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RIA / WealthAdvisorCertified Financial Planner12 years in industry

JOEL MATTHEW DAVIS

Advisor at HIGHTOWER ADVISORS, LLC

Marlton, NJ | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76798c1f-1e29-ce8b-d7b9-6282ab90cbc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 27, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HIGHTOWER ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 13, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 13, 2014
First registration: Jan 27, 2020
Dual registered: no
IAPD individual key: 6360277

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Dec 6, 2023	n/a	yes	Marlton, NJ\|CHICAGO, IL	Current employment
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Former SEC adviser	Jan 20, 2023	Oct 30, 2023	no	MOORESTOWN, NJ	Previous registration
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Former SEC adviser	Jan 19, 2022	Dec 31, 2022	no	MOORESTOWN, NJ	Previous registration
CWM, LLC	Bd affiliated wealth	Feb 1, 2021	Oct 17, 2023	no	Moorestown, NJ\|OMAHA, NE	Previous registration
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Former SEC adviser	Jan 27, 2020	Dec 31, 2021	no	MOORESTOWN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	HIGHTOWER ADVISORS, LLC	Oct 30, 2023	Dec 6, 2023	37	Firm change	RIA to ibd
CWM, LLC	MAIN STREET FINANCIAL LIFE ADVISORS, LLC	Oct 17, 2023	Jan 19, 2022	-636	Firm change after gap	Ibd to RIA
MAIN STREET FINANCIAL LIFE ADVISORS, LLC	CWM, LLC	Dec 31, 2021	Feb 1, 2021	-333	Firm change after gap	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118544:155344:NJ:2021-12-31	Dec 31, 2021	Feb 1, 2021	MOORESTOWN, NJ	Firm change after gap

Relationships

Registered with (3)

→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: current employment
Dec 6, 2023 to presentfactForm ADV
→ MAIN STREET FINANCIAL LIFE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 20, 2023 to Oct 30, 2023factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 1, 2021 to Oct 17, 2023factForm ADV

Dated events

Occurred
Oct 30, 2023
Advisor changed firm
Joel Matthew Davis left Main Street Financial Life Advisors, Llc for Hightower Advisors, Llc (registered 2023-12-06)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Joel Matthew Davis left Cwm, Llc for Main Street Financial Life Advisors, Llc (registered 2022-01-19)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76798c1f-1e29-ce8b-d7b9-6282ab90cbc8
First observed: Jan 27, 2020
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOEL MATTHEW DAVIS

Advisor at HIGHTOWER ADVISORS, LLC

Marlton, NJ | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76798c1f-1e29-ce8b-d7b9-6282ab90cbc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HIGHTOWER ADVISORS, LLC

Bd affiliated wealth

Dec 6, 2023

n/a

yes

Marlton, NJ|CHICAGO, IL

Current employment

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Former SEC adviser

Jan 20, 2023

Oct 30, 2023

MOORESTOWN, NJ

Previous registration

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Former SEC adviser

Jan 19, 2022

Dec 31, 2022

MOORESTOWN, NJ

Previous registration

CWM, LLC

Bd affiliated wealth

Feb 1, 2021

Oct 17, 2023

Moorestown, NJ|OMAHA, NE

Previous registration

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Former SEC adviser

Jan 27, 2020

Dec 31, 2021

MOORESTOWN, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

HIGHTOWER ADVISORS, LLC

Oct 30, 2023

Dec 6, 2023

Firm change

RIA to ibd

CWM, LLC

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Oct 17, 2023

Jan 19, 2022

-636

Firm change after gap

Ibd to RIA

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

CWM, LLC

Dec 31, 2021

Feb 1, 2021

-333

Firm change after gap

RIA to ibd

Team

Left

Joined

From

Kind

118544:155344:NJ:2021-12-31

Dec 31, 2021

Feb 1, 2021

MOORESTOWN, NJ

Firm change after gap