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
Paul Edward KadeschNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners no RAUMOtherMar 29, 2022Apr 11, 2022
Drew Edward BesonsonNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners no RAUMOtherMar 28, 2022Mar 24, 2022
Aris TatevosianNorthwestern Mutual Investment Services,LLC no RAUMFifth Third Securities, Inc. BD affiliatedOtherMar 25, 2022Apr 21, 2023 (392 d)
Ashley V LeopoldNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherMar 25, 2022Mar 30, 2022
Jamie Dewayne CarmackNorthwestern Mutual Investment Services,LLC no RAUMVanguard Advisers, Inc. BD affiliatedOtherMar 15, 2022Mar 31, 2022
Rachael Margaret Forster LinnehanNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC independent RIAOtherMar 7, 2022Mar 7, 2022
Christopher GibbonsNorthwestern Mutual Investment Services,LLC no RAUMBuckingham Strategic Wealth, LLC independent RIAOtherFeb 21, 2022Sep 22, 2022 (213 d)
Craig J ValentineNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherFeb 17, 2022Feb 14, 2022
Jeffrey Paul NeavorNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherFeb 11, 2022Feb 18, 2022
Scott M SwansonNorthwestern Mutual Investment Services,LLC no RAUMB.O.S.S. Retirement Advisors, LLC independent RIAOtherFeb 11, 2022Feb 3, 2022
Colin MckennaNorthwestern Mutual Investment Services,LLC no RAUMOneamerica Securities, Inc. BD affiliatedOtherFeb 9, 2022Jun 15, 2026 (1587 d)
Kyle Joseph WillsNorthwestern Mutual Investment Services,LLC no RAUMIeq Capital, LLC independent RIAOtherFeb 9, 2022Jan 27, 2022
Calvin RobertsNorthwestern Mutual Investment Services,LLC no RAUMSteward Partners Investment Solutions, LLC independent RIAOtherFeb 7, 2022Feb 9, 2022
Jeremy Perry BlaineNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherJan 31, 2022Jan 28, 2022
Reyna Lynn ParcellsNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 31, 2022May 17, 2022 (106 d)
Chad C AltadonnaNorthwestern Mutual Investment Services,LLC no RAUMIpi Wealth Management, Inc. BD affiliatedOtherJan 31, 2022Jan 31, 2022
Joseph Hunter LooneyNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherJan 31, 2022Feb 20, 2023 (385 d)
Eugene GershmanNorthwestern Mutual Investment Services,LLC no RAUMCitigroup Global Markets Inc. BD affiliatedOtherJan 26, 2022Oct 26, 2022 (273 d)
Mark GoriNorthwestern Mutual Investment Services,LLC no RAUMTlg Advisors, Inc. BD affiliatedOtherJan 25, 2022Feb 17, 2022
Jeffrey W MillerNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJan 24, 2022Mar 24, 2025 (1155 d)
Colin Christopher SmithNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJan 24, 2022Mar 24, 2025 (1155 d)
Brian T TooleNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJan 24, 2022Mar 24, 2025 (1155 d)
Travis R PooleNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherJan 19, 2022Jan 24, 2022
Samim Oliveira SyedNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherJan 18, 2022Nov 20, 2023 (671 d)
Bradley Robert FritzNorthwestern Mutual Investment Services,LLC no RAUMEmpower Advisory Group, LLC BD affiliatedOtherJan 13, 2022Apr 5, 2023 (447 d)
Meghan Mckelvey ClarkNorthwestern Mutual Investment Services,LLC no RAUMAdvice And Planning Services BD affiliatedOtherJan 12, 2022Jan 14, 2022
Anne HuthNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherJan 10, 2022Jun 16, 2022 (157 d)
Melissa Kay FisherNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 4, 2022Mar 22, 2022 (77 d)
Andrew William PrydeNorthwestern Mutual Investment Services,LLC no RAUMAdvice And Planning Services BD affiliatedOtherJan 4, 2022Jan 24, 2022
Taylor Walker KeanNorthwestern Mutual Investment Services,LLC no RAUMStonex Advisors Inc. BD affiliatedOtherJan 4, 2022Jan 10, 2022
