Advisor moves

Arrivals at 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.

1,632 moves
AdvisorFromToTypeLeftRegistered
Richard McdonaldLnw independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 24, 2022Feb 4, 2022
Jonathan KleinStifel, Nicolaus & Company, Incorporated national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 21, 2022Aug 17, 2023 (573 d)
Andrew Philip HeilWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 19, 2022Feb 10, 2022
Stephanie E JordanAllspring Funds Management, LLC asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 18, 2022Feb 23, 2022 (36 d)
Allison Beth MeyersAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 17, 2022Mar 2, 2022 (44 d)
Dwight Christopher LarkinPrincipal Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 13, 2022Jan 31, 2022
Tess JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 13, 2022Apr 4, 2022 (81 d)
Joshua Daniel MagnusWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 10, 2022Jan 28, 2022
Allison ModrakCliftonlarsonallen Wealth Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 7, 2022May 24, 2022 (137 d)
Nicholas C GeorgeGlobal Retirement Partners LLC institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 7, 2022Feb 25, 2022 (49 d)
Gabriel Louis GouldSecurian Financial Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2022Jan 14, 2022
Amanpreet Singh KohliCapital Management Group unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2022Mar 10, 2022 (64 d)
Selmon Ted FranklinSteward Partners Investment Advisory, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 3, 2022Apr 27, 2022 (114 d)
Jack SuttmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 3, 2022Jul 20, 2022 (198 d)
Lisa Ruggery BoltenLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 3, 2022Jul 26, 2022 (204 d)
Frank Paul RatiniJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2021Apr 22, 2022 (112 d)
Kingsley WongJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2021Aug 2, 2022 (214 d)
Eli FordFbl Wealth Management, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2021Feb 1, 2022 (32 d)
Benjamin Daniel HersheyMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 22, 2021Feb 4, 2022 (44 d)
Miranda Lee CriscimagnaEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 21, 2021Jan 4, 2022
Jeffrey YauCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 20, 2021Feb 1, 2022 (43 d)
Adam FallertPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 14, 2021Feb 2, 2022 (50 d)
Kunal PatelWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 8, 2021Jan 25, 2022 (48 d)
David BruceRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 2, 2021Jan 1, 2025 (1126 d)
Nicholas John DoddsWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 2, 2021Jan 11, 2022 (40 d)
Robert Joel EisenbergVerity Asset Management independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 1, 2021Apr 4, 2022 (124 d)
Caleb Eugene MeadeCalton & Associates, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherNov 24, 2021Jan 17, 2025 (1150 d)
Jonathan Gregory WilsonAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 19, 2021Jan 5, 2022 (47 d)
Jennifer A StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 18, 2021Jan 19, 2022 (62 d)
Angelica Vernay ProctorM Holdings Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 15, 2021Feb 21, 2022 (98 d)
Elliot Parker BorgeFirst Trust Advisors LP asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 10, 2021Feb 12, 2022 (94 d)
Matthew RicoLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 9, 2021Nov 19, 2021
Richard R DavisTransamerica Financial Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 8, 2021Jul 11, 2023 (610 d)
Ryan William SchmidtWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 8, 2021Nov 23, 2021
Quin Ferraren SolamoCetera Advisor Networks LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 5, 2021Dec 23, 2021 (48 d)
Kirk Matthew FarkasTruist Advisory Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 5, 2021Jan 13, 2022 (69 d)
Benjamin GoodpasterSanctuary Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 3, 2021Feb 10, 2022 (99 d)
Heather HitchCetera Advisors LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 27, 2021May 9, 2022 (194 d)
Forrest PattersonGradient Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 26, 2021Jan 19, 2022 (85 d)
Jeffrey Alan NovakEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 21, 2021Jan 1, 2025 (1168 d)
Reyna Lynn ParcellsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 20, 2021Nov 8, 2021
Justin TateClear Harbor Wealth Management state registeredNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 20, 2021Jun 29, 2022 (252 d)
Joshua SalwayVestia Personal Wealth Advisors independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 13, 2021Oct 12, 2023 (729 d)
Rachel DixPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 12, 2021Dec 15, 2021 (64 d)
Anthony Rosario PerrelliMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 8, 2021Oct 8, 2021
Scott M SwansonFinancial Advocates Investment Management independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 8, 2021Nov 30, 2021 (53 d)
John Frederick PeggMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 7, 2021May 13, 2022 (218 d)
Gabriel Joseph KnowlesEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 5, 2021Jan 1, 2026 (1549 d)
Scott Lee WisnewskiCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 4, 2021Feb 15, 2022 (134 d)
Robin Elizabeth PacholderGrove Point Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 1, 2021Dec 17, 2021 (77 d)
Blaire Lauren PulsCuna Brokerage Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 24, 2021Oct 28, 2021 (34 d)
Daniel Paul HedgecockFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 23, 2021Nov 4, 2021 (42 d)
Kevin SwansburgFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 22, 2021Mar 1, 2022 (160 d)
William Alfred HaggardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 14, 2021Oct 6, 2021
Brian ShaperLincoln Investment BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 9, 2021Jan 1, 2026 (1575 d)
Scott W LiermannJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2021Sep 28, 2021
Alaina GiordaniStifel, Nicolaus & Company, Incorporated national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 3, 2021Dec 1, 2021 (89 d)
Jacob HowerStifel, Nicolaus & Company, Incorporated national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 3, 2021Jan 4, 2023 (488 d)
Kathleen Wilson TillmanPrivate Advisor Group, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 27, 2021Sep 17, 2021
Jill GaitzEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 27, 2021Oct 25, 2021 (59 d)
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