DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Vigilant 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lawrence A Blaisdell | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2023 | Jun 30, 2023 |
| Izabela Hallett | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Jeffrey Folsom Carlisle | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| James Hadley Oconnor | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Christopher Penfield | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Alexander Pantalone | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| James Holler | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Scott David Sorensen | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Christopher Helm Lyford | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Daniel Mulkern | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| William F Clifford | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Jean Trim | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Samuel Witherspoon | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Ann Marie Mohammad | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Hope Martin | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Hannah Lindsey Santy | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Amelia Mccarthy | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Stephanie A Dunbar | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Colin Patrick Kelley | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Micah Davis-Johnson | Vigilant Wealth Management independent RIA | Aries Wealth Management, LLC independent RIA | RIA to RIA | Mar 30, 2021 | Mar 5, 2021 |
| Andrew Douglas Kalman | Vigilant Wealth Management other | Salem Investment Counselors Inc independent RIA | Other | Jul 13, 2015 | Jan 20, 2026 (3844 d) |
Page 1 of 1
21 moves match.