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Inactive

Ira Matthew Utay

Hightower Advisors, LLC

Dallas, TX

Chicago, IL

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Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-04
  • TX RA
    APPROVED
    Since 2020-10-04

Branch Locations

8411 Preston Road Suite 700, Dallas, TX 75225 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Investment Management Company Addison TX 02/2015 07/2019
Frontier Investment Management Co Dallas TX 07/2019 09/2020
Hightower Advisors, Llc Dallas TX 09/2020 Present
  • 02/2015 → 07/2019
    Usaa Investment Management Company
    Addison, TX
  • 07/2019 → 09/2020
    Frontier Investment Management Co
    Dallas, TX
  • 09/2020 → Present
    Hightower Advisors, Llc
    Dallas, TX
Previous Registrations
  • 2019-07-23 → 2020-11-16
    Frontier Investment Management Co
    Dallas, TX
  • 2015-02-16 → 2019-07-03
    Usaa Investment Services Company
    San Antonio, TX
    Henrico, VA
    Addison, TX
    San Antonio, TX
    Addison, TX
    Henrico, VA
  • 2009-12-15 → 2015-02-26
    Usaa Financial Planning Services
    Addison, TX
    San Antonio, TX
    Dallas, TX
  • 2009-10-23 → 2009-12-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
    Houston, TX
  • 2008-03-28 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Houston, TX
    Houston, TX
  • 2005-10-11 → 2008-04-14
    Ubs Financial Services Inc.
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-10
  • S66 Uniform Combined State Law Examination
    2005-10-10
Designations

View on SEC IAPD

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7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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