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 |
|---|---|---|---|---|---|
| Darrell Lane Horn | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | Feb 28, 2025 (2069 d) |
| Woodson Cary Whitehead | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| Mallory Kate Podesta | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| Elizabeth Summitt Gordon | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| John Edward Francis | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | Jan 2, 2025 (2012 d) |
| James David Duke | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| Michael Edward Leonetti | Leonetti & Associates, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2019 | Sep 5, 2018 |
| Robin Lee Stone | Leonetti & Associates, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2019 | Sep 5, 2018 |
| Deborah Lynn Feldman | Leonetti & Associates, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2019 | Sep 5, 2018 |
| Sherwin Marvin Lesk | Leonetti & Associates, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2019 | Sep 5, 2018 |
| David Alan Jutovsky | Leonetti & Associates, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2019 | Sep 5, 2018 |
| Matthew James Terrien | Cresset Asset Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2019 | Nov 5, 2025 (2345 d) |
| Gordon Y Lau | Invesco Advisers, Inc. asset manager | Hightower Advisors, LLC BD affiliated | Other | May 31, 2019 | Jan 21, 2020 (235 d) |
| Joseph B Levine | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 8, 2019 | Jun 16, 2025 (2231 d) |
| David Lawrence Zoll | Dominari Securities LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2019 | Mar 18, 2021 (685 d) |
| Sarah A Pifer | Dominari Securities LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2019 | Mar 18, 2021 (685 d) |
| Nicole Ann Engel | Astor Investment Management LLC mixed wealth | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2019 | Oct 25, 2019 (176 d) |
| Jessica Lynn Bernhardt | Wells Fargo Advisors wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 30, 2019 | Nov 21, 2019 (205 d) |
| Erick John Roshelli | Td Ameritrade Investment Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 4, 2019 | Apr 3, 2019 |
| Erick John Roshelli | Td Ameritrade, Inc. no RAUM | Hightower Advisors, LLC BD affiliated | Other | Apr 4, 2019 | Apr 3, 2019 |
| Asher Jonathan Lamoureux Booz | Charles Schwab & Co., Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2019 | Oct 30, 2021 (942 d) |
| Ben Rollins Wilson | Wealthtrust Arizona independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2019 | Nov 21, 2018 |
| Paul Anthony Ahern | Wealthtrust Arizona independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2019 | Nov 21, 2018 |
| Brent Connor Mcquiston | Wealthtrust Arizona independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2019 | Nov 14, 2018 |
| Michael Lee Bowen | Wealthtrust Arizona independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2019 | Nov 14, 2018 |
| Michael Orion Becker | MML Investors Services, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2019 | Apr 18, 2019 (31 d) |
| Sabrina Abdelaaty | Sax Wealth Advisors, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2019 | Jul 16, 2019 (162 d) |
| Sean William Latimer | Morgan Stanley wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2019 | Jan 8, 2026 (2555 d) |
| Aaron Louis Zises | U.S. Bancorp Investments, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2019 | Dec 20, 2018 |
| John Coleman Dawson | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Dec 6, 2018 |
| William Scott Hill | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Fred Leckie Williams | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| James Michael Maida | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Sep 3, 2019 (246 d) |
| J Matthew Newtown | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Timothy Michael Conway | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Stephen Dewalch Strake | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Amy Renee Cousin-Lancaster | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Craig Chambers Dawson | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Michael Karl Mithoff | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| James Griffin Mcginness | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Jeiccy James Hakim | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Heinrich Grobler | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Alexandra Mcmaken Kantalis | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Sep 3, 2019 (246 d) |
| Brian Wayne Joiner | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Shelby Elizabeth Soule | Hightower Private Client independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Nov 29, 2018 |
| Jennifer K Maher | J.P. Morgan Securities LLC wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2018 | Dec 3, 2018 |
| Clarissa Candelario | Coldstream Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 12, 2018 | Nov 9, 2018 |
| Gina Martinez | Eagle Strategies LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2018 | Feb 14, 2021 (839 d) |
| Arielle Koganski | B. Riley Wealth Advisors, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2018 | Mar 18, 2021 (911 d) |
| Jennifer Johnston | Wells Fargo Advisors wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 28, 2018 | Sep 7, 2018 |
| Anthony Bosco | Wells Fargo Advisors wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 14, 2018 | Nov 15, 2018 (93 d) |
| Charles Sebastian Claussen | Pruco Securities, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2018 | Aug 17, 2018 |
| Ajaydeep Singh | Northwestern Mutual Investment Services,LLC no RAUM | Hightower Advisors, LLC BD affiliated | Other | Jul 24, 2018 | Jun 5, 2020 (682 d) |
| Katherine Anne Derisson | Edward Jones national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2018 | Aug 31, 2018 (47 d) |
| Alexander H Dardick | Trilogy Capital, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 3, 2018 | Jul 2, 2020 (730 d) |
| Bradley Howard Bofford | Securities America Advisors, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2018 | May 31, 2018 |
| Michael Allen Flower | Securities America Advisors, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2018 | May 31, 2018 |
| Daniel Gerald Trout | Securities America Advisors, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2018 | May 31, 2018 |
| Michael Joseph Dimola | Securities America Advisors, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2018 | Feb 3, 2026 (2804 d) |
| Mckenzie Lynn Ebbesen | M. J. Smith And Associates independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2018 | May 30, 2018 |