DFX Intelligence
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jacqueline Ann Lawrence | Financial Planning And Information Services, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Jan 2, 2025 |
| Rachel Dorothy Brown | Financial Planning And Information Services, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Jan 2, 2025 |
| Carl E Ekstrom | Financial Planning And Information Services, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Jan 2, 2025 |
| Brock Becker | Financial Planning And Information Services, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Jan 2, 2025 |
| Allison Buchholtz | Financial Planning And Information Services, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Jan 3, 2025 |
| Bradley Stephen Cammett | Fidelity Personal And Workplace Advisors BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2025 | Feb 21, 2025 (35 d) |
| William Andrew Bowling | Vanguard Advisers, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2025 | Jan 16, 2025 |
| Olivia Mackenzie Pauly | Cambridge Investment Research Advisors, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2025 | Jan 27, 2025 |
| Nkiruka Lazz-Onyenobi | Lincoln Investment independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Feb 12, 2025 (36 d) |
| Brett Allen Bonecutter | Emerson Equity LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Jan 14, 2025 |
| Kyle James Burns | The Rikoon Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Apr 21, 2021 |
| Contessa Maria Archuleta | The Rikoon Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Apr 21, 2021 |
| Stephanie Priscilla Bonillo | Wells Fargo Advisors wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 23, 2024 | Jan 14, 2025 |
| Jordan Michael Sandfer | Financial Advisors Network, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 20, 2024 | Jan 16, 2025 |
| Joshua Magette | Raymond James & Associates, Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2024 | Dec 16, 2024 |
| Derek William Hare | Pacific Peak Advisors, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2024 | Dec 10, 2024 |
| Benjamin Bantug Almeda | Charles Schwab & Co., Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2024 | Dec 4, 2024 |
| Patrick James Vasicovschi | Empower Advisory Group, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2024 | Dec 12, 2024 |
| Charles David Hyman | Charles D. Hyman & Company independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2024 | Mar 12, 2025 (107 d) |
| Celeste R Beale | Charles D. Hyman & Company independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2024 | Mar 24, 2025 (119 d) |
| Mark Robert Johnson | Maslow Wealth Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2024 | Aug 20, 2024 |
| Stephanie Temporiti | Flourish Wealth Management Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2024 | Jan 27, 2025 (118 d) |
| Kristen Caseley | Mariner Independent independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2024 | Dec 10, 2024 (70 d) |
| Kimberly R Clouse | Mariner Independent independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2024 | Oct 15, 2024 |
| Jon Paul Theriault | RBC Capital Markets, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2024 | Sep 18, 2024 |
| Kendra Gray | Hornor, Townsend & Kent, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2024 | Jul 16, 2025 (313 d) |
| Roger Sen Boon Lam | Wells Fargo Advisors wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2024 | Oct 11, 2024 (42 d) |
| Cole Brandon | Cuso Financial Services, L.P. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jan 1, 2025 (155 d) |
| Joel Pietila | Thrivent Investment Management Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2024 | Feb 14, 2025 (203 d) |
| Alexandra H Benas | Citigroup Global Markets Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2024 | Jul 9, 2024 |
| Jennifer Brucato | Asset Management Group, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2024 | Aug 7, 2024 |
| Kaleigh Stovall Shipman | Raymond James & Associates, Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2024 | Jul 11, 2024 |
| Christopher W Tieland | Rockefeller Capital Management BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2024 | Jul 22, 2024 |
| Paul Kenneth Dinicolantonio | Dopkins Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2024 | Jun 26, 2024 |
| Simon B Greenhalgh | Robert W. Baird & Co. Incorporated mixed wealth | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 23, 2024 | Aug 6, 2024 (75 d) |
| Meredith G Mussano | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 13, 2024 | Jan 2, 2026 (599 d) |
| Daryl Tyler Geffken | D.A. Davidson & Co. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2024 | Jun 12, 2024 (37 d) |
| Joshua James Klooz | Cwm, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2024 | Jan 2, 2026 (612 d) |
| Anthony Dominic Criscuolo | Palisades Hudson Asset Management, L.P. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2024 | Jul 26, 2024 (88 d) |
| Melissa Boyer | Moneta Group Investment Advisors, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 19, 2024 | May 28, 2024 (39 d) |
| Kevin Ellis-Rutherford | Cetera Planning Partners independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2024 | Apr 4, 2024 |
| Susan Kathleen Monaghan | Vanguard Advisers, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2024 | May 30, 2024 (51 d) |
| Michael Walsh | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2024 | Apr 3, 2024 |
| Teresa Lynn Dickey | Charles Schwab & Co., Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2024 | Apr 23, 2025 (411 d) |
| Andrew Prescott Dorman | J.P. Morgan Securities LLC wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 2, 2024 | Sep 30, 2025 (577 d) |
| Brian Michael Geary | Linwood Investment Advisors Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2024 | Sep 25, 2024 (211 d) |
| Connor Joseph Rosenecker | Linwood Investment Advisors Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2024 | Sep 30, 2022 |
| Jackson Sheputis | Rooted Wealth Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2024 | Jun 17, 2024 (112 d) |
| Kurt Ellis Helmich | Charles Schwab & Co., Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 16, 2024 | Feb 7, 2024 |
| Gloria Stepha Garcia Cisneros | Stratos Wealth Partners, Ltd BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Jun 11, 2024 (117 d) |
| William Cole Christian | LPL Financial LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2024 | Jan 25, 2024 |
| Michael Howard Davis | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 25, 2024 |
| Christopher Blair Driver | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Feb 11, 2026 (747 d) |
| Kimberly Ann Sterling | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 24, 2024 |
| Ernest Phillips | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 24, 2024 |
| Stephen Edward Mackall | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 9, 2025 (349 d) |
| Gregg Alexander Biro | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 24, 2024 |
| Amy Lynn Lasris Davis | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 24, 2024 |
| Michael Temerson Masur | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 24, 2024 |
| Nicole Anne Rutledge Regilio | Resource Consulting Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2024 | Jan 24, 2024 |
1,009 moves match.