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
Thomas ArundaleNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 23, 2024Oct 22, 2024 (60 d)
Kingsley WongNorthwestern Mutual Investment Services,LLC no RAUMTamar Securities, LLC independent RIAOtherAug 21, 2024Sep 16, 2024
Jonathan Andrew RainsNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherAug 19, 2024Jul 2, 2024
Alexander Maxwell KochNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherAug 19, 2024Aug 1, 2024
Emily Elizabeth GabrielNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherAug 14, 2024Jul 29, 2024
David LewisNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherAug 13, 2024Aug 9, 2024
William Brandon GoodingNorthwestern Mutual Investment Services,LLC no RAUMMainsail Asset Management, LLC independent RIAOtherAug 13, 2024Sep 3, 2024
Milford CarterNorthwestern Mutual Investment Services,LLC no RAUMMoney Concepts Advisory Service BD affiliatedOtherAug 1, 2024Jul 8, 2024
Stephen Anthony StavrouNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJul 25, 2024Aug 30, 2024 (36 d)
Tyson Carl FrerkingNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherJul 23, 2024Dec 2, 2024 (132 d)
John Allen PilkintonNorthwestern Mutual Investment Services,LLC no RAUMPeak American Investment Advisors, Inc. independent RIAOtherJul 15, 2024Oct 29, 2024 (106 d)
Christa Liane Rubenzer SchonscheckNorthwestern Mutual Investment Services,LLC no RAUMRetirement Income Strategies, LLC independent RIAOtherJul 11, 2024Nov 13, 2024 (125 d)
Bryce HefnerNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherJul 11, 2024Jul 2, 2024
Kelly Lyn HoezeeNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherJul 9, 2024Jul 24, 2024
Michael David LyubinskyNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJul 2, 2024Jun 25, 2024
Amanpreet Singh KohliNorthwestern Mutual Investment Services,LLC no RAUMStrategic Advisers LLC national BDOtherJun 28, 2024May 8, 2025 (314 d)
James Joseph BroderickNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJun 26, 2024Oct 23, 2024 (119 d)
Muralidharan GeorgeNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 21, 2024Jul 3, 2024
Frank Edward LeeNorthwestern Mutual Investment Services,LLC no RAUMScf Investment Advisors, Inc. BD affiliatedOtherJun 21, 2024Jul 10, 2024
Darrin Michael SharpNorthwestern Mutual Investment Services,LLC no RAUMMilestone Investment Advisors, LLC independent RIAOtherJun 20, 2024Jun 25, 2024
Andrew NewsomNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherJun 18, 2024Jul 20, 2024 (32 d)
Karolyn Joy WotringNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherJun 7, 2024Jan 8, 2025 (215 d)
Natalie Petrice HammondNorthwestern Mutual Investment Services,LLC no RAUMPrimerica Advisors national BDOtherJun 7, 2024Jun 17, 2024
Dylan Wade MartinNorthwestern Mutual Investment Services,LLC no RAUMThe Fiduciary Alliance independent RIAOtherMay 31, 2024Jun 17, 2024
Luis Alberto SalinasNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherMay 30, 2024May 21, 2024
Bradley Steven VickNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherMay 29, 2024May 21, 2024
Judith M NoffkeNorthwestern Mutual Investment Services,LLC no RAUMCadaret Grant & Co Inc BD affiliatedOtherMay 29, 2024Jun 3, 2024
Boyd BarnhardtNorthwestern Mutual Investment Services,LLC no RAUMAlphastar Capital Management independent RIAOtherMay 29, 2024Jul 30, 2024 (62 d)
Kimberly A CoxNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherMay 28, 2024May 21, 2024
Andrea S SchriefferNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC independent RIAOtherMay 28, 2024May 16, 2024
Kyle HoeppnerNorthwestern Mutual Investment Services,LLC no RAUMRussell Investments otherOtherMay 24, 2024Jun 21, 2024