David Kido PaekNorthwestern Mutual Investment Services,LLC no RAUMUBS Financial Services Inc. wirehouseOtherJan 4, 2022Feb 16, 2022 (43 d)
Tracy Jean YoungNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherDec 31, 2021Dec 5, 2025 (1435 d)
Charles Patrick FaulhaberNorthwestern Mutual Investment Services,LLC no RAUMAe Wealth Management, LLC BD affiliatedOtherDec 31, 2021Feb 14, 2022 (45 d)
Dianne FunigielloNorthwestern Mutual Investment Services,LLC no RAUMUBS Financial Services Inc. wirehouseOtherDec 23, 2021Apr 20, 2023 (483 d)
Matthew David O'BrienNorthwestern Mutual Investment Services,LLC no RAUMJanney Montgomery Scott LLC BD affiliatedOtherDec 22, 2021Apr 3, 2022 (102 d)
Marshall LipeNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherDec 20, 2021Jan 10, 2022
Matthew K JumpNorthwestern Mutual Investment Services,LLC no RAUMVoya Financial Advisors, Inc. BD affiliatedOtherDec 15, 2021Nov 16, 2023 (701 d)
John Sylvester NordanNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherDec 15, 2021Dec 13, 2021
Jason JohnsonNorthwestern Mutual Investment Services,LLC no RAUMSecurities America Advisors, Inc. BD affiliatedOtherDec 7, 2021Dec 20, 2021
Neal RobinsonNorthwestern Mutual Investment Services,LLC no RAUMAvantax Advisory Services BD affiliatedOtherDec 1, 2021Dec 22, 2021
Amanpreet Singh KohliNorthwestern Mutual Investment Services,LLC no RAUMCapital Management Group unclassifiedOtherNov 23, 2021Dec 7, 2021
John Parker CourierNorthwestern Mutual Investment Services,LLC no RAUMAssetmark, Inc. BD affiliatedOtherNov 18, 2021Feb 15, 2022 (89 d)
Derek C SmithNorthwestern Mutual Investment Services,LLC no RAUMUBS Financial Services Inc. wirehouseOtherNov 18, 2021Nov 18, 2021
Scott GarrisonNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherNov 16, 2021Nov 16, 2021
Catherine Coffin CawoodNorthwestern Mutual Investment Services,LLC no RAUMFsc Securities Corporation BD affiliatedOtherNov 12, 2021Jan 24, 2022 (73 d)
Stephen P. SackmanNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherNov 10, 2021Nov 4, 2021
Jordan BrownNorthwestern Mutual Investment Services,LLC no RAUMMutual Of Omaha Investor Services, Inc. no RAUMOtherNov 10, 2021Jan 3, 2022 (54 d)
James Stuart LindererNorthwestern Mutual Investment Services,LLC no RAUMU.S. Bancorp Investments, Inc. BD affiliatedOtherNov 8, 2021Nov 10, 2021
Paul Herman RoaNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherNov 4, 2021May 19, 2025 (1292 d)
Christopher Warren BibowNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherNov 4, 2021Apr 25, 2022 (172 d)
Todd J LearyNorthwestern Mutual Investment Services,LLC no RAUMAllstate Financial Advisors, LLC BD affiliatedOtherNov 4, 2021Dec 1, 2022 (392 d)
Jeremiah Joseph KennedyNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherNov 3, 2021Nov 4, 2021
Jack Phillip PatagueNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherNov 2, 2021Nov 4, 2021
Rebecca Rose ParrishNorthwestern Mutual Investment Services,LLC no RAUMBok Financial Advisors BD affiliatedOtherOct 27, 2021Nov 1, 2021
Allison Marie GruesbeckNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherOct 27, 2021Oct 20, 2021
William T FrenchNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherOct 20, 2021Nov 8, 2021
Jeanna ClarkNorthwestern Mutual Investment Services,LLC no RAUMLfg Wealth Partners, LLC independent RIAOtherOct 6, 2021Oct 1, 2024 (1091 d)
Mitchell HowardNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherOct 6, 2021Sep 24, 2021
Geoffrey Thomas SchaeferNorthwestern Mutual Investment Services,LLC no RAUMIntergy Private Wealth, LLC no RAUMOtherOct 1, 2021Sep 30, 2021
Emily O PatteeNorthwestern Mutual Investment Services,LLC no RAUMOxford Financial Group, Ltd independent RIAOtherSep 28, 2021Nov 16, 2021 (49 d)
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2,170 moves match.