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
Scott Daniel BantzNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC independent RIAOtherJan 23, 2023Jan 19, 2023
Thomas DamonNorthwestern Mutual Investment Services,LLC no RAUMElevate Capital Advisors independent RIAOtherJan 23, 2023Apr 6, 2023 (73 d)
Gillian StoddardNorthwestern Mutual Investment Services,LLC no RAUMB. Riley Wealth Advisors, Inc. BD affiliatedOtherJan 19, 2023Jan 11, 2023
Frank August FairbanksNorthwestern Mutual Investment Services,LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJan 12, 2023Aug 30, 2023 (230 d)
Jason NavarreNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2023Jan 23, 2023
Samuel E Thorp-NicholsNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherJan 11, 2023Jan 5, 2023
Timothy Taylor RickeyNorthwestern Mutual Investment Services,LLC no RAUMAxxcess Wealth Management, LLC independent RIAOtherJan 9, 2023Sep 22, 2025 (987 d)
Alan James KinesNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 6, 2023Jun 4, 2026 (1245 d)
Cameron VoegeleNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherJan 6, 2023Oct 11, 2023 (278 d)
Scott Lee WisnewskiNorthwestern Mutual Investment Services,LLC no RAUMJohnson Wealth Inc. mixed wealthOtherDec 31, 2022Jan 3, 2023
John G WatsonNorthwestern Mutual Investment Services,LLC no RAUMCommonwealth Financial Network national BDOtherDec 31, 2022Jun 14, 2023 (165 d)
Jose Ramon AlvarezNorthwestern Mutual Investment Services,LLC no RAUMMutual Of Omaha Investor Services, Inc. independent RIAOtherDec 31, 2022May 23, 2023 (143 d)
Gino RussoNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherDec 22, 2022Aug 10, 2023 (231 d)
Tracey Elizabeth RichardsonNorthwestern Mutual Investment Services,LLC no RAUMBdo Wealth Advisors, LLC independent RIAOtherDec 21, 2022May 22, 2023 (152 d)
Angelica Vernay ProctorNorthwestern Mutual Investment Services,LLC no RAUMCreative Planning Institutional Advisors, LLC institutionalOtherDec 21, 2022Jan 2, 2023
Khrista McwhorterNorthwestern Mutual Investment Services,LLC no RAUMScf Investment Advisors, Inc. BD affiliatedOtherDec 21, 2022Aug 6, 2024 (594 d)
Adam Jeffrey TrentNorthwestern Mutual Investment Services,LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherDec 13, 2022Mar 21, 2024 (464 d)
Kevin Daniel GeorgeNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherDec 1, 2022Dec 10, 2022
Alexander John VicarisiNorthwestern Mutual Investment Services,LLC no RAUMWells Fargo Advisors wirehouseOtherNov 21, 2022Dec 21, 2022
Bryan CorbittNorthwestern Mutual Investment Services,LLC no RAUMMercer Global Advisors Inc. independent RIAOtherNov 17, 2022Jul 17, 2023 (242 d)
Jon FerraioloNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherNov 17, 2022Jul 5, 2023 (230 d)
Carla K StohlmannNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherNov 14, 2022Nov 15, 2022
Bradley P StarkenNorthwestern Mutual Investment Services,LLC no RAUMSmart Wealth, LLC independent RIAOtherNov 9, 2022Dec 13, 2022 (34 d)
Brandon Leigh BurleighNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 8, 2022Jan 10, 2023 (63 d)
Stephen Trent GilbertNorthwestern Mutual Investment Services,LLC no RAUMTruist Advisory Services, Inc. BD affiliatedOtherNov 4, 2022Nov 21, 2022
Christopher Ryan TookerNorthwestern Mutual Investment Services,LLC no RAUMCwm, LLC BD affiliatedOtherNov 3, 2022Jan 23, 2023 (81 d)
James Harrison RandallNorthwestern Mutual Investment Services,LLC no RAUMCapital Advisors, Inc. independent RIAOtherNov 3, 2022Oct 31, 2022
Aldo Raymond SeversonNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Private Wealth Advisors LLC BD affiliatedOtherOct 31, 2022Dec 14, 2022 (44 d)
John D. KerrisNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherOct 26, 2022Dec 16, 2022 (51 d)
Hugh Douglas SeversNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 25, 2022Oct 26, 2022
