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
Allison ModrakNorthwestern Mutual Investment Services,LLC no RAUMAllworth Financial, L.P. BD affiliatedOtherFeb 13, 2024Feb 13, 2024
Allison Marie MalcolmNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherFeb 12, 2024May 31, 2024 (109 d)
Steven PotwinNorthwestern Mutual Investment Services,LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherFeb 9, 2024Mar 21, 2024 (41 d)
Jordan FreundNorthwestern Mutual Investment Services,LLC no RAUMBeacon Pointe Advisors, LLC independent RIAOtherFeb 7, 2024Jan 29, 2024
Mark David RiebesehlNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJan 31, 2024Jan 24, 2024
Hunter R SchwimmerNorthwestern Mutual Investment Services,LLC no RAUMAffiance Financial LLC independent RIAOtherJan 30, 2024Jun 24, 2024 (146 d)
Jonathan Gregory WilsonNorthwestern Mutual Investment Services,LLC no RAUMMilestone Investment Advisors, LLC independent RIAOtherJan 26, 2024Feb 7, 2024
Benjamin G DavidsonNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 26, 2024Feb 28, 2024 (33 d)
Seth RiversNorthwestern Mutual Investment Services,LLC no RAUMKestra Advisory Services, LLC BD affiliatedOtherJan 18, 2024Mar 11, 2025 (418 d)
Geoffrey Edward TuthillNorthwestern Mutual Investment Services,LLC no RAUMIndependence Financial Advisors, LLC independent RIAOtherJan 16, 2024Jan 30, 2024
Kelly Dawn LambertNorthwestern Mutual Investment Services,LLC no RAUMCopper Financial independent RIAOtherJan 11, 2024Apr 16, 2025 (461 d)
Walter John RothNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 10, 2024Aug 21, 2026 (954 d)
Zachary Louis DamstetterNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherJan 9, 2024Jan 2, 2024
Justin RacculiaNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJan 9, 2024Jan 2, 2024
Anne Elizabeth SchuttNorthwestern Mutual Investment Services,LLC no RAUMMidwestern Securities Trading Co.,LLC independent RIAOtherJan 5, 2024Jan 25, 2024
John ZamboangaNorthwestern Mutual Investment Services,LLC no RAUMAscentis Independent Advisors, LLC independent RIAOtherJan 2, 2024Feb 29, 2024 (58 d)
Eric AlvaradoNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 2, 2024Feb 29, 2024 (58 d)
Heather BullNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherDec 31, 2023Jan 5, 2024
Joshua SalwayNorthwestern Mutual Investment Services,LLC no RAUMFull Of Grace Financial state registeredOtherDec 16, 2023Jan 22, 2024 (37 d)
Lemond Arthur PontonNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherDec 13, 2023Jan 2, 2024
Brendon WalshNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherDec 6, 2023Feb 13, 2024 (69 d)
Hendry NurjadiNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherDec 5, 2023Nov 16, 2023
Robert Charles CiriacksNorthwestern Mutual Investment Services,LLC no RAUMCharles Schwab & Co., Inc. national BDOtherDec 4, 2023Dec 12, 2023
Edward Gill IIINorthwestern Mutual Investment Services,LLC no RAUMInvst, LLC independent RIAOtherNov 16, 2023Feb 2, 2024 (78 d)
Sarah Elizabeth PierceNorthwestern Mutual Investment Services,LLC no RAUMWatershed Private Wealth independent RIAOtherNov 14, 2023Nov 3, 2023
Leif Jacob BrielNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC independent RIAOtherNov 13, 2023Nov 13, 2023
Rodney DeckerNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherNov 10, 2023Apr 8, 2024 (150 d)
Zachary B CurtisNorthwestern Mutual Investment Services,LLC no RAUMPgim Investments LLC asset managerOtherNov 10, 2023Jan 29, 2024 (80 d)
Jacquelyn ColemanNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherNov 9, 2023Feb 26, 2026 (840 d)
Sara Emily WrightNorthwestern Mutual Investment Services,LLC no RAUMDomain Money Advisors, LLC no RAUMOtherNov 9, 2023Jan 16, 2026 (799 d)
