DFX Intelligence
Advisor moves
Arrivals at Hightower Advisors, LLCWhat a move isA 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.
1,043 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joanne Marie Laessig | UBS Financial Services Inc. wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 2, 2020 | Apr 3, 2020 |
| Kristor John Lawson | Schultz Collins independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Feb 21, 2020 |
| Kenneth Alan Clift | Schultz Collins independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Feb 20, 2020 |
| Jeremy Scott Wolf | Schultz Collins independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Feb 11, 2020 |
| Matthew Scott Eckman | Schultz Collins independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Feb 21, 2020 |
| Huy Duc Lam | Schultz Collins independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Feb 11, 2020 |
| Jennifer May Weir | Schultz Collins independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Feb 20, 2020 |
| Christopher Lee Perego | Crestmont Private Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2020 | Jul 20, 2021 (484 d) |
| Ryan Torguson | RBC Capital Markets, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 1, 2020 | Jan 13, 2020 |
| Francesca M Bolton | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 27, 2020 | Feb 18, 2020 |
| Jaimee Lynn Farrington | Morgan Stanley wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 21, 2020 | Feb 12, 2020 |
| Jonathan Harper | Altman Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 10, 2020 | Jan 10, 2020 |
| Kristine Marie Porcaro | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Mark Stephen Carley | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 30, 2019 |
| Michael Stephen Tucci | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Glenn Edward Frank | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Frank Anthony Censullo | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Kerry Henry Luria | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| George Edward Bouton | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| James Leo Hastings | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Jason Daniel Hastings | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Aaron Mark Derderian | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Susan Lyn Panduku | Lexington Wealth Management, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Oct 18, 2019 |
| Eric L Wilson | Equitable Advisors, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2019 | Mar 18, 2021 (482 d) |
| Stephen Charles Potts | Mora Capital Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 28, 2019 | Oct 24, 2019 |
| Patricia Lynn Brady | Principle Wealth independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 25, 2019 | Nov 24, 2020 (396 d) |
| Joseph Edward Fortunato | Advice And Planning Services BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2019 | Jan 15, 2020 (83 d) |
| Emily Ann Drake | Fairport Asset Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | May 13, 2019 |
| Andrew Robert Connors | Fairport Asset Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | May 13, 2019 |
| Christopher Raymond Isabella | Fairport Asset Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | May 14, 2019 |
| Thomas Arthur Seifert | Fairport Asset Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | May 14, 2019 |
| Peter Patrick Devito | Fairport Asset Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | May 14, 2019 |
| Emily Nicole Shacklett | Fairport Asset Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | May 14, 2019 |
| Michael Camiliere | William Blair & Company L.L.C. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2019 | Sep 3, 2019 |
| Erik Pedersen | UBS Financial Services Inc. wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 19, 2019 | Aug 13, 2019 |
| Alexander M Cargal | Morgan Stanley wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 19, 2019 | Aug 15, 2024 (1823 d) |
| B. Blaine Lourd | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jan 2, 2025 (1974 d) |
| Gary Steven Hirschfeld | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Peter Johnston Wright | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Solomon Cartier | Usaa Investment Services Company BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2019 | Feb 5, 2021 (547 d) |
| Palmer Neville Murray | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 16, 2019 |
| Jennifer Vallee Enlow | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Keith Fraser Mckenzie | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jan 1, 2025 (1973 d) |
| Darren Michael Reinig | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Helen Shih Chu-Suwarnasarn | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Feb 6, 2024 (1643 d) |
| Richard Campbell Johnston Nott | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Michael Jihyuk Lee | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Feb 3, 2026 (2371 d) |
| Brendan Lauder Mcewan | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Margoth Romero | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Cynthia Edythe Gatlin | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Daniel James Goldstein | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Susan S Yang | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Gregory Jerome Jankowski | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jan 1, 2025 (1973 d) |
| Eden Jiwon Chang | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Alexandria Nicole Harris | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Stephanie Schaaf | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jan 8, 2025 (1980 d) |
| Charlotte Clare Berry | Lourdmurray independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jan 2, 2026 (2339 d) |
| Joshua Keith Harlan | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Jul 15, 2019 |
| Vayahn Onuselogu | J.P. Morgan Securities LLC wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 1, 2019 | Jun 3, 2023 (1402 d) |
| Stephanie Ellen Bryan | Delphi Private Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 15, 2019 | Jul 16, 2019 |