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
Jonathan Asher EisnerNorthwestern Mutual Investment Services,LLC no RAUMOsaic Wealth, Inc. BD affiliatedOtherSep 11, 2023Sep 5, 2023
Sebastian Frederick Merekas RussellNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherSep 11, 2023Sep 26, 2023
Paul Gerald HodgeNorthwestern Mutual Investment Services,LLC no RAUMMeridian Wealth Management, LLC independent RIAOtherSep 8, 2023Aug 24, 2023
Jillian Ashley ReddellNorthwestern Mutual Investment Services,LLC no RAUMSanctuary Advisors, LLC BD affiliatedOtherAug 29, 2023Sep 1, 2023
Benjamin A CarneyNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherAug 17, 2023Sep 13, 2024 (393 d)
Ardis OwensNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherAug 16, 2023Aug 15, 2023
Luke E GeraldNorthwestern Mutual Investment Services,LLC no RAUMEdelman Financial Engines independent RIAOtherAug 4, 2023May 20, 2024 (290 d)
Samson Lee DemossNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherJul 26, 2023Sep 8, 2023 (44 d)
Thomas AvanzatoNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJul 25, 2023Oct 6, 2023 (73 d)
Dwight Christopher LarkinNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherJul 20, 2023Aug 2, 2023
Autumn WeemsNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 14, 2023Jul 10, 2023
Zachary BognarNorthwestern Mutual Investment Services,LLC no RAUMTd Private Client Wealth LLC BD affiliatedOtherJul 13, 2023Aug 7, 2023
Kalpesh Hasmukh PatelNorthwestern Mutual Investment Services,LLC no RAUMCharles Schwab & Co., Inc. national BDOtherJul 6, 2023Jul 21, 2023
Justin PeterkinNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 6, 2023Nov 20, 2023 (137 d)
Trevor CampbellNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC independent RIAOtherJun 27, 2023Jan 23, 2024 (210 d)
Johnathon SoriaNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJun 21, 2023Dec 20, 2023 (182 d)
David CarlorNorthwestern Mutual Investment Services,LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherJun 12, 2023Jun 6, 2023
Veronica Maria Parellada EllerNorthwestern Mutual Investment Services,LLC no RAUMVim Wealth Management, LLC state registeredOtherJun 12, 2023Jul 7, 2023
Jonathan Calvin DavidsonNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherJun 9, 2023Jul 10, 2023 (31 d)
Ryan Frank GravinaNorthwestern Mutual Investment Services,LLC no RAUMSteward Partners Investment Advisory, LLC BD affiliatedOtherJun 9, 2023Sep 5, 2023 (88 d)
Kelsea VollandNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 9, 2023Jun 8, 2023
Aubrey E VaughnNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJun 6, 2023Jun 27, 2023
Richard S CapitaniNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherJun 6, 2023Aug 8, 2023 (63 d)
Bryan Melvin LageNorthwestern Mutual Investment Services,LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherJun 2, 2023Apr 10, 2025 (678 d)
Jayson De Jesus CollazoNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJun 2, 2023Jul 11, 2023 (39 d)
Chandra Alexis BurnsNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherJun 1, 2023May 25, 2023
Isiah John WilliamsNorthwestern Mutual Investment Services,LLC no RAUMAudible Wealth Management state registeredOtherMay 25, 2023May 21, 2024 (362 d)
Logan SmithNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherMay 24, 2023Jun 22, 2023
Chad D WhippleNorthwestern Mutual Investment Services,LLC no RAUMVenture Visionary Partners LLC independent RIAOtherMay 22, 2023May 21, 2023
Joey R BanghartNorthwestern Mutual Investment Services,LLC no RAUMCjc Wealth Management independent RIAOtherMay 16, 2023May 17, 2023
Tyree D. FloydNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherMay 16, 2023Sep 13, 2023 (120 d)
