Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

1,632 moves
AdvisorFromToTypeLeftRegistered
Christina Marie HarmonRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 30, 2020Nov 5, 2020
Daniel TobikWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 30, 2020Mar 3, 2021 (124 d)
Nicholas M PagliaiKms Financial Services, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 21, 2020Nov 9, 2020
Malcolm Joseph EustisTsa Management Inc independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 15, 2020Jul 5, 2021 (263 d)
Frederick Joseph PilipufRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 8, 2020Dec 22, 2020 (75 d)
Kyle Joseph WillsCri Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 8, 2020Nov 2, 2020
Katherine Mackrell OvenCommonwealth Financial Network national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 7, 2020Apr 27, 2021 (202 d)
Jeanna ClarkRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 7, 2020Nov 9, 2020 (33 d)
Joseph Kurt BucklesEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 1, 2020Jun 28, 2021 (270 d)
Rachel Lee TorresKey Investment Services LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 25, 2020Oct 26, 2020 (31 d)
Alyson Lancaster FrantzFirst Allied Advisory Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 23, 2020Nov 4, 2020 (42 d)
Autumn WeemsJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 22, 2020May 5, 2022 (590 d)
Chad DrakeAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 18, 2020Dec 21, 2020 (94 d)
Andrew BarkesEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 18, 2020Jan 1, 2026 (1931 d)
Jason JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 17, 2020Oct 21, 2020 (34 d)
Reynaldo OrtizMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 17, 2020Apr 13, 2021 (208 d)
Ziying ZhouMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 16, 2020Jan 6, 2022 (477 d)
Pratik P KandoiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 11, 2020Jan 1, 2025 (1573 d)
Colin MckennaEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2020Sep 22, 2020
Daniel A PionCitizens Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2020Nov 9, 2020 (62 d)
Ashley V LeopoldAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2020Sep 22, 2020
Thomas C MuegerAmerican Portfolios Advisors, Inc independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherAug 19, 2020Sep 23, 2020 (35 d)
Dianne FunigielloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 18, 2020Sep 25, 2020 (38 d)
Matthew Ray HaileFirst Allied Advisory Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 14, 2020Nov 14, 2020 (92 d)
Jordan DugganRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 10, 2020Jan 22, 2021 (165 d)
Matthew CostaCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 5, 2020Nov 3, 2021 (455 d)
Gregory Lee PetrieStar Capital Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 31, 2020Sep 16, 2020 (47 d)
Frank August FairbanksUsaa Investment Services Company no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 30, 2020Nov 10, 2021 (468 d)
Matthew Edward AssuntoUsca Ria LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 24, 2020Aug 20, 2020
Logan SmithM Holdings Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 23, 2020Apr 29, 2021 (280 d)
Alexander John VicarisiEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 21, 2020Aug 6, 2020
Abigail Powell WrinkleStegner Investment Associates Inc mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 21, 2020Oct 12, 2020 (83 d)
Zachary Wyatt BrodyPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 16, 2020Jul 31, 2020
Angela Maria DicastriMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 7, 2020Aug 12, 2020 (36 d)
Allison Marie GruesbeckStrategic Wealth Investment Group, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 23, 2020Jul 16, 2020
Ryan M AzingerCitizens Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 16, 2020Jun 30, 2020
Adam LamarEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 16, 2020Jul 27, 2020 (41 d)
James Carl CzirrVickerman & Driscoll Financial Advisors,Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 16, 2020Jan 7, 2021 (205 d)
Jason Victor SponholtzU.S. Bancorp Investments, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 15, 2020Jul 7, 2020
Scott PetersenRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 15, 2020Sep 17, 2020 (94 d)
Ryan SpeakEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 15, 2020Jun 23, 2020
Nicholas Patrick EwenMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 5, 2020Jun 17, 2020
Erica Nicole GrundzaGoldman Sachs Wealth Services, L.P. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 5, 2020Jul 22, 2020 (47 d)
Gabriela A UrquizoEllenbecker Investment Group independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 2, 2020Jul 15, 2020 (43 d)
Matthew MertensMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 2, 2020May 25, 2021 (357 d)
Jamie Irving MattioliWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 29, 2020May 27, 2020
Eric D TollefsonRussell Investments otherNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 21, 2020Aug 5, 2025 (1902 d)
Cyla Fromm-MinettD.A. Davidson & Co. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2020Jan 11, 2021 (250 d)
Dale Duane BartlettOneamerica Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2020Jun 1, 2020
William J CarverMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2020Oct 19, 2020 (166 d)
Arianna Bustillos JiruskaBmo Harris Financial Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 5, 2020Jun 1, 2020
Matthew PoznicekCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 20, 2020Sep 24, 2020 (157 d)
Maribeth GungerEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 16, 2020Jun 14, 2021 (424 d)
Todd Arnold KemperU.S. Bancorp Investments, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 15, 2020Apr 23, 2020
Scott B EhrlichFisher Investments independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 13, 2020May 28, 2020 (45 d)
Sarah Elizabeth PierceCreative Planning independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 6, 2020Apr 8, 2020
Yvette BrownErnst & Young Investment Advisers Llp no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 2, 2020Mar 4, 2022 (701 d)
Jonathan R ChanceCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 27, 2020Nov 10, 2021 (593 d)
David Rey YbarraFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 27, 2020Jul 31, 2020 (126 d)
Aaron NickoletteEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 25, 2020Apr 20, 2020
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