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
David CawleyNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherFeb 10, 2025May 19, 2025 (98 d)
Chad Alan Thomas-KillamNorthwestern Mutual Investment Services,LLC no RAUMPotomac asset managerOtherFeb 7, 2025Mar 5, 2025
Jarod RuckerNorthwestern Mutual Investment Services,LLC no RAUMHightower Advisors, LLC BD affiliatedOtherFeb 5, 2025Feb 4, 2025
Dan David SeedsNorthwestern Mutual Investment Services,LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherFeb 4, 2025Feb 19, 2025
Michael MildrumNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherFeb 4, 2025Jan 17, 2025
Chester S ToddNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherFeb 3, 2025Feb 24, 2025
Caleb WhiteNorthwestern Mutual Investment Services,LLC no RAUMProvision Wealth Management, Inc state registeredOtherJan 30, 2025Jan 30, 2025
Connor LowNorthwestern Mutual Investment Services,LLC no RAUMPrivate Client Services, LLC BD affiliatedOtherJan 30, 2025Jan 2, 2025
Darren JarosikNorthwestern Mutual Investment Services,LLC no RAUMThe Ascent Group, LLC independent RIAOtherJan 29, 2025Apr 4, 2025 (65 d)
Lawrence JohnsonNorthwestern Mutual Investment Services,LLC no RAUMLPL Enterprise, LLC no RAUMOtherJan 23, 2025Jan 31, 2025
Robert WirthweinNorthwestern Mutual Investment Services,LLC no RAUMHsbc Securities (USA) Inc. BD affiliatedOtherJan 23, 2025Jan 24, 2025
Gregory James VogelNorthwestern Mutual Investment Services,LLC no RAUMLincolnbridge Financial Planning, LLC no RAUMOtherJan 16, 2025Jan 7, 2025
Richard R DavisNorthwestern Mutual Investment Services,LLC no RAUMLPL Enterprise, LLC BD affiliatedOtherJan 15, 2025Jul 3, 2026 (534 d)
Kayleigh ZarndtNorthwestern Mutual Investment Services,LLC no RAUMApollon Financial, LLC independent RIAOtherJan 15, 2025Apr 24, 2025 (99 d)
Nicholas C GeorgeNorthwestern Mutual Investment Services,LLC no RAUMClearmind Capital state registeredOtherJan 14, 2025Jan 17, 2025
Joshua Justun JonesNorthwestern Mutual Investment Services,LLC no RAUMGateway Wealth Partners, LLC independent RIAOtherJan 13, 2025Jan 14, 2025
Theodore KanakarisNorthwestern Mutual Investment Services,LLC no RAUMLincoln Investment independent RIAOtherJan 13, 2025Jan 15, 2025
Brian NewmanNorthwestern Mutual Investment Services,LLC no RAUMIntegrity Alliance, LLC BD affiliatedOtherJan 13, 2025Jan 13, 2025
Cynthia Robyn DurdinNorthwestern Mutual Investment Services,LLC no RAUMMusic Row Wealth Management independent RIAOtherJan 6, 2025Jan 14, 2025
Alan Abraham ZwickerNorthwestern Mutual Investment Services,LLC no RAUMGoodman Advisory Group, LLC independent RIAOtherJan 6, 2025Sep 9, 2025 (246 d)
Luke Philip ToewsNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherDec 31, 2024Jan 27, 2025
Aimee KeeneyNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherDec 16, 2024Nov 15, 2024
Justin TateNorthwestern Mutual Investment Services,LLC no RAUMCwm, LLC BD affiliatedOtherDec 13, 2024Apr 6, 2026 (479 d)
Angel RomanNorthwestern Mutual Investment Services,LLC no RAUMState Farm Investment Management Corp. asset managerOtherDec 12, 2024Mar 18, 2025 (96 d)
Timothy M ChurchNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherDec 9, 2024Jun 5, 2025 (178 d)
Connor BakerNorthwestern Mutual Investment Services,LLC no RAUMAsset Allocation Strategies, LLC independent RIAOtherDec 5, 2024Jan 1, 2025
Robert Joseph RuelleNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC independent RIAOtherDec 3, 2024Dec 20, 2024
Clint A HeislerNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherDec 3, 2024Nov 18, 2024
Ryan William SchmidtNorthwestern Mutual Investment Services,LLC no RAUMLPL Enterprise, LLC no RAUMOtherDec 3, 2024Dec 5, 2024
