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.

1,009 moves
AdvisorFromToTypeLeftRegistered
Linda PalonenResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Set CarpinteroResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Jacob Warren LandResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Nhan Thanh TranResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Joshua Michael AndrewsResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Natalie Eve CampeseResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Joellene Rae AylorResource Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2024Jan 24, 2024
Philip OnoratoJ.P. Morgan Securities LLC wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 24, 2024Dec 6, 2024 (317 d)
Veronica Tereza GiessCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 10, 2024Aug 9, 2024 (212 d)
Chelsea Brice CarterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2024Sep 24, 2024 (259 d)
Zachary RosequistCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2024Mar 11, 2024 (62 d)
Arthur Ira BelkinEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2024Jan 2, 2024
Brian Edward McguinnessEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2024Jan 5, 2024
Steven Francis AriettaEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2024Jan 2, 2024
Scott Gregory MoultonEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2024Jan 4, 2024
Christine J HylaEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2024Jan 2, 2024
Kevin SmallEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2024Jan 2, 2024
Clara A HumphreyEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2024Jan 2, 2024
Sean BuxtonReact Investment Solutions, LLC no RAUMHightower Advisors, LLC BD affiliatedOtherDec 31, 2023Feb 12, 2026 (774 d)
Joseph BarberaEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 4, 2024
Anthony Joseph DelilloEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Alexis Lauren SheehanEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Daniel J HumphreyEquitable Advisors, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Feb 27, 2025 (424 d)
Colleen LopezFiducient Advisors LLC mixed wealthHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 20, 2023May 9, 2024 (141 d)
John Francis MauldinCmg Capital Management Group, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2023Feb 26, 2026 (804 d)
Thomas Michael MingoneCmg Financial Planning, Ltd. unclassifiedHightower Advisors, LLC BD affiliatedOtherDec 14, 2023Jan 2, 2024
William Edward GalvinCmg Financial Planning, Ltd. unclassifiedHightower Advisors, LLC BD affiliatedOtherDec 14, 2023Jan 4, 2024
Joseph EdmondsonCmg Financial Planning, Ltd. unclassifiedHightower Advisors, LLC BD affiliatedOtherDec 14, 2023Jan 4, 2024
Richard Ralph BrowneCmg Financial Planning, Ltd. unclassifiedHightower Advisors, LLC BD affiliatedOtherDec 14, 2023Jan 4, 2024
John Francis GalvinCmg Financial Planning, Ltd. unclassifiedHightower Advisors, LLC BD affiliatedOtherDec 14, 2023Jan 4, 2024
Jennifer Lynn SchnalzerCmg Financial Planning, Ltd. unclassifiedHightower Advisors, LLC BD affiliatedOtherDec 14, 2023Jan 2, 2024
Alma PajovaMariner BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2023Dec 18, 2023
Robert Craig BishoppTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jul 23, 2023
Timothy Mark MitrovichTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
David GordonTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Benjamin KlundtTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Jacob Christian TimmTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Ryan FisherTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Jon Walter HeidemanTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Max BennettTen Capital Wealth Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2023Jun 23, 2023
Ashley Marie HoyEagle Strategies LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 14, 2023Mar 6, 2024 (113 d)
Carol Giusti ParrishThe Wealth Consulting Group independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 7, 2023Oct 23, 2024 (351 d)
Brandon ReedMitchell Capital Management Co independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 7, 2023Apr 6, 2021
Joseph William HayesBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 9, 2023
Marybeth R BreedBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 9, 2023
Ronald F SiggensBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 16, 2023
Bin ChenBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 9, 2023
John HamBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Dec 19, 2023 (47 d)
Scott BrownBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Michael Paul DaltonBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Stephen F CurranBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Eileen Splaine CurrieBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Joel Matthew DavisMain Street Financial Life Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Dec 6, 2023 (37 d)
Caryn Elizabeth FieldsFidelity Personal And Workplace Advisors BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2023Nov 24, 2025 (759 d)
Trevor Steven SeamonsTrellis Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2023Oct 6, 2023
Amanda EilersTrellis Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2023Oct 6, 2023
Andrew Jay BarnettWealth Cmt independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2023Oct 19, 2023
Eric FederWealth Cmt independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2023Oct 19, 2023
Andrew JohnstonWealth Cmt independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2023Sep 18, 2023
Michael VinciWealth Cmt independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2023Sep 18, 2023
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