DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Glenn Edward Frank

Eversource Wealth Advisors, LLCindependent RIABirmingham, Al IA-onlyIAPD 4358492

Personal Financial Specialist

Feed of 09/15/2026

Also filed as Glenn E. Frank

At current firm

1 y

since Aug 25, 2025

In the industry

29 y

since Jan 1, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisor Frank & Flanagan Wealth Advisorsreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026
Business email: gfrank@frankandflanagan.comreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Eversource Wealth Advisors, LLC independent RIA current
since Aug 25, 2025 · Birmingham, Al
Frank Advising LLC unclassified
Mar 25, 2025 to Oct 9, 2025 · Bedford, Ma
Hightower Advisors, LLC BD affiliated
Oct 18, 2019 to Jan 30, 2025 · Lexington, Ma
Lexington Wealth Management, Inc. former
Apr 21, 2010 to Dec 31, 2019 · Lexington, Ma
Calibre Advisory Services Inc. unclassified
Jan 3, 2005 to May 3, 2010 · Waltham, Ma
Tanager Financial Services Inc unclassified
Jan 1, 1997 to Dec 16, 2004 · Waltham, Ma

Moves

a registration end followed by a registration begin elsewhere

Frank Advising LLC to Eversource Wealth Advisors, LLC
left Oct 9, 2025, registered Aug 25, 2025 (-45 days) · Other
Hightower Advisors, LLC to Frank Advising LLC
left Jan 30, 2025, registered Mar 25, 2025 (54 days) · Other
Lexington Wealth Management, Inc. to Hightower Advisors, LLC
left Dec 31, 2019, registered Oct 18, 2019 (-74 days) · RIA to affiliated broker-dealer or bank · moved with a team
Calibre Advisory Services Inc. to Lexington Wealth Management, Inc.
left May 3, 2010, registered Apr 21, 2010 (-12 days) · Other
Tanager Financial Services Inc to Calibre Advisory Services Inc.
left Dec 16, 2004, registered Jan 3, 2005 (18 days) · Other

Signals

Glenn Edward Frank left Frank Advising Llc for Eversource Wealth Advisors, Llc (registered 2025-08-25)
Oct 9, 2025 · Advisor changed firm · fact
Glenn Edward Frank left Hightower Advisors, Llc for Frank Advising Llc (registered 2025-03-25)
Jan 30, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address