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 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
Joseph Michael FaragassoNorthwestern Mutual Investment Services,LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherJul 15, 2025Jun 4, 2025
Jared Ross FischerNorthwestern Mutual Investment Services,LLC no RAUMAdvisors Asset Management, Inc. mixed wealthOtherJul 9, 2025Sep 11, 2025 (64 d)
Jonathon HollinsNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJun 27, 2025Dec 2, 2025 (158 d)
Adam KotkoskiNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJun 25, 2025Jun 24, 2025
Dylan AllredNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 24, 2025Aug 14, 2025 (51 d)
James R DriscollNorthwestern Mutual Investment Services,LLC no RAUMRise North Capital Investment Advisors no RAUMOtherJun 23, 2025Dec 9, 2025 (169 d)
Tyler DavisNorthwestern Mutual Investment Services,LLC no RAUMLPL Enterprise, LLC BD affiliatedOtherJun 19, 2025Dec 11, 2025 (175 d)
Scott William YeomansNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJun 16, 2025Aug 25, 2025 (70 d)
Amalea ZegarzewskiNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 16, 2025Jun 27, 2025
Joseph Theodore MecenasNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJun 13, 2025Nov 3, 2025 (143 d)
Stephen M PlackisNorthwestern Mutual Investment Services,LLC no RAUMBfc Planning, Inc. BD affiliatedOtherJun 12, 2025May 29, 2025
Erin Geraldine CaldwellNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJun 12, 2025Jan 1, 2026 (203 d)
Donny Wayne WalbergNorthwestern Mutual Investment Services,LLC no RAUMU.S. Bancorp Investments, Inc. BD affiliatedOtherJun 11, 2025Jul 1, 2025
Gavin Edward BizeauNorthwestern Mutual Investment Services,LLC no RAUMLarson Financial Group, LLC BD affiliatedOtherJun 11, 2025Sep 8, 2025 (89 d)
Jonathan WolanykNorthwestern Mutual Investment Services,LLC no RAUMNorthstar Financial Planning, LLC independent RIAOtherJun 6, 2025Jul 9, 2025 (33 d)
Nicholas John DoddsNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJun 5, 2025Jun 2, 2025
Samuel Hunter BeallNorthwestern Mutual Investment Services,LLC no RAUMCreativeone Wealth, LLC independent RIAOtherJun 5, 2025Jun 3, 2025
Gene Allen LarockNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJun 3, 2025Jun 2, 2025
Joanna Maria PappasNorthwestern Mutual Investment Services,LLC no RAUMFirst Citizens Investor Services, Inc. BD affiliatedOtherMay 30, 2025Jun 4, 2025
Joseph W HillerNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 30, 2025Jun 10, 2025
William BeardmoreNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherMay 22, 2025May 21, 2025
Rory EldredgeNorthwestern Mutual Investment Services,LLC no RAUMCharles Schwab & Co., Inc. national BDOtherMay 16, 2025May 29, 2025
Alexis E RodriguezNorthwestern Mutual Investment Services,LLC no RAUMIndependent Financial Partners BD affiliatedOtherMay 16, 2025Aug 12, 2025 (88 d)
Christina Marie HarmonNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherMay 15, 2025Jun 16, 2025 (32 d)
Daniel Brian MaudeNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherMay 13, 2025Jul 9, 2025 (57 d)
Jorge CordovaNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherMay 8, 2025Apr 22, 2025
Joshua Thomas WallNorthwestern Mutual Investment Services,LLC no RAUMOsaic Wealth, Inc. BD affiliatedOtherMay 7, 2025Apr 23, 2025
Gabriel Anthony MoserNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherMay 6, 2025Jun 30, 2025 (55 d)
Kathleen Wilson TillmanNorthwestern Mutual Investment Services,LLC no RAUMEsi Financial Advisors independent RIAOtherMay 5, 2025May 20, 2025
Zachary William MotlNorthwestern Mutual Investment Services,LLC no RAUMBrady Martz Wealth Solutions, LLC independent RIAOtherMay 2, 2025May 14, 2025