Jake Taylor SpringerNorthwestern Mutual Investment Services,LLC no RAUMMy Legacy Advisors, LLC independent RIAOtherOct 18, 2022Apr 3, 2024 (533 d)
Daniel Aaron NewmanNorthwestern Mutual Investment Services,LLC no RAUMNoble Wealth Management P.B.C. no RAUMOtherOct 17, 2022Oct 3, 2022
Adam FallertNorthwestern Mutual Investment Services,LLC no RAUMThrivent Advisor Network, LLC BD affiliatedOtherOct 17, 2022Jan 9, 2023 (84 d)
Victoria K AmyotNorthwestern Mutual Investment Services,LLC no RAUMFirst Manhattan Co. LLC BD affiliatedOtherOct 17, 2022Feb 16, 2023 (122 d)
Jeffrey YauNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherOct 17, 2022Oct 26, 2022
Andrew David BasuNorthwestern Mutual Investment Services,LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherOct 17, 2022Nov 7, 2022
Alan Chen-OkNorthwestern Mutual Investment Services,LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherOct 17, 2022Nov 18, 2022 (32 d)
Tyrone ThorpeNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherOct 15, 2022Nov 11, 2022
Robert Jeffrey RossNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherOct 6, 2022Sep 20, 2022
David Alfred HollowayNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherOct 5, 2022Oct 3, 2022
Christopher Endre RhymeNorthwestern Mutual Investment Services,LLC no RAUMNoble Wealth Management P.B.C. no RAUMOtherOct 5, 2022Oct 4, 2022
Nathaniel Demetrious MchargNorthwestern Mutual Investment Services,LLC no RAUMNoble Wealth Management P.B.C. no RAUMOtherOct 5, 2022Oct 3, 2022
Mark Phillip AndersonNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherOct 3, 2022Sep 29, 2022
Tiago Xingu LimaNorthwestern Mutual Investment Services,LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 29, 2022Sep 29, 2022
Brett A MockNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherSep 29, 2022Oct 7, 2022
Kyle F LuettersNorthwestern Mutual Investment Services,LLC no RAUMMoneta Group Investment Advisors, LLC independent RIAOtherSep 27, 2022Oct 3, 2022
Robert Jean LunaNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherSep 21, 2022Sep 19, 2022
Jonathan R ChanceNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 21, 2022Nov 17, 2022 (57 d)
Steven Brant RoseNorthwestern Mutual Investment Services,LLC no RAUMTransamerica Financial Advisors, LLC BD affiliatedOtherSep 20, 2022Sep 17, 2024 (728 d)
William MccanneyNorthwestern Mutual Investment Services,LLC no RAUMHightower Advisors, LLC BD affiliatedOtherSep 19, 2022Apr 24, 2026 (1313 d)
Erik Benjamin HallenbeckNorthwestern Mutual Investment Services,LLC no RAUMAmeriprise Financial Services, LLC national BDOtherSep 16, 2022Oct 3, 2022
Archie Bartholomew GaitherNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherSep 15, 2022Oct 25, 2022 (40 d)
Jeremy Michael KittoeNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherSep 12, 2022Sep 22, 2022
Andres Esteban GuzmanNorthwestern Mutual Investment Services,LLC no RAUMBaker Tilly Wealth Management, LLC mixed wealthOtherSep 7, 2022Feb 8, 2023 (154 d)
Michael EisenstadtNorthwestern Mutual Investment Services,LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 6, 2022Oct 5, 2022
Kelly Ileen JordanNorthwestern Mutual Investment Services,LLC no RAUMOsaic Fa, Inc. BD affiliatedOtherAug 31, 2022Dec 19, 2022 (110 d)
Scott Anthony SchneiderNorthwestern Mutual Investment Services,LLC no RAUMBeacon Pointe Advisors, LLC independent RIAOtherAug 30, 2022Sep 12, 2022
Matthew HembergerNorthwestern Mutual Investment Services,LLC no RAUMMML Investors Services, LLC BD affiliatedOtherAug 18, 2022Aug 23, 2022
Stanley QuelleNorthwestern Mutual Investment Services,LLC no RAUMRaymond James & Associates, Inc. national BDOtherAug 17, 2022Nov 11, 2022 (86 d)
Dale Duane BartlettNorthwestern Mutual Investment Services,LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherAug 17, 2022Aug 29, 2022
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2,166 moves match.