Mar 25, 2025 | Oct 9, 2025 | no | BEDFORD, MA | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Oct 18, 2019 | Jan 30, 2025 | no | Lexington, MA | Previous registration |
| LEXINGTON WEALTH MANAGEMENT, INC. | Former SEC adviser | Apr 21, 2010 | Dec 31, 2019 | no | LEXINGTON, MA | Previous registration |
| CALIBRE ADVISORY SERVICES INC. | n/a | Jan 3, 2005 | May 3, 2010 | no | WALTHAM, MA | Previous registration |
| TANAGER FINANCIAL SERVICES INC | n/a | Jan 1, 1997 | Dec 16, 2004 | no | WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRANK ADVISING LLC | EVERSOURCE WEALTH ADVISORS, LLC | Oct 9, 2025 | Aug 25, 2025 | -45 | Firm change after gap | Other |
| HIGHTOWER ADVISORS, LLC | FRANK ADVISING LLC | Jan 30, 2025 | Mar 25, 2025 | 54 | Firm change | Other |
| 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. | May 3, 2010 | Apr 21, 2010 | -12 | Firm change | Other |
| TANAGER FINANCIAL SERVICES INC | CALIBRE ADVISORY SERVICES INC. | Dec 16, 2004 | Jan 3, 2005 | 18 | 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 |