Advisor moves

Departures from Northwestern Mutual Investment Services,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 Anthony SchneiderNorthwestern Mutual Investment Services,LLC no RAUMBeacon Pointe Advisors, LLC independent RIAOtherAug 30, 2022Sep 12, 2022
Matthew HembergerNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherAug 18, 2022Aug 23, 2022
Stanley QuelleNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherAug 17, 2022Nov 11, 2022 (86 d)
Dale Duane BartlettNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherAug 17, 2022Aug 29, 2022
Louis Patrick RichardsNorthwestern Mutual Investment Services,LLC no RAUMMutual Of Omaha Investor Services, Inc. independent RIAOtherAug 17, 2022Sep 14, 2022
Sara DiazNorthwestern Mutual Investment Services,LLC no RAUMCharles Schwab & Co., Inc. national BDOtherAug 12, 2022Sep 1, 2022
Molly Theresa Murphy LaflecheNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherAug 9, 2022Sep 1, 2022
Alexander Hull PerezNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherJul 26, 2022Aug 5, 2022
Reid Sherman MilesNorthwestern Mutual Investment Services,LLC no RAUMUnited Capital Financial Advisors BD affiliatedOtherJul 26, 2022Sep 12, 2022 (48 d)
Natasha McfarlandNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherJul 21, 2022Aug 18, 2022
Robert Joel EisenbergNorthwestern Mutual Investment Services,LLC no RAUMSgl Financial, LLC independent RIAOtherJul 20, 2022Aug 12, 2022
Brett DriesNorthwestern Mutual Investment Services,LLC no RAUMEagle Strategies LLC BD affiliatedOtherJul 14, 2022Nov 2, 2022 (111 d)
Lee Gary WeinsteinNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJul 12, 2022Jul 25, 2022
Joseph P DefazioNorthwestern Mutual Investment Services,LLC no RAUM10th Street Capital state registeredOtherJul 11, 2022Mar 13, 2023 (245 d)
Michael S DolceNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherJul 8, 2022May 8, 2024 (670 d)
Jennifer A StanleyNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherJul 8, 2022Jul 14, 2022
Nancy Marie BlanchetteNorthwestern Mutual Investment Services,LLC no RAUMMariner BD affiliatedOtherJul 8, 2022Jul 27, 2022
Sergio Omar Russell-DiazNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 8, 2022Oct 21, 2022 (105 d)
Robert J WrightNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJul 7, 2022Oct 28, 2022 (113 d)
Robert H GatesNorthwestern Mutual Investment Services,LLC no RAUMGates Wealth Group state registeredOtherJul 5, 2022Jul 5, 2022
Kristi AcreeNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJun 30, 2022Aug 19, 2022 (50 d)
Carlos Andres GutierrezNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherJun 30, 2022Jun 22, 2022
Robert Michael HigueriaNorthwestern Mutual Investment Services,LLC no RAUMEmpirical Wealth Management independent RIAOtherJun 20, 2022Jun 17, 2024 (728 d)
Ziying ZhouNorthwestern Mutual Investment Services,LLC no RAUMHub Investment Partners, LLC otherOtherJun 20, 2022Feb 13, 2023 (238 d)
James NewsomeNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC independent RIAOtherJun 15, 2022Jun 28, 2022
Zachary RossNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC independent RIAOtherJun 15, 2022Jun 28, 2022
Rhett Nease ExleyNorthwestern Mutual Investment Services,LLC no RAUMWealth Science Advisors LLC no RAUMOtherJun 14, 2022Aug 24, 2022 (71 d)
Connor E JonesNorthwestern Mutual Investment Services,LLC no RAUMWealth Science Advisors LLC no RAUMOtherJun 14, 2022Aug 24, 2022 (71 d)
William J CarverNorthwestern Mutual Investment Services,LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherJun 13, 2022Nov 18, 2022 (158 d)
Julie Mae HetlandNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJun 9, 2022Jun 10, 2022
Ryan F KiernanNorthwestern Mutual Investment Services,LLC no RAUME*Trade Capital Management, LLC independent RIAOtherJun 9, 2022Nov 30, 2022 (174 d)
