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
Patrick Mathias BurkeNorthwestern Mutual Investment Services,LLC no RAUMEmpower Advisory Group, LLC otherOtherSep 20, 2021Nov 3, 2021 (44 d)
Robin Leslie Faulkner-HarrisonNorthwestern Mutual Investment Services,LLC no RAUMOn Investment Management Co BD affiliatedOtherSep 18, 2021Oct 21, 2021 (33 d)
Nathaniel Stevens EwoldtNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 17, 2021Sep 16, 2021
Emily MccrackenNorthwestern Mutual Investment Services,LLC no RAUMVenturi Private Wealth independent RIAOtherSep 14, 2021Oct 5, 2021
Kristen Marie Vande BosscheNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherSep 8, 2021Sep 7, 2021
Matthew Edward AssuntoNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherSep 8, 2021Nov 8, 2021 (61 d)
Patrick J Vande BosscheNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherSep 8, 2021Sep 7, 2021
John Robert Vande BosscheNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherSep 7, 2021Sep 7, 2021
Matthew Richard HodgesNorthwestern Mutual Investment Services,LLC no RAUMDreamfield Planning Group, LLC state registeredOtherSep 1, 2021Jan 11, 2022 (132 d)
Joseph H JohnsonNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherSep 1, 2021Sep 16, 2021
Bethany M. GonzalezNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherAug 31, 2021Apr 18, 2022 (230 d)
John GlanderNorthwestern Mutual Investment Services,LLC no RAUMWellington Wealth Strategies, LLC independent RIAOtherAug 26, 2021Aug 18, 2021
Michael SabraNorthwestern Mutual Investment Services,LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherAug 24, 2021Sep 14, 2021
Thomas Clark WilliamsonNorthwestern Mutual Investment Services,LLC no RAUMTd Ameritrade, Inc. no RAUMOtherAug 18, 2021Jan 27, 2022 (162 d)
Alejandro Miguel VelazquezNorthwestern Mutual Investment Services,LLC no RAUMCarnegie Investment Counsel independent RIAOtherAug 18, 2021Feb 5, 2025 (1267 d)
Maribeth GungerNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherAug 17, 2021Aug 17, 2023 (730 d)
David Brian TestNorthwestern Mutual Investment Services,LLC no RAUMAvantax Advisory Services BD affiliatedOtherAug 12, 2021Nov 9, 2021 (89 d)
Jacob F LippertNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherAug 6, 2021Aug 19, 2021
Teresa Lynn De La TorreNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherAug 3, 2021Aug 31, 2021
Joseph Kurt BucklesNorthwestern Mutual Investment Services,LLC no RAUMValic Financial Advisors, Inc. BD affiliatedOtherAug 2, 2021Jul 20, 2021
Annmarie C AlanizNorthwestern Mutual Investment Services,LLC no RAUMMette Associates, LLC state registeredOtherJul 28, 2021May 16, 2023 (657 d)
Jamie Irving MattioliNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJul 28, 2021Jul 13, 2021
Matthew PoznicekNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherJul 28, 2021Jul 21, 2021
Cyla Fromm-MinettNorthwestern Mutual Investment Services,LLC no RAUMAmerican Independent Securities Group, LLC independent RIAOtherJul 27, 2021Jan 27, 2022 (184 d)
Brett J PawelkiewiczNorthwestern Mutual Investment Services,LLC no RAUMHighpoint Planning Partners independent RIAOtherJul 27, 2021Apr 10, 2024 (988 d)
Sarah Elizabeth ArthurNorthwestern Mutual Investment Services,LLC no RAUMValeo Financial Advisors, LLC independent RIAOtherJul 24, 2021Jul 19, 2021
Cedric Percell PowellNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherJul 22, 2021Jun 24, 2021
Chad Frederick WingNorthwestern Mutual Investment Services,LLC no RAUMCanopy Wealth Management independent RIAOtherJul 19, 2021Jun 19, 2021
James Carl CzirrNorthwestern Mutual Investment Services,LLC no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2021Aug 26, 2021 (45 d)
William M BertschaNorthwestern Mutual Investment Services,LLC no RAUMOppenheimer & Co. Inc. BD affiliatedOtherJul 2, 2021Sep 15, 2021 (75 d)
Harris D GreeneNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherJun 28, 2021May 9, 2023 (680 d)
