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Advisor at HIGHTOWER ADVISORS, LLC
Ambler, PA | AMBLER, PA | 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 | Sep 3, 2026 | n/a | yes | CHICAGO, IL|Ambler, PA | Current employment |
| VALLEY FINANCIAL GROUP | Independent wealth | Apr 13, 2021 | n/a | yes | AMBLER, PA | Current employment |
| H. BECK, INC. | Former SEC adviser | Sep 9, 2016 | Mar 31, 2021 | no | Flourtown, PA | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Aug 11, 2014 | Sep 6, 2016 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| H. BECK, INC. | VALLEY FINANCIAL GROUP | Mar 31, 2021 | Apr 13, 2021 | 13 | Firm change | Ibd to new firm |
| BRINKER CAPITAL INC | H. BECK, INC. | Sep 6, 2016 | Sep 9, 2016 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1763:312254:PA:2021-03-31 | Mar 31, 2021 | Apr 13, 2021 | FLOURTOWN, PA | Firm change |