DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HIGHTOWER ADVISORS, LLC
Houston, TX | 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 | Jul 20, 2021 | n/a | yes | Houston, TX|CHICAGO, IL | Current employment |
| CRESTMONT PRIVATE WEALTH LLC | Independent wealth | May 31, 2019 | Mar 23, 2020 | no | BOERNE, TX|Houston, TX|Houston, TX | Previous registration |
| AVONDALE WEALTH MANAGEMENT LLC | Independent wealth | Dec 7, 2017 | Sep 30, 2019 | no | WEST LAKE HILLS, TX|Houston, TX | Previous registration |
| SCF PRIVATE WEALTH HOLDINGS, LLC | Former SEC adviser | Jan 26, 2016 | Nov 18, 2016 | no | HOUSTON, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 26, 2012 | Sep 22, 2015 | no | RICHMOND, TX|HOUSTON, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Nov 8, 2010 | Aug 2, 2012 | no | HOUSTON, TX | Previous registration |
| HITHERLANE PARTNERS, LLC | n/a | Sep 10, 2007 | May 23, 2008 | no | HOUSTON, TX|BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESTMONT PRIVATE WEALTH LLC | HIGHTOWER ADVISORS, LLC | Mar 23, 2020 | Jul 20, 2021 | 484 | Firm change after gap | RIA to ibd |
| AVONDALE WEALTH MANAGEMENT LLC | CRESTMONT PRIVATE WEALTH LLC | Sep 30, 2019 | May 31, 2019 | -122 | Firm change after gap | RIA to RIA |
| SCF PRIVATE WEALTH HOLDINGS, LLC | AVONDALE WEALTH MANAGEMENT LLC | Nov 18, 2016 | Dec 7, 2017 | 384 | Firm change | Other |
| LPL FINANCIAL LLC | SCF PRIVATE WEALTH HOLDINGS, LLC | Sep 22, 2015 | Jan 26, 2016 | 126 | Firm change | Other |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | LPL FINANCIAL LLC | Aug 2, 2012 | Jul 26, 2012 | -7 | Firm change | Other |
| HITHERLANE PARTNERS, LLC | PNC MANAGED ACCOUNT SOLUTIONS, INC. | May 23, 2008 | Nov 8, 2010 | 899 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152590:304170:TX:2019-09-30 | Sep 30, 2019 | May 31, 2019 | HOUSTON, TX | Firm change after gap |