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Advisor at HIGHTOWER ADVISORS, LLC
Memphis, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Feb 28, 2025 | n/a | yes | Memphis, TN | Current employment |
| GREEN SQUARE WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 15, 2019 | Jul 1, 2019 | no | Memphis, TN | Previous registration |
| STEEL GROVE CAPITAL ADVISORS, LLC | Independent wealth | Sep 12, 2018 | Feb 1, 2019 | no | MEMPHIS, TN | Previous registration |
| G2 ADVISORS, LLC | n/a | Jan 20, 2005 | May 18, 2006 | no | MEMPHIS, TN | Previous registration |
| STEEL GROVE CAPITAL ADVISORS, LLC | Independent wealth | Jan 20, 2004 | Dec 31, 2017 | no | MEMPHIS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREEN SQUARE WEALTH MANAGEMENT, LLC | HIGHTOWER ADVISORS, LLC | Jul 1, 2019 | Feb 28, 2025 | 2,069 | Firm change after gap | RIA to ibd |
| STEEL GROVE CAPITAL ADVISORS, LLC | GREEN SQUARE WEALTH MANAGEMENT, LLC | Feb 1, 2019 | Feb 15, 2019 | 14 | Firm change | RIA to RIA |
| STEEL GROVE CAPITAL ADVISORS, LLC | G2 ADVISORS, LLC | Dec 31, 2017 | Jan 20, 2005 | -4,728 | Firm change after gap | Other |
| G2 ADVISORS, LLC | STEEL GROVE CAPITAL ADVISORS, LLC | May 18, 2006 | Sep 12, 2018 | 4,500 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297048:145323:TN:2019-07-01 | Jul 1, 2019 | Feb 28, 2025 | MEMPHIS, TN | Firm change after gap |
| 115231:297048:TN:2019-02-01 | Feb 1, 2019 | Feb 15, 2019 | MEMPHIS, TN | Firm change |
| 115231:132163:TN:2017-12-31 | Dec 31, 2017 | Jan 20, 2005 | MEMPHIS, TN | Firm change after gap |