DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Highline Wealth Management, 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
Scott Nathaniel BrodyAlpha Capital Research, LLC otherHighline Wealth Management, LLC otherOtherDec 5, 2019Apr 30, 2013
Dmitriy KatsnelsonFortigent, LLC otherHighline Wealth Management, LLC otherOtherMay 26, 2015Jun 3, 2015
Michael Alan NessRembert Pendleton Jackson otherHighline Wealth Management, LLC otherOtherMar 6, 2015Jul 26, 2012
Max Joseph MeltzerConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherNov 11, 2014Nov 18, 2014
Myka Bradley KoenenUnited Capital Financial Advisors otherHighline Wealth Management, LLC otherOtherAug 5, 2014Sep 17, 2014 (43 d)
Michael T MoriartyMorgan Stanley wirehouseHighline Wealth Management, LLC otherOtherDec 2, 2013Dec 6, 2013
Aviva Shrock PintoHillview Capital Advisors, LLC otherHighline Wealth Management, LLC otherOtherFeb 22, 2012Sep 19, 2013 (575 d)
Howard Paul OffitCapital Investment Advisors otherHighline Wealth Management, LLC otherOtherJan 11, 2012Dec 23, 2013 (712 d)
Michele Gabrielle WalthertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHighline Wealth Management, LLC otherOtherMay 3, 2011May 27, 2011
Elizabeth Steiner CloughIndependence Wealth Advisors Inc. otherHighline Wealth Management, LLC otherOtherApr 4, 2011Apr 25, 2011
Christopher Geddy HillConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherMar 25, 2011Apr 5, 2011
Gary Richard SobelmanConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherDec 31, 2009Jan 19, 2010
Lindsay Garland ShetterlyConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherJan 5, 2009Jan 28, 2009
William Brian SchwartzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHighline Wealth Management, LLC otherOtherMar 13, 2008Mar 13, 2008
Ashley Elyse IddingsConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherNov 29, 2007May 2, 2008 (155 d)
Anthony Stanley WaskiewiczMeltzer Wealth Management unclassifiedHighline Wealth Management, LLC otherOtherApr 11, 2007Mar 27, 2007
Megan Ann BleilMeltzer Wealth Management unclassifiedHighline Wealth Management, LLC otherOtherApr 11, 2007Mar 27, 2007
Timothy Richard HughesLydian Wealth Management Company, LLC unclassifiedHighline Wealth Management, LLC otherOtherJan 12, 2007Mar 27, 2007 (74 d)
Michael Joseph SellersAmeriprise Financial Services, LLC national BDHighline Wealth Management, LLC otherOtherAug 8, 2002Apr 20, 2007 (1716 d)
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19 moves match.