Terry Wayne SpencerNorthwestern Mutual Investment Services,LLC no RAUMUsi Advisors institutionalOtherNov 7, 2023Sep 16, 2025 (679 d)
Frank Joseph UxaNorthwestern Mutual Investment Services,LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherNov 7, 2023Apr 5, 2024 (150 d)
Craig Michael GoldenNorthwestern Mutual Investment Services,LLC no RAUMNepsis, Inc. independent RIAOtherNov 1, 2023Apr 5, 2024 (156 d)
Joseph M BrooksNorthwestern Mutual Investment Services,LLC no RAUMSapere Wealth Management, LLC independent RIAOtherOct 31, 2023May 1, 2024 (183 d)
Daniel TobikNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherOct 31, 2023Jan 4, 2024 (65 d)
Samantha PezzuteNorthwestern Mutual Investment Services,LLC no RAUMSalzinger Sheaff Brock, LLC independent RIAOtherOct 26, 2023Nov 16, 2023
Rafael AvramovNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherOct 26, 2023Oct 5, 2023
Lee W NorthernNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 25, 2023Apr 10, 2024 (168 d)
Jonathan KleinNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherOct 24, 2023Oct 24, 2023
Lane StephensNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherOct 24, 2023Oct 11, 2023
Gregg M SainsburyNorthwestern Mutual Investment Services,LLC no RAUMBoyum Wealth Architects LLC independent RIAOtherOct 20, 2023Jun 12, 2025 (601 d)
Gary R DavisNorthwestern Mutual Investment Services,LLC no RAUMFinancial & Tax Architects, LLC independent RIAOtherOct 20, 2023Feb 27, 2024 (130 d)
W Ben FoxNorthwestern Mutual Investment Services,LLC no RAUMEversource Wealth Advisors, LLC independent RIAOtherOct 20, 2023Oct 16, 2023
Michael A GuthrieNorthwestern Mutual Investment Services,LLC no RAUMShp Wealth Management, LLC independent RIAOtherOct 17, 2023Oct 26, 2023
Corey Thomas CreelNorthwestern Mutual Investment Services,LLC no RAUMFarther independent RIAOtherOct 17, 2023Feb 25, 2026 (862 d)
John Alexander GardnerNorthwestern Mutual Investment Services,LLC no RAUMEp Wealth Advisors independent RIAOtherOct 12, 2023Dec 5, 2023 (54 d)
Christopher HathawayNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherOct 6, 2023Sep 27, 2023
Brian J SamecNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC independent RIAOtherSep 29, 2023Sep 22, 2023
Tyler Lee LeiphartNorthwestern Mutual Investment Services,LLC no RAUMRkl Private Wealth independent RIAOtherSep 27, 2023Nov 6, 2023 (40 d)
Forrest PattersonNorthwestern Mutual Investment Services,LLC no RAUMGradient Wealth Management BD affiliatedOtherSep 27, 2023Jan 2, 2024 (97 d)
Michael Bradley EnglundNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC independent RIAOtherSep 25, 2023Sep 15, 2023
John Fremont-SmithNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherSep 21, 2023Oct 5, 2023
Thomas GerstenschlagerNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherSep 20, 2023Oct 11, 2023
Huan WangNorthwestern Mutual Investment Services,LLC no RAUMAvantax Advisory Services BD affiliatedOtherSep 19, 2023Jan 8, 2024 (111 d)
Timothy B ParsonsNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherSep 18, 2023Oct 26, 2023 (38 d)
Lindsay GriesemerNorthwestern Mutual Investment Services,LLC no RAUMOsaic Advisory Services, LLC BD affiliatedOtherSep 14, 2023Sep 11, 2023
Mija BartholomeNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherSep 14, 2023Sep 20, 2023
Paul Rine PigmanNorthwestern Mutual Investment Services,LLC no RAUMFirst Manhattan Co. LLC BD affiliatedOtherSep 12, 2023Sep 4, 2024 (358 d)
Kathryn MartinNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherSep 12, 2023Aug 30, 2023
Erik J PedersenNorthwestern Mutual Investment Services,LLC no RAUMCommonwealth Financial Network national BDOtherSep 11, 2023Jan 23, 2024 (134 d)
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2,166 moves match.