Michael Joseph Peter TilattiNorthwestern Mutual Investment Services,LLC no RAUMTilatti Wealth Management LLC state registeredOtherMay 16, 2023Apr 1, 2024 (321 d)
Andrew James FallwellNorthwestern Mutual Investment Services,LLC no RAUMLever Wealth Management state registeredOtherMay 12, 2023Jul 29, 2024 (444 d)
Forest William Addison DuttonNorthwestern Mutual Investment Services,LLC no RAUMBrightworks Financial Planning LLC state registeredOtherMay 11, 2023May 12, 2023
Erin M BrazzoniNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherMay 8, 2023Oct 10, 2023 (155 d)
Matthew Jordan SeliharNorthwestern Mutual Investment Services,LLC no RAUMColorado Wealth Group LLC independent RIAOtherMay 1, 2023Jan 16, 2024 (260 d)
Kellen L BonnafouxNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 27, 2023Sep 21, 2023 (147 d)
Daniel August CeschinNorthwestern Mutual Investment Services,LLC no RAUMMwa Financial Services, Inc. independent RIAOtherApr 26, 2023Jun 26, 2024 (427 d)
Ryan M AzingerNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherApr 20, 2023May 17, 2023
Aimee Carissa DaigleNorthwestern Mutual Investment Services,LLC no RAUMEdward Jones national BDOtherApr 20, 2023Jul 18, 2023 (89 d)
Logan M MannNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherApr 18, 2023May 5, 2023
Steven Michael KlueverNorthwestern Mutual Investment Services,LLC no RAUMOn Investment Management Co BD affiliatedOtherApr 14, 2023May 19, 2023 (35 d)
Adrian VoytelmgumNorthwestern Mutual Investment Services,LLC no RAUMAegis Capital Corp. BD affiliatedOtherApr 14, 2023May 22, 2023 (38 d)
Reynaldo OrtizNorthwestern Mutual Investment Services,LLC no RAUMM Holdings Securities, Inc. BD affiliatedOtherApr 11, 2023Aug 22, 2023 (133 d)
James Banks BrownNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherApr 11, 2023Apr 24, 2023
Zachary Yale JonesNorthwestern Mutual Investment Services,LLC no RAUMBrookwood Investment Group no RAUMOtherApr 11, 2023Mar 2, 2023
Tyquia ClarkNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherApr 11, 2023Mar 31, 2023
Brittney B DeeseNorthwestern Mutual Investment Services,LLC no RAUMUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 6, 2023Mar 29, 2023
Lawrence Ewing StevensonNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 4, 2023Apr 25, 2023
John SachariahNorthwestern Mutual Investment Services,LLC no RAUMTd Private Client Wealth LLC BD affiliatedOtherApr 3, 2023Apr 13, 2023
Jose De Jesus Lopez-MedelNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherMar 29, 2023Aug 1, 2023 (125 d)
Shane Kyle StromeiNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherMar 24, 2023Apr 11, 2023
Tony ToskaNorthwestern Mutual Investment Services,LLC no RAUMCardinal Wealth Management state registeredOtherMar 23, 2023Feb 28, 2023
Elijah Daniel BarrowsNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherMar 17, 2023Mar 14, 2023
Kelsey WilsonNorthwestern Mutual Investment Services,LLC no RAUMBlacklines Financial state registeredOtherMar 14, 2023Jan 20, 2023
John Frederick PeggNorthwestern Mutual Investment Services,LLC no RAUMCitigroup Global Markets Inc. BD affiliatedOtherMar 2, 2023Jun 16, 2025 (837 d)
Leonard D DewberryNorthwestern Mutual Investment Services,LLC no RAUMLPL Enterprise, LLC BD affiliatedOtherFeb 24, 2023Jul 30, 2025 (887 d)
Roger Sverre MachlinNorthwestern Mutual Investment Services,LLC no RAUMPower Financial Partners, LLC no RAUMOtherFeb 17, 2023Feb 17, 2023
Debbie Lynn TannerNorthwestern Mutual Investment Services,LLC no RAUMPower Financial Partners, LLC no RAUMOtherFeb 11, 2023Feb 17, 2023
Amie Jeanne AgamataNorthwestern Mutual Investment Services,LLC no RAUMLPL Financial LLC independent RIAOtherJan 31, 2023Jan 9, 2023
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2,166 moves match.