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Advisor at HIGHTOWER ADVISORS, LLC
Marlton, NJ | CHICAGO, IL
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 | Aug 15, 2023 | n/a | yes | CHICAGO, IL|Marlton, NJ | Current employment |
| MEYER CAPITAL GROUP | Former SEC adviser | Jan 6, 2022 | Sep 28, 2023 | no | MARLTON, NJ|HORSHAM, PA|HORSHAM, PA | Previous registration |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Independent wealth | Oct 16, 2020 | Dec 3, 2021 | no | BLUE BELL, PA | Previous registration |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 28, 2019 | Nov 2, 2020 | no | WARREN, NJ|PLYMOUTH, MN | Previous registration |
| AEPG WEALTH STRATEGIES | Former SEC adviser | Nov 9, 2017 | Oct 2, 2019 | no | WARREN, NJ | Previous registration |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Independent wealth | Apr 7, 2014 | Oct 13, 2017 | no | BLUE BELL, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEYER CAPITAL GROUP | HIGHTOWER ADVISORS, LLC | Sep 28, 2023 | Aug 15, 2023 | -44 | Firm change after gap | RIA to ibd |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | MEYER CAPITAL GROUP | Dec 3, 2021 | Jan 6, 2022 | 34 | Firm change | RIA to RIA |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Nov 2, 2020 | Oct 16, 2020 | -17 | Firm change | Ibd to RIA |
| AEPG WEALTH STRATEGIES | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 2, 2019 | Oct 28, 2019 | 26 | Firm change | RIA to ibd |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | AEPG WEALTH STRATEGIES | Oct 13, 2017 | Nov 9, 2017 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109859:116407:NJ:2019-10-02 | Oct 2, 2019 | Oct 28, 2019 | WARREN, NJ | Firm change |