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Advisor at WEALTHSPIRE ADVISORS
Seattle, WA
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 |
|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS | Independent wealth | Sep 9, 2026 | n/a | yes | Seattle, WA | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Jun 14, 2024 | Jun 15, 2026 | no | Bellevue, WA|CHICAGO, IL | Previous registration |
| BRIGHTON JONES LLC | Independent wealth | Mar 14, 2023 | Oct 9, 2023 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | WEALTHSPIRE ADVISORS | Jun 15, 2026 | Sep 9, 2026 | 86 | Firm change | Ibd to RIA |
| BRIGHTON JONES LLC | HIGHTOWER ADVISORS, LLC | Oct 9, 2023 | Jun 14, 2024 | 249 | Firm change | RIA to ibd |