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.

Advisor moves

Departures from Highland Private Wealth Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
John Chris ChristiansonHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Sep 30, 2022
Michael GreeneHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Sep 30, 2022
Benjamin Richard JohnsonHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Colleen KroegerHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Benjamin WicksHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Michael Lee MilojevichHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Jeffrey Warren EdgbertHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Rebecca MilesHighland Private Wealth Management independent RIALnw independent RIARIA to RIAOct 25, 2022Oct 13, 2022
Jaeseung ChangHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Saloni GuptaHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Kaylee Marie TurinHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Randy LundyHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Nemanja GrujicicHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Cassandra Grace BrownHighland Private Wealth Management independent RIALnw independent RIARIA to RIADec 20, 2021Mar 3, 2022 (73 d)
Betsy Joann ColeHighland Private Wealth Management independent RIAThe Clarius Group, LLC independent RIARIA to RIANov 19, 2021Dec 12, 2021
Jeffrey Norman PowellHighland Private Wealth Management otherCornerstone Wealth otherOtherNov 6, 2015Jun 8, 2016 (215 d)
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16 moves match.