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
Paul Edward SchuderRaymond James Financial Services Advisors, Inc BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 11, 2022Dec 1, 2022
Stephanie Christina MurphyHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Andrew John MiesHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Denice Renea RobinsonHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Bryan Scott GreenHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Margaret Ann DechantHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Amanda Joy MaierHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Sarah Jean HamptonHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Ammie Dianne WeidnerHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
David Graham PikeHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Markus Hunter PhoxHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Rachel BruceHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
Thomas Henry KirkHightower 6m Holding, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2022Oct 31, 2022
John Chris ChristiansonHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Sep 30, 2022
Michael GreeneHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Sep 30, 2022
Benjamin Richard JohnsonHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Colleen KroegerHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Benjamin WicksHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Michael Lee MilojevichHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Jeffrey Warren EdgbertHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Jaeseung ChangHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Saloni GuptaHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Kaylee Marie TurinHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Randy LundyHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Nemanja GrujicicHighland Private Wealth Management independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Sep 30, 2022
Hantao WangCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 24, 2022Oct 18, 2022
Garnet Robert CroteauFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2022Jun 30, 2022
Conner HanlonMariner BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2022Oct 15, 2022
Pelham StaplesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 20, 2022Sep 25, 2022
William MccanneyNorthwestern Mutual Investment Services,LLC no RAUMHightower Advisors, LLC BD affiliatedOtherSep 19, 2022Apr 24, 2026 (1313 d)
Yongkwan Allen KimKayne Anderson Rudnick Investment Management, LLC otherHightower Advisors, LLC BD affiliatedOtherSep 16, 2022Jul 9, 2024 (662 d)
Calvin G PearsonRaymond James Financial Services Advisors, Inc BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2022Oct 31, 2022 (63 d)
Mark Phelan SudderbergFirst Heartland Consultants, Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 22, 2022Aug 26, 2022
Benjamin Jerome HeerenCwm, LLC BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2022Sep 26, 2022 (55 d)
Sergio Anthony LovatoCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 29, 2022Jul 11, 2024 (713 d)
William Harris BrittSouth Fork Wealth Management LLC unclassifiedHightower Advisors, LLC BD affiliatedOtherJul 29, 2022Nov 18, 2022 (112 d)
Jordan J BarelaRaymond James Financial Services Advisors, Inc BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 28, 2022Oct 4, 2023 (433 d)
Barbara Ann HargerFisher Investments independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 14, 2022Jul 19, 2022
Matthew Joseph BaldeckArbor Point Advisors BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 14, 2022Jul 18, 2022
William Coleman AndrewsFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 7, 2022Dec 17, 2021
Michael Keogh FarrFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Dec 1, 2021
Susan Williams CantusFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Jan 1, 2025 (916 d)
Michael Adam FeldmanFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Dec 1, 2021
Alexandra Mariola MccombFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Dec 1, 2021
Gretchen Marie ZierolfFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Dec 1, 2021
Anthony Nunzio IntagliataFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Jan 3, 2022
David Rafael GarciaFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Dec 17, 2021
Andrew GarciaFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Jan 4, 2022
Brooklyn Clark GriffinFarr Miller & Washington LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Dec 20, 2021
Juan Camilo VillamizarFidelity Personal And Workplace Advisors BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2022Aug 15, 2022 (47 d)
Ron Yosef Eisner1818 Private Client Group, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 22, 2022Sep 29, 2022 (99 d)
Robinson MertilusFacet independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2022Aug 29, 2022 (77 d)
Darren Michael LightfootCharles Schwab & Co., Inc. national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 27, 2022Jan 12, 2026 (1326 d)
Howell Lewis FlorenceFisher Investments independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 25, 2022Jun 3, 2022
Casey Lee McclurkinAmeriprise Financial Services, LLC national BDHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 9, 2022May 24, 2022
Eduardo MolinaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHightower Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 30, 2022Jan 30, 2025 (1006 d)
Jeremy Robert PolonLPL Financial LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 13, 2022Jan 9, 2026 (1367 d)
Brendan Salvatore HenryFidelity Personal And Workplace Advisors BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2022Apr 11, 2022
Richard Allan KulaAnnex Wealth Management, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 18, 2022Mar 21, 2022
Eric Vincent YoungEmissary Wealth independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 14, 2022Mar 18, 2022
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