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Advisor at HILLTOP WEALTH & TAX SOLUTIONS
Chicago, IL | MISHAWAKA, IN
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 |
|---|---|---|---|---|---|---|
| HILLTOP WEALTH & TAX SOLUTIONS | Independent wealth | Feb 26, 2026 | n/a | yes | Chicago, IL|MISHAWAKA, IN | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Jun 16, 2021 | Feb 5, 2026 | no | Indianapolis, IN|Chicago, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 18, 2018 | Apr 19, 2021 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | HILLTOP WEALTH & TAX SOLUTIONS | Feb 5, 2026 | Feb 26, 2026 | 21 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SCHWAB WEALTH ADVISORY, INC. | Apr 19, 2021 | Jun 16, 2021 | 58 | Firm change | Other |