Advisor moves

Arrivals at Hightower Advisors, 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.

AdvisorFromToTypeLeftRegistered
Jonathan Scott DrubnerLindbrook Capital, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2025Jul 2, 2025
Luke CroftsLindbrook Capital, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2025Jul 2, 2025
Jennifer SmallCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 27, 2025Aug 20, 2025
Maddie Michelle WatsonDavenport & Company LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 21, 2025Oct 27, 2025 (67 d)
Lukas DuffyOsaic Wealth, Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2025Aug 21, 2025
Tamara AndersonStrategic Advisers LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2025Apr 22, 2026 (251 d)
Kyra D MeachRobert W. Baird & Co. Incorporated mixed wealthHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 9, 2025Aug 5, 2025
Erick Byrum DahlSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2025Jul 2, 2025
Casey J VogelSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2025Jul 7, 2025
Brian Michael BergmanSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2025Jul 12, 2025
Jeffrey Scott DunnSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2025Jul 2, 2025
Matthew Thomas ConwayLPL Financial LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 4, 2025Aug 6, 2025
Weston Alan PollockSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 8, 2025
Christopher LottSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 7, 2025
Steven Wayne AnglinSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 8, 2025
Dan C. DrummondSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 7, 2025
David CamarilloSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 7, 2025
Debra Faye SelvidgeSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 7, 2025
Roger Vincent MeadorsSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jun 30, 2025
John S SniderSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 8, 2025
Tara Marie WilliamsSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 3, 2025
Wayne WorthingtonSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 7, 2025
William Pierce GlennSmith Anglin Financial, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2025Jul 9, 2025
Karen Jennifer FortunatoAmeriprise Financial Services, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2025Jul 16, 2025
Matthew PascaleStrategic Advisers LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 8, 2025Jul 8, 2025
Derech BachmannStrategic Advisers LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 3, 2025Sep 8, 2025 (67 d)
Brady Wayne PeatPrairieview Partners, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2025May 28, 2025
Ryan RickusLPL Financial LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 23, 2025Jun 6, 2025
Peter SheenKnights Of Columbus Asset Advisors LLC institutionalHightower Advisors, LLC BD affiliatedOtherJun 20, 2025Jun 30, 2025
Nicholas L GerberCerity Partners LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 2, 2025Sep 10, 2025 (100 d)
Mitchell ItoAspiriant, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 28, 2025Jun 10, 2025
Caroline GabigLPL Financial LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 21, 2025May 21, 2025
Ashley Rose LawwillOsaic Wealth, Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 12, 2025Jun 9, 2025
Michael A. WinakerUBS Financial Services Inc. wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 6, 2025May 5, 2025
Irina KatsihtisMorgan Stanley wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 2, 2025Feb 10, 2026 (284 d)
Daniel Dongmin KimNorthcoast Asset Management LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 29, 2025May 28, 2025
Anastasia Katharina WieseGrand Wealth Management, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2025May 7, 2025
Amanda Elizabeth CaruthM1 Advisory no RAUMHightower Advisors, LLC BD affiliatedOtherApr 23, 2025Jul 23, 2025 (91 d)
Matthew MckibbenEdward Jones national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 21, 2025Aug 14, 2025 (115 d)
David Samuel WarhoftigAmericana Partners, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2025Nov 13, 2025 (210 d)
Theodore TrottmanRfg Advisory, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2025Apr 25, 2025
Robert Charles HannonCitizens Securities, Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 15, 2025Jun 18, 2025 (64 d)
Camille FordeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 14, 2025Apr 23, 2025
Dominic SandsCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 10, 2025Jul 29, 2025 (110 d)
Lauren Mary JamroseRobert W. Baird & Co. Incorporated mixed wealthHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2025Apr 9, 2025
Jordan DechtmanDechtman Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2025Feb 6, 2025
Samuel DechtmanDechtman Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2025Feb 4, 2025
Adam DechtmanDechtman Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2025Feb 8, 2025
Johnathan D FincherOppenheimer & Co. Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 21, 2025Apr 23, 2025 (33 d)
George Breckinridge CauffmanVanguard Advisers, Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 13, 2025Apr 29, 2025 (47 d)
Matthew MissonStifel, Nicolaus & Company, Incorporated national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 27, 2025Mar 18, 2025
Julian Gray BellPlante Moran Financial Advisors independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 26, 2025Apr 29, 2025 (62 d)
Ryan Louis StatonAllgen Financial Advisors, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 24, 2025Aug 14, 2025 (171 d)
Evan EberlyRBC Capital Markets, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 19, 2025Feb 20, 2025
Laura Elaine BrantleyWealth Enhancement Advisory Services, LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 18, 2025Feb 25, 2025
Carlos Eduardo MejiaCrestmont Private Wealth LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2025Mar 4, 2025
Tam Phuong DiepJ.P. Morgan Securities LLC wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 14, 2025Feb 24, 2025
Jarod RuckerNorthwestern Mutual Investment Services,LLC no RAUMHightower Advisors, LLC BD affiliatedOtherFeb 5, 2025Feb 4, 2025
Daniel James BudingerFinancial Planning And Information Services, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2025Jan 2, 2025
Ryan Brent WempeFinancial Planning And Information Services, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2025Jan 3, 2025
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1,009 moves match.