Kenny HellerNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 24, 2024Jun 17, 2024
Shadi MaasriNorthwestern Mutual Investment Services,LLC no RAUMSecure Asset Management, L.L.C. independent RIAOtherMay 17, 2024May 7, 2024
Martin Lewis SchmidtNorthwestern Mutual Investment Services,LLC no RAUMCarrera Capital Advisors independent RIAOtherMay 16, 2024Jan 1, 2025 (230 d)
Ryan C McintyreNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherMay 16, 2024May 1, 2026 (715 d)
Joseph M LoewensteinNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherMay 16, 2024May 16, 2024
Toshua PhillipsNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherMay 16, 2024Jan 15, 2025 (244 d)
Alyssa ZuckNorthwestern Mutual Investment Services,LLC no RAUMWealth Enhancement Advisory Services, LLC independent RIAOtherMay 15, 2024May 16, 2024
Christian KuboshNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherMay 2, 2024Jun 18, 2024 (47 d)
Chase CaldwellNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherApr 29, 2024Jul 8, 2024 (70 d)
Michele BrehmNorthwestern Mutual Investment Services,LLC no RAUMEllenbecker Investment Group independent RIAOtherApr 24, 2024Jun 6, 2024 (43 d)
Dereck CochranNorthwestern Mutual Investment Services,LLC no RAUMCommonwealth Financial Network national BDOtherApr 24, 2024Apr 25, 2024
Charles William CastinoNorthwestern Mutual Investment Services,LLC no RAUMIndie Asset Partners, LLC independent RIAOtherApr 22, 2024Apr 24, 2024
Rebecca Kathleen GaylordNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherApr 17, 2024Mar 18, 2024
Steven Mccabe BruceNorthwestern Mutual Investment Services,LLC no RAUMBruce Wood Capital, LLC state registeredOtherApr 16, 2024Feb 13, 2025 (303 d)
Kathleen Jo WoodNorthwestern Mutual Investment Services,LLC no RAUMBruce Wood Capital, LLC state registeredOtherApr 16, 2024Feb 13, 2025 (303 d)
Christopher Patrick ReidNorthwestern Mutual Investment Services,LLC no RAUMWoodward Financial Advisors, Inc. independent RIAOtherApr 15, 2024Mar 19, 2025 (338 d)
Matt FlaksNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherApr 11, 2024Jun 27, 2024 (77 d)
Keith A DickersonNorthwestern Mutual Investment Services,LLC no RAUMRobert W. Baird & Co. Incorporated mixed wealthOtherApr 10, 2024Sep 14, 2026 (887 d)
Janelle L AldridgeNorthwestern Mutual Investment Services,LLC no RAUMLPL Enterprise, LLC no RAUMOtherApr 3, 2024Aug 22, 2024 (141 d)
Drew TuchfarberNorthwestern Mutual Investment Services,LLC no RAUMFifth Third Securities, Inc. BD affiliatedOtherApr 3, 2024Apr 10, 2024
Philip John FerraraNorthwestern Mutual Investment Services,LLC no RAUMScholar Financial Advising, LLC no RAUMOtherApr 2, 2024Apr 29, 2025 (392 d)
Anthony CampbellNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 26, 2024Feb 14, 2025 (325 d)
Evelyn ZukNorthwestern Mutual Investment Services,LLC no RAUMOsaic Fa, Inc. BD affiliatedOtherMar 26, 2024Jun 14, 2024 (80 d)
Joseph DwyerNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherMar 22, 2024Mar 1, 2024
Nico Joseph SantanielloNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherMar 1, 2024Feb 16, 2024
David Jeffrey EisenhauerNorthwestern Mutual Investment Services,LLC no RAUMGreykasell Wealth Strategies, Inc. independent RIAOtherFeb 29, 2024Jan 1, 2025 (307 d)
Thanh TranNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherFeb 27, 2024Mar 7, 2024
Eric Christopher RestrepoNorthwestern Mutual Investment Services,LLC no RAUMLifeworks Advisors, LLC independent RIAOtherFeb 22, 2024Mar 5, 2024
Joshua Daniel MagnusNorthwestern Mutual Investment Services,LLC no RAUMWealthbuilders Investments independent RIAOtherFeb 16, 2024Mar 24, 2024 (37 d)
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2,166 moves match.