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Advisor at HIGHTOWER ADVISORS, LLC
CHICAGO, IL | DALLAS, TX
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 | Jul 2, 2025 | n/a | yes | CHICAGO, IL|DALLAS, TX | Current employment |
| SMITH ANGLIN FINANCIAL, LLC | Former SEC adviser | Jul 3, 2023 | Aug 8, 2025 | no | DALLAS, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Nov 19, 2019 | Jun 9, 2023 | no | PLANO, TX|PLANO, TX | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Dec 1, 2017 | Nov 15, 2019 | no | Frisco, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SMITH ANGLIN FINANCIAL, LLC | HIGHTOWER ADVISORS, LLC | Aug 8, 2025 | Jul 2, 2025 | -37 | Firm change after gap | RIA to ibd |
| FISHER INVESTMENTS | SMITH ANGLIN FINANCIAL, LLC | Jun 9, 2023 | Jul 3, 2023 | 24 | Firm change | RIA to RIA |
| ADVICE AND PLANNING SERVICES | FISHER INVESTMENTS | Nov 15, 2019 | Nov 19, 2019 | 4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144386:145323:TX:2025-07-30 | Aug 8, 2025 | Jul 2, 2025 | DALLAS, TX | Firm change after gap |