Michael Thomas GentileNorthwestern Mutual Investment Services,LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherJun 15, 2021Jun 2, 2021
Rory Kyle HartmannNorthwestern Mutual Investment Services,LLC no RAUMRfg Advisory, LLC independent RIAOtherJun 15, 2021May 24, 2021
Nathan Alexander LittrellNorthwestern Mutual Investment Services,LLC no RAUMSecurian Financial Services, Inc. BD affiliatedOtherJun 15, 2021Jun 21, 2021
Aaron Charles MooreNorthwestern Mutual Investment Services,LLC no RAUMSecurian Financial Services, Inc. BD affiliatedOtherJun 15, 2021Jun 29, 2021
Christopher Michael KaminskiNorthwestern Mutual Investment Services,LLC no RAUMConsilio Wealth Advisors, LLC no RAUMOtherJun 14, 2021Jun 14, 2021
Nathaniel Michael DonohueNorthwestern Mutual Investment Services,LLC no RAUMConsilio Wealth Advisors, LLC no RAUMOtherJun 14, 2021Jun 21, 2021
David Rey YbarraNorthwestern Mutual Investment Services,LLC no RAUMConsilio Wealth Advisors, LLC no RAUMOtherJun 14, 2021Jun 14, 2021
Louise D'Angelo MontiNorthwestern Mutual Investment Services,LLC no RAUMPrivate Advisor Group, LLC BD affiliatedOtherJun 11, 2021Jun 8, 2021
Laura Marie GillenNorthwestern Mutual Investment Services,LLC no RAUMAvantax Planning Partners, Inc. independent RIAOtherJun 11, 2021Jun 15, 2021
John KonefalNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJun 10, 2021Jun 22, 2021
Robert Angus MacarthurNorthwestern Mutual Investment Services,LLC no RAUMValmark Advisers, Inc. BD affiliatedOtherJun 9, 2021Jun 1, 2021
Mark T LampereurNorthwestern Mutual Investment Services,LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherJun 9, 2021Jul 26, 2021 (47 d)
Matthew Christopher RhodesNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherJun 8, 2021Apr 7, 2025 (1399 d)
Brian Jacob KnappNorthwestern Mutual Investment Services,LLC no RAUMMosaic Family Wealth, LLC independent RIAOtherJun 7, 2021Jul 13, 2021 (36 d)
Arlette PolNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherJun 7, 2021Jun 10, 2021
Christine Marie BennettNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherJun 4, 2021Jun 3, 2021
Jordan Paul EarlesNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherMay 26, 2021May 26, 2021
Brook Drennen ActonNorthwestern Mutual Investment Services,LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherMay 25, 2021Apr 17, 2021
Samuel J LeidholmNorthwestern Mutual Investment Services,LLC no RAUME*Trade Capital Management, LLC independent RIAOtherMay 25, 2021Jul 27, 2021 (63 d)
Daniel R RuizNorthwestern Mutual Investment Services,LLC no RAUMMariner BD affiliatedOtherMay 24, 2021Jun 15, 2021
Jason JonesNorthwestern Mutual Investment Services,LLC no RAUMOneamerica Securities, Inc. BD affiliatedOtherMay 18, 2021May 28, 2021
Quinn Matthew ChathamNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherMay 12, 2021Mar 7, 2025 (1395 d)
Scott PetersenNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherMay 10, 2021Jul 1, 2021 (52 d)
Nathan Pratt BudrowNorthwestern Mutual Investment Services,LLC no RAUMGuardian Wealth Advisors, LLC independent RIAOtherApr 29, 2021Jul 16, 2021 (78 d)
Jeremy Wayne DavidNorthwestern Mutual Investment Services,LLC no RAUMNoble Wealth state registeredOtherApr 29, 2021Jan 3, 2022 (249 d)
Matthew Ray HaileNorthwestern Mutual Investment Services,LLC no RAUMScf Investment Advisors, Inc. BD affiliatedOtherApr 21, 2021May 26, 2021 (35 d)
Zachary Wyatt BrodyNorthwestern Mutual Investment Services,LLC no RAUMAmeritas Advisory Services BD affiliatedOtherApr 16, 2021May 15, 2021
Dea HarizajNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherApr 15, 2021Jun 2, 2021 (48 d)
Jose Miguel Hernandez-GomezNorthwestern Mutual Investment Services,LLC no RAUMBankers Life Advisory Services, Inc. BD affiliatedOtherApr 13, 2021Sep 2, 2021 (142 d)
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2,170 moves match.