Richard Blair HolmanNorthwestern Mutual Investment Services,LLC no RAUMRobert W. Baird & Co. Incorporated mixed wealthOtherNov 27, 2024Nov 5, 2024
James J KennedyNorthwestern Mutual Investment Services,LLC no RAUMMercer Global Advisors Inc. independent RIAOtherNov 27, 2024Mar 4, 2025 (97 d)
Reed D SmithNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherNov 25, 2024Feb 11, 2025 (78 d)
Kevin W SidesNorthwestern Mutual Investment Services,LLC no RAUMMooney Financial state registeredOtherNov 22, 2024Nov 22, 2024
Reem RawashdehNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherNov 19, 2024Nov 21, 2024
Vanessa Elise AltomNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherNov 18, 2024Dec 26, 2024 (38 d)
Joseph M MonteleoneNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherNov 7, 2024Nov 14, 2024
Adam FallertNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 7, 2024Nov 12, 2024
Preston Mark HaasNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherNov 7, 2024Nov 4, 2024
Michael Allen CaseNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherNov 6, 2024Nov 5, 2024
Myles Pennington AllinghamNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherNov 1, 2024Nov 14, 2024
Dominic Schultz BoggioNorthwestern Mutual Investment Services,LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherOct 22, 2024Nov 13, 2024
Brian John KageNorthwestern Mutual Investment Services,LLC no RAUMBenjamin F. Edwards & Company, Incorporated BD affiliatedOtherOct 16, 2024Dec 10, 2024 (55 d)
Joel SillowayNorthwestern Mutual Investment Services,LLC no RAUMArcadia Wealth Management, LLC independent RIAOtherOct 16, 2024Nov 15, 2024
Jeffrey Thomas BoneNorthwestern Mutual Investment Services,LLC no RAUMFra Wealth Management LLC independent RIAOtherOct 10, 2024Mar 20, 2025 (161 d)
Emily MeredithNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherOct 10, 2024Oct 31, 2024
Lauren Michele FakonasNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherOct 10, 2024Oct 4, 2024
Ronald Lynn HerronNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherOct 7, 2024Feb 13, 2025 (129 d)
Solmaz MoralesNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 2, 2024Oct 14, 2024
Blake SneedNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 1, 2024Oct 23, 2024
Michael S MacfarlaneNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherSep 20, 2024Sep 16, 2024
William F BeckNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherSep 20, 2024Sep 17, 2024
Colin RisslerNorthwestern Mutual Investment Services,LLC no RAUMCharles Schwab & Co., Inc. national BDOtherSep 20, 2024Dec 17, 2024 (88 d)
Noel Justin KaminskiNorthwestern Mutual Investment Services,LLC no RAUMEsi Financial Advisors independent RIAOtherSep 18, 2024Sep 25, 2024
Vincent Joseph CagninaNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherSep 17, 2024Jul 15, 2025 (301 d)
Zachary Adam GasperNorthwestern Mutual Investment Services,LLC no RAUMPerspective Wealth Advisors no RAUMOtherSep 9, 2024Sep 9, 2024
Cole Gunnar JohnsonNorthwestern Mutual Investment Services,LLC no RAUMPerspective Wealth Advisors no RAUMOtherSep 9, 2024Sep 9, 2024
Shawn RooneyNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherSep 4, 2024Oct 8, 2024 (34 d)
Caleb James SturgisNorthwestern Mutual Investment Services,LLC no RAUMKoss-Olinger Consulting, LLC. independent RIAOtherAug 30, 2024Oct 30, 2024 (61 d)
Anthony I SmithNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherAug 27, 2024Oct 5, 2024 (39 d)
Christopher Michael RivasNorthwestern Mutual Investment Services,LLC no RAUMGoldman Sachs Wealth Services, L.P. BD affiliatedOtherAug 26, 2024Sep 4, 2024
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2,166 moves match.