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

Departures from Northern Trust Investments, Incorporated

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
Alexander Arturo MchenryNorthern Trust Investments, Incorporated asset managerBfinance US Ltd. no RAUMOtherJul 30, 2026Jun 8, 2026
Brian Steven WerkmeisterNorthern Trust Investments, Incorporated asset managerNuveen Asset Management, LLC mixed wealthOtherJul 30, 2026Aug 6, 2026
Gabriel Allyn JewellNorthern Trust Investments, Incorporated asset managerCreativeone Wealth, LLC independent RIAOtherFeb 13, 2026Apr 27, 2026 (73 d)
Taylor Renee CowdreyNorthern Trust Investments, Incorporated asset managerCalamos Advisors LLC asset managerOtherMay 1, 2025Mar 26, 2026 (329 d)
Amanda Tawney WilliamsNorthern Trust Investments, Incorporated asset managerNorthern Trust Securities, Inc BD affiliatedOtherFeb 20, 2025May 25, 2022
Sean MurphyNorthern Trust Investments, Incorporated asset managerBlackrock Investment Management, LLC asset managerOtherJul 10, 2024Apr 2, 2026 (631 d)
George TaylorNorthern Trust Investments, Incorporated asset managerCalamos Advisors LLC asset managerOtherMay 24, 2024Oct 18, 2024 (147 d)
Robert David JonesNorthern Trust Investments, Incorporated asset managerIndependent Financial Group, LLC BD affiliatedOtherApr 2, 2024Aug 12, 2024 (132 d)
Kelly G HammondNorthern Trust Investments, Incorporated asset managerT. Rowe Price Associates, Inc. asset managerOtherOct 12, 2023Jan 10, 2024 (90 d)
Matthew GawlowskiNorthern Trust Investments, Incorporated asset managerT. Rowe Price Associates, Inc. asset managerOtherOct 12, 2023May 3, 2024 (204 d)
Morgan Elizabeth TedescoNorthern Trust Investments, Incorporated asset managerAdvisors Asset Management, Inc. otherOtherOct 12, 2023Nov 30, 2023 (49 d)
John Christopher CullenNorthern Trust Investments, Incorporated asset managerNuveen Asset Management, LLC otherOtherApr 21, 2023Aug 17, 2023 (118 d)
John BabnikNorthern Trust Investments, Incorporated asset managerAmerican Beacon Advisors, Inc. otherOtherJan 4, 2023Jan 20, 2023
Paul E KubasiakNorthern Trust Investments, Incorporated asset managerAdvice And Planning Services BD affiliatedOtherNov 10, 2022Dec 5, 2022
Benjamin Anthony MenconiNorthern Trust Investments, Incorporated asset managerStrive Asset Management asset managerOtherAug 23, 2022Jan 5, 2023 (135 d)
Douglas Christopher BrownNorthern Trust Investments, Incorporated asset managerMoney Concepts Advisory Service BD affiliatedOtherJul 21, 2022Jul 25, 2022
Amy L MarkerNorthern Trust Investments, Incorporated asset managerEdward Jones national BDOtherJul 19, 2022Oct 17, 2022 (90 d)
Denis Rafael TothNorthern Trust Investments, Incorporated asset managerHerbert J. Sims Capital Management, Inc. independent RIAOtherJun 2, 2022Jun 2, 2022
Adam Currie BoyerNorthern Trust Investments, Incorporated asset managerJmg Financial Group Ltd independent RIAOtherMay 2, 2022Sep 3, 2024 (855 d)
Christoher W BarnesNorthern Trust Investments, Incorporated asset managerNorthern Trust Securities, Inc BD affiliatedOtherFeb 11, 2022Aug 28, 2018
James Livingston ThompsonNorthern Trust Investments, Incorporated asset managerMoney Concepts Advisory Service BD affiliatedOtherSep 30, 2021Aug 17, 2022 (321 d)
Derrick J ManuelNorthern Trust Investments, Incorporated asset managerMorgan Stanley wirehouseOtherSep 7, 2021Oct 1, 2021
Desi G BerryNorthern Trust Investments, Incorporated asset managerMorgan Stanley wirehouseOtherApr 26, 2021Jun 17, 2021 (52 d)
James Dean RamirezNorthern Trust Investments, Incorporated asset managerPruco Securities, LLC BD affiliatedOtherAug 24, 2020Oct 17, 2024 (1515 d)
Dennis G O'MalleyNorthern Trust Investments, Incorporated asset managerRothschild Wealth LLC independent RIAOtherJun 15, 2020Jul 8, 2020
Sierra Meredith JonesNorthern Trust Investments, Incorporated asset managerRiverfront Investment Group, LLC mixed wealthOtherNov 26, 2019Dec 12, 2019
Michael R MarshNorthern Trust Investments, Incorporated asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 27, 2018Mar 16, 2023 (1631 d)
John CecchinoNorthern Trust Investments, Incorporated asset managerWbi Investments, LLC independent RIAOtherSep 27, 2018May 28, 2019 (243 d)
Greg Martin NewmanNorthern Trust Investments, Incorporated otherThree Oaks Partners Investment Counsel LLC state registeredOtherDec 6, 2017Oct 15, 2024 (2505 d)
Frank Donald SzymanekNorthern Trust Investments, Incorporated otherNorth Pier Fiduciary Management, LLC mixed wealthOtherJul 6, 2017Feb 22, 2022 (1692 d)
Ellen Frances MccloskeyNorthern Trust Investments, Incorporated otherNuveen Asset Management, LLC mixed wealthOtherMar 22, 2017May 16, 2026 (3342 d)
Brian James KieferNorthern Trust Investments, Incorporated otherAmeriprise Financial Services, LLC national BDOtherDec 7, 2015Jul 12, 2023 (2774 d)
Eric R. BensonNorthern Trust Investments, Incorporated otherMorgan Stanley wirehouseOtherJul 31, 2013Sep 8, 2010
Bruce Stephan HonigNorthern Trust Investments, Incorporated otherConservation Capital, LLC state registeredOtherAug 4, 2009Oct 7, 2009 (64 d)
Carl Joseph DominoNorthern Trust Investments, Incorporated otherCarl Domino Inc. otherOtherJun 21, 2006Jul 3, 2006
Millard David RobertsNorthern Trust Investments, Incorporated otherHarvest Investment Advisors, LLC independent RIAOtherJun 9, 2004May 18, 2004
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36 moves match.