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 Highline Wealth Management, LLC

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
Jay Michael Weinstein	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
William Brian Schwartz	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Christopher Geddy Hill	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Michele Gabrielle Walthert	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Ashley Elyse Iddings	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Megan Ann Bleil	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Timothy Richard Hughes	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Max Joseph Meltzer	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Grant Michael Ruder	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Robin A Dobbs	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Myka Bradley Koenen	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Christopher Colin Kiessling	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Alia Elizabeth Wagenhoffer	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Dec 16, 2015	Sep 22, 2015
Gary Richard Sobelman	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Sep 1, 2015	Sep 22, 2015
Aviva Shrock Pinto	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Sep 1, 2015	Sep 22, 2015
Scott Nathaniel Brody	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Sep 1, 2015	Sep 22, 2015
Michael T Moriarty	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Sep 1, 2015	Apr 20, 2016 (232 d)
Howard Paul Offit	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Sep 1, 2015	Apr 5, 2016 (217 d)
Dmitriy Katsnelson	Highline Wealth Management, LLC other	Wealthspire Advisors other	Other	Sep 1, 2015	Sep 22, 2015
Abigail Anne Bennett	Highline Wealth Management, LLC other	Carolinas Investment Consulting LLC other	Other	Jul 28, 2015	Sep 10, 2015 (44 d)
Lindsay Garland Shetterly	Highline Wealth Management, LLC other	Glassman Wealth Services, LLC other	Other	Jul 29, 2014	Aug 13, 2014
Michael Alan Ness	Highline Wealth Management, LLC other	Fieldstone Financial Management Group, LLC other	Other	May 19, 2014	Jul 15, 2014 (57 d)
Elizabeth Steiner Clough	Highline Wealth Management, LLC other	Rembert Pendleton Jackson other	Other	Sep 15, 2011	Jun 25, 2012 (284 d)
Michael Joseph Sellers	Highline Wealth Management, LLC other	Fidelis Capital independent RIA	Other	Oct 31, 2008	Jan 5, 2024 (5544 d)
Anthony Stanley Waskiewicz	Highline Wealth Management, LLC other	Ior institutional	Other	Nov 27, 2007	Jan 14, 2021 (4797 d)

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25 moves match.