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 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 |
|---|---|---|---|---|---|
| Mark Roberto Leander | UBS Financial Services Inc. wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2026 | Sep 15, 2026 |
| Drew William Holden Clanton | Steelpeak Wealth, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 7, 2026 |
| Ashley Elizabeth Rush | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 30, 2026 | Aug 17, 2026 |
| Cristina Gomez Lipson | Edelman Financial Engines independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2026 | Jul 21, 2026 |
| Mitchel Alexander Blanco | Wells Fargo Advisors wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 27, 2026 | Mar 3, 2026 |
| Cortney L Khan | Schwab Wealth Advisory, Inc. no RAUM | Hightower Advisors, LLC BD affiliated | Other | Jul 10, 2026 | Jul 13, 2026 |
| Ian Trumpler | Ameriprise Financial Services, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 29, 2026 |
| Brooks Brevin Panhans | J.P. Morgan Securities LLC wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2026 | Jun 9, 2026 |
| Hunter Dean Cole | American Century Investments Private Client Group, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | May 26, 2026 |
| Craig Jones | Osaic Wealth, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2026 | Jun 11, 2026 |
| Amanda Marie Navaraj | Amvara unclassified | Hightower Advisors, LLC BD affiliated | Other | May 26, 2026 | May 26, 2026 |
| Tarren Bingham | Ameriprise Financial Services, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2026 | May 6, 2026 |
| Jules Jouvenat | The Mather Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2026 | Apr 1, 2026 |
| Justin Graham Branch | Advice And Planning Services BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | Apr 21, 2026 |
| John B Solik | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 8, 2026 |
| Brett Tyler Agnew | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Ted Eric Albrecht | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 29, 2026 |
| Michael Dennis Labarbera | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 16, 2026 |
| Chad Faulkenberry | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 9, 2026 |
| Jill Elaine Isbell | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Angela Pridgen Lessor | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 1, 2026 |
| Laurie Mckee Adams | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 7, 2026 |
| Kristin Adelson Bartlow | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Brian R Flynn | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 9, 2026 |
| Kevin Douglas Rinow | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Kathleen Barlow | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 9, 2026 |
| Kerry Jean Meath-Sinkin | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 1, 2026 |
| John Mortola | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 7, 2026 |
| Michael Charles Brown | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 23, 2026 |
| Zachary Mohr | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | May 5, 2026 |
| Megan Elizabeth Robertson | LPL Financial LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2026 | Apr 14, 2026 |
| Grady Wirth | J.P. Morgan Securities LLC wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 3, 2026 | Apr 2, 2026 |
| Adam Gabriel Masterson | Moran Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 30, 2026 | Apr 29, 2026 |
| Wilkes Edward Crosthwait | MML Investors Services, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | May 5, 2026 (46 d) |
| Jeffrey Davis | One Advisory Partners, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2026 | May 6, 2026 (48 d) |
| Daniel Bruce Levin | William Blair & Company L.L.C. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 23, 2026 |
| Gary Ray Campbell | Financial Advocates Investment Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 10, 2026 | Jul 10, 2026 (122 d) |
| David Satin | UBS Financial Services Inc. wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 25, 2026 | Mar 4, 2026 |
| Samuel Paul Gagne | Granite Harbor Advisors, Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2026 | Mar 9, 2026 |
| Jonathon Owen Gruber | Northcoast Asset Management LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2026 | Feb 17, 2026 |
| Daniel Iversen Galvin | Shikiar Asset Management Inc independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2026 | Jan 27, 2026 |
| Tracey Ann Gledhill | Vanguard Advisers, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2026 | Jul 21, 2026 (173 d) |
| Andrew Llewellyn | Alliancebernstein L.P. asset manager | Hightower Advisors, LLC BD affiliated | Other | Jan 22, 2026 | Jan 21, 2026 |
| Chelsea Wetzel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hightower Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 20, 2026 | Jan 21, 2026 |
| Dimitry Prophete | Osaic Advisory Services, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Feb 3, 2026 |
| Cristian A Zuniga | Independent Financial Group, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2026 | Jan 21, 2026 |
| Brady Palzkill | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Jan 9, 2026 |
| Jacob B Salloum | Mwa Financial Services, Inc. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Nov 24, 2025 |
| Brian Kaye | Intrua Financial independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2025 | Jan 12, 2026 (48 d) |
| James Maher | Calamos Wealth Management LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2025 | Mar 2, 2026 (102 d) |
| Nicholas A. Ramstetter | Strategic Advisers LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2025 | Nov 12, 2025 |
| Christopher William Muirhead | Winslow Asset Management Inc independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2025 | Mar 6, 2023 |
| Timothy Parsley | Cwm, LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 27, 2025 |
| Ryan Solt | The Capital Chart Room, Ltd other | Hightower Advisors, LLC BD affiliated | Other | Sep 23, 2025 | Jan 15, 2026 (114 d) |
| Alexandra Guilbeau Kerrigan | Dimensional Fund Advisors LP asset manager | Hightower Advisors, LLC BD affiliated | Other | Sep 10, 2025 | Oct 8, 2025 |
| Gary Levenstein | Lindbrook Capital, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Jul 8, 2025 |
| Lee Samson | Lindbrook Capital, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Jul 2, 2025 |
| Benjamin Posen | Lindbrook Capital, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Jul 2, 2025 |
| Tyler Dritz | Lindbrook Capital, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Feb 11, 2026 (160 d) |
| Marielle Schurig | Lindbrook Capital, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Jul 2, 2025 |
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1,008 moves match.