Roger VenturaNorthwestern Mutual Investment Services,LLC no RAUMCitigroup Global Markets Inc. BD affiliatedOtherMay 1, 2025May 16, 2025
Dalton A GradosNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherMay 1, 2025Jun 30, 2025 (60 d)
Amanda SmithNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherMay 1, 2025May 12, 2025
Angel Julian CambronNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 29, 2025Sep 15, 2025 (139 d)
Zachary Charles LawsonNorthwestern Mutual Investment Services,LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherApr 25, 2025Apr 21, 2025
Gabriel Louis GouldNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherApr 23, 2025Jul 28, 2025 (96 d)
Eli FordNorthwestern Mutual Investment Services,LLC no RAUMFbl Wealth Management, LLC BD affiliatedOtherApr 18, 2025Jun 26, 2025 (69 d)
Jake LuthardtNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherApr 15, 2025May 8, 2025
Nicholas M PagliaiNorthwestern Mutual Investment Services,LLC no RAUMLincoln Investment independent RIAOtherApr 7, 2025Sep 29, 2025 (175 d)
Justin David MannNorthwestern Mutual Investment Services,LLC no RAUMStrategic Advisers LLC national BDOtherApr 7, 2025Sep 25, 2025 (171 d)
Michael Andrew MirelesNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherApr 1, 2025Apr 5, 2025
Stephanie Elaine Van DykeNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherMar 26, 2025Mar 30, 2026 (369 d)
Johnathan IrionsNorthwestern Mutual Investment Services,LLC no RAUMEdge Financial Advisors, LLC independent RIAOtherMar 26, 2025Apr 18, 2025
Jack KnutsonNorthwestern Mutual Investment Services,LLC no RAUMModern Wealth Management, LLC independent RIAOtherMar 21, 2025Mar 18, 2025
Lisa Ruggery BoltenNorthwestern Mutual Investment Services,LLC no RAUMVanguard Advisers, Inc. BD affiliatedOtherMar 11, 2025Apr 1, 2025
James A DunnNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherMar 10, 2025Apr 28, 2025 (49 d)
Ryan S. EricksenNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherMar 5, 2025Mar 7, 2025
Thomas J. EichNorthwestern Mutual Investment Services,LLC no RAUMRBC Capital Markets, LLC national BDOtherMar 5, 2025Jul 13, 2026 (495 d)
Christina Faith DavisNorthwestern Mutual Investment Services,LLC no RAUMMikhael Paul state registeredOtherMar 5, 2025Jun 2, 2025 (89 d)
David Michael TiutczenkoNorthwestern Mutual Investment Services,LLC no RAUMEast Valley Wealth LLC state registeredOtherFeb 28, 2025Mar 10, 2025
Joseph PrioreNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherFeb 28, 2025Apr 14, 2025 (45 d)
Brian David MirmanNorthwestern Mutual Investment Services,LLC no RAUMCorient independent RIAOtherFeb 26, 2025May 2, 2025 (65 d)
Michael CusickNorthwestern Mutual Investment Services,LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherFeb 24, 2025Feb 25, 2025
David T CarruthNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherFeb 21, 2025Feb 12, 2025
Taylor M HollowayNorthwestern Mutual Investment Services,LLC no RAUMRidgeline Wealth Advisors, LLC. independent RIAOtherFeb 21, 2025Mar 17, 2025
Heather Lea WilliamsNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherFeb 20, 2025Mar 28, 2025 (36 d)
Corey KiewietNorthwestern Mutual Investment Services,LLC no RAUMSummit Financial, LLC BD affiliatedOtherFeb 20, 2025Feb 19, 2025
Ryan Blair StewartNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherFeb 14, 2025Jan 13, 2025
Katherine Mackrell OvenNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherFeb 11, 2025Mar 6, 2025
Jeremiah Harrison Askew KinzieNorthwestern Mutual Investment Services,LLC no RAUMThe Ameriflex Group BD affiliatedOtherFeb 11, 2025Feb 14, 2025
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2,166 moves match.