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.
1,009 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tammy K Pioch | Mariner BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2023 | Nov 3, 2023 |
| Beau Rezek | Brighton Jones LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Jun 14, 2024 (249 d) |
| Thomas Clarence Meyer | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 24, 2023 |
| Michael Joseph Howley | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 17, 2023 |
| Kenneth William Bradshaw | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Sep 6, 2023 |
| Marianne Rullo | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 24, 2023 |
| Danielle Kaye Margulis | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Sep 6, 2023 |
| Christopher Paleologus | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 15, 2023 |
| Thomas P Meyer | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 15, 2023 |
| Marc Ryan Meyer | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 15, 2023 |
| Benjamin Duchano | Focus Partners Wealth, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 27, 2023 | Aug 30, 2024 (338 d) |
| Allison Frame Patella | Dimensional Fund Advisors LP asset manager | Hightower Advisors, LLC BD affiliated | Other | Sep 26, 2023 | Nov 13, 2023 (48 d) |
| Brennan Ifkovits | Lakeshore Financial Planning Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2023 | Oct 31, 2023 (39 d) |
| James Matthew Andrews | United Capital Financial Advisors BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2023 | Jan 8, 2026 (843 d) |
| Beaumont Stinnett Boyce | Raymond James & Associates, Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2023 | Sep 19, 2023 |
| Kelly Anne Ellebracht | Ameriprise Financial Services, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2023 | Sep 19, 2023 |
| Jacqueline Paredes Sedlak | William Blair & Company L.L.C. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2023 | Oct 16, 2023 (47 d) |
| Lily Andrea Marcu | Next Financial Group, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2023 | Aug 25, 2023 |
| Laura Mannz Slawski | Matter Family Office independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2023 | Feb 14, 2024 (196 d) |
| Maelauren Xavier Hudson | LPL Financial LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2023 | Aug 10, 2023 |
| Lawrence A Blaisdell | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2023 | Jun 30, 2023 |
| Izabela Hallett | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Jeffrey Folsom Carlisle | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| James Hadley Oconnor | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Christopher Penfield | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Alexander Pantalone | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| James Holler | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jun 30, 2023 |
| Scott David Sorensen | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Christopher Helm Lyford | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Daniel Mulkern | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| William F Clifford | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Jean Trim | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Samuel Witherspoon | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Ann Marie Mohammad | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Hope Martin | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Hannah Lindsey Santy | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Amelia Mccarthy | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Stephanie A Dunbar | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Colin Patrick Kelley | Vigilant Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jun 30, 2023 |
| Diego F Wanderley | Morgan Stanley wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 10, 2023 | Nov 2, 2023 (115 d) |
| Angela V Harris | Swan Global Investments, LLC mixed wealth | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2023 | Feb 1, 2024 (209 d) |
| Nicholas Low | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 28, 2023 | Jul 19, 2023 |
| Charis Ivana Jones | LPL Financial LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2023 | Jun 11, 2024 (362 d) |
| Scott A Bishop | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 18, 2023 |
| Robert Harris | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Cy Garrett Cattan | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Patrick John Fleming | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Latika Tillis | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Sarahbeth Pipkin | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Amy Jo Van Lierop | Mercer Global Advisors Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Oct 24, 2023 (131 d) |
| Braxton Bartlett | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Sarah Anne Melzer | Bay Point Wealth independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jul 27, 2023 (42 d) |
| Michael Churchill | Avidian Wealth Solutions independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 12, 2023 |
| Michael Rafael De Marchena | UBS Financial Services Inc. wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 12, 2023 | Jun 16, 2023 |
| Ryan Mathew Dobroka | Strategic Wealth Partners, Ltd. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2023 | Jun 7, 2023 |
| Alexandra Edith Emma | J.P. Morgan Securities LLC wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2023 | Oct 11, 2023 (132 d) |
| Thomas Liam Irwin | Revere Wealth Management LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 25, 2023 | Feb 24, 2026 (1006 d) |
| Paul Vincent Bucci | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Jeffrey Bart Perlmutter | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Anthony Destefano | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |