Financial advisor
Edward S Woehlcke
At Hightower · Ambler, PA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Valley Financial Group | Valley Financial Group | Hightower | Acquisition | August 11, 2026 | $275M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | Investment adviser | September 3, 2026 | Current |
| VALLEY FINANCIAL GROUP | Investment adviser | April 13, 2021 | October 14, 2026 |
| H. BECK, INC. | Investment adviser | September 9, 2016 | March 31, 2021 |
| H. BECK, INC. | Broker-dealer | September 9, 2016 | March 31, 2021 |
| BRINKER CAPITAL INC | Investment adviser | August 11, 2014 | September 6, 2016 |
| BRINKER CAPITAL SECURITIES, INC. | Broker-dealer | October 20, 2011 | September 6, 2016 |
| NATIONWIDE SECURITIES, INC. | Broker-dealer | April 20, 2004 | April 19, 2005 |
| BRINKER CAPITAL SECURITIES, INC. | Broker-dealer | August 28, 2001 | January 2, 2004 |
| BRINKER CAPITAL SECURITIES, INC. | Broker-dealer | May 9, 2001 | August 7, 2001 |
| SCOTTRADE, INC. | Broker-dealer | July 13, 2000 | December 22, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.