Jared Thomas GreanyaNorthwestern Mutual Investment Services,LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherJun 7, 2022Jun 27, 2022
Eduardo Hernandez VelaNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherJun 5, 2022Jul 19, 2023 (409 d)
Yisha WangNorthwestern Mutual Investment Services,LLC no RAUMMariner BD affiliatedOtherJun 3, 2022Jun 3, 2022
Sergio Villa OrtizNorthwestern Mutual Investment Services,LLC no RAUMUnited Capital Financial Advisors BD affiliatedOtherJun 1, 2022Jul 20, 2022 (49 d)
India ElliottNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherMay 31, 2022Jul 25, 2022 (55 d)
Benjamin GoodpasterNorthwestern Mutual Investment Services,LLC no RAUMOsaic Wealth, Inc. BD affiliatedOtherMay 27, 2022Jun 22, 2022
Nathan Maurice BurksNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherMay 18, 2022Aug 17, 2022 (91 d)
Nicholas John FamularoNorthwestern Mutual Investment Services,LLC no RAUMAbbey Street independent RIAOtherMay 17, 2022Sep 22, 2022 (128 d)
Roman BerkusenkoNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherMay 16, 2022Oct 18, 2022 (155 d)
Colin VuykNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherMay 12, 2022Jun 10, 2022
Nichol Elizabeth RogersNorthwestern Mutual Investment Services,LLC no RAUMRobert W. Baird & Co. Incorporated mixed wealthOtherMay 4, 2022Jul 20, 2022 (77 d)
Frank BaucoNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherMay 3, 2022May 27, 2022
Terilyn SchwartzNorthwestern Mutual Investment Services,LLC no RAUMOxford Financial Group, Ltd independent RIAOtherMay 3, 2022May 19, 2022
Kevin Dennis CurruttNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherApr 28, 2022Jun 6, 2022 (39 d)
O'Zell GoldenNorthwestern Mutual Investment Services,LLC no RAUMEp Wealth Advisors independent RIAOtherApr 26, 2022Mar 23, 2023 (331 d)
Thaddeus Andrew NiemiecNorthwestern Mutual Investment Services,LLC no RAUMUBS Financial Services Inc. wirehouseOtherApr 22, 2022May 3, 2022
Michael Justin SalemyNorthwestern Mutual Investment Services,LLC no RAUMCwm, LLC BD affiliatedOtherApr 20, 2022Jan 1, 2025 (987 d)
Andrew Philip HeilNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC independent RIAOtherApr 19, 2022Jun 23, 2022 (65 d)
Jun ChenNorthwestern Mutual Investment Services,LLC no RAUMGrow Today LLC unclassifiedOtherApr 19, 2022Jun 8, 2022 (50 d)
Tyler WhiteNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherApr 15, 2022Jun 6, 2022 (52 d)
Briana Laura TrembleNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 13, 2022Sep 7, 2022 (147 d)
Min Jian YangNorthwestern Mutual Investment Services,LLC no RAUMCapital Investment Advisors, LLC independent RIAOtherApr 13, 2022May 18, 2023 (400 d)
Andrew Alper TheobaldNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherApr 7, 2022Apr 25, 2022
Zachary Alan ChamberlainNorthwestern Mutual Investment Services,LLC no RAUMRobert W. Baird & Co. Incorporated mixed wealthOtherApr 5, 2022Apr 1, 2022
Melissa AhearnNorthwestern Mutual Investment Services,LLC no RAUMGrey Street Capital, LLC independent RIAOtherApr 4, 2022Dec 19, 2022 (259 d)
Benjamin John ZimmerNorthwestern Mutual Investment Services,LLC no RAUMHerbert J. Sims Capital Management, Inc. independent RIAOtherApr 4, 2022Apr 4, 2022
James CooperNorthwestern Mutual Investment Services,LLC no RAUMWealth Enhancement Advisory Services, LLC BD affiliatedOtherApr 4, 2022Apr 1, 2022
Quin Ferraren SolamoNorthwestern Mutual Investment Services,LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherMar 31, 2022Jun 29, 2023 (455 d)
Justin Andrew Thompson HowardNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherMar 30, 2022May 12, 2022 (43 d)
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2,170 moves match.