Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

1,632 moves
AdvisorFromToTypeLeftRegistered
Robert Benton AdayEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 6, 2019Oct 23, 2019 (47 d)
Barbara A BertrandOsaic Wealth, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 5, 2019Sep 27, 2019
Alexander Lawrence CrisafiFinancial Life Focus, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 5, 2019Jan 8, 2025 (1952 d)
Keilah SuttonMcadam LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 5, 2019Nov 5, 2019 (61 d)
Brian Reith PattersonLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 16, 2019Feb 3, 2025 (1998 d)
Briana Laura TrembleEsi Financial Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 13, 2019Aug 30, 2019
James NewsomeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 13, 2019Sep 23, 2019 (41 d)
Zachary RossEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 7, 2019Oct 7, 2019 (61 d)
Amanpreet Singh KohliMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 6, 2019Aug 5, 2021 (730 d)
Timothy D SalmThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 2, 2019Aug 22, 2019
Rebecca Jean Anne JordanSecurities America Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 18, 2019Nov 13, 2019 (118 d)
Caleb WilliamsFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 16, 2019Sep 24, 2019 (70 d)
Adam T YounkLPL Financial LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 15, 2019Jul 6, 2026 (2548 d)
Kyle F LuettersStifel, Nicolaus & Company, Incorporated national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 12, 2019Jul 30, 2019
Nicholas EsteyMariner BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 11, 2019Oct 15, 2019 (96 d)
Nicholas John FamularoMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 10, 2019Aug 1, 2019
Becky J DevriesMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 28, 2019Aug 7, 2019 (40 d)
Patrick SundinWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 27, 2019Aug 16, 2019 (50 d)
Scott SoenenEmpower Advisory Group, LLC institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 24, 2019Aug 12, 2019 (49 d)
Tyson Carl FrerkingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 24, 2019Feb 10, 2020 (231 d)
Scott SiripalakaForesters Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 20, 2019Jun 25, 2019
Kyle James RizzoForesters Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 20, 2019Feb 3, 2026 (2420 d)
Matthew David O'BrienPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 19, 2019Feb 19, 2021 (611 d)
Bevan P GourleyMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 18, 2019Mar 5, 2020 (261 d)
Aldo Raymond SeversonUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 18, 2019Jun 24, 2019
Janee BrowneBny Mellon Securities Corporation BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 17, 2019Apr 9, 2020 (297 d)
Robert Michael HigueriaWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 5, 2019Sep 11, 2020 (464 d)
Derek C SmithEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 4, 2019Dec 10, 2019 (189 d)
Lindsey Kane LeavertonBb&T Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 31, 2019Jun 19, 2019
Nicholas M PagliaiFifth Third Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 31, 2019Jun 27, 2019
Andrew Pascal AmenyValic Financial Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 28, 2019Jan 3, 2025 (2047 d)
Yisha WangAmi Asset Management Corp independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 23, 2019Jul 2, 2019 (40 d)
Lawrence JohnsonSchwab Wealth Advisory, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 21, 2019Aug 7, 2024 (1905 d)
Teresa Lynn De La TorreWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 7, 2019May 24, 2019
Jacob F LippertCwm, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 3, 2019Jul 8, 2019 (66 d)
Nicholas Nathaniel KruellAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 30, 2019May 14, 2019
Jenny Lee SelvaggioWilliam Blair & Company L.L.C. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 26, 2019Jun 3, 2019 (38 d)
Bryan Melvin LageThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 22, 2019Oct 17, 2019 (178 d)
Wesley HardyCadaret Grant & Co Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 22, 2019Aug 21, 2019 (121 d)
Daniel ShahmoradianMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 10, 2019Jan 1, 2026 (2458 d)
Ryan Logan WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 9, 2019Nov 5, 2019 (210 d)
Eric OlsonAmundi Pioneer Institutional Asset Management, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 9, 2019Apr 29, 2019
Matthews Steven BarnettValic Financial Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 4, 2019Apr 29, 2019
Tyrone ThorpeMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 4, 2019Apr 25, 2019
Vanessa Elise AltomDorsey & Company Inc. mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 1, 2019Apr 17, 2019
Christopher Jordan TaylorEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 26, 2019Apr 3, 2020 (374 d)
Daniel PlantamuraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 19, 2019May 15, 2019 (57 d)
Margaret E TrieschMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 18, 2019Jun 26, 2019 (100 d)
Pedro Andres LugoCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 13, 2019May 1, 2019 (49 d)
Maribeth A BrownLPL Financial LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 7, 2019Mar 25, 2019
Michael MildrumMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 6, 2019Mar 28, 2019
Jeffrey HenningsRBC Securities, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 1, 2019Apr 10, 2019 (40 d)
Daniel R FigueiredoEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 22, 2019Mar 6, 2019
Myles Pennington AllinghamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 22, 2019Jun 19, 2019 (117 d)
Bret Michael PtackAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 19, 2019Aug 14, 2019 (176 d)
Michael Thomas GentileAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 15, 2019Jul 15, 2019 (150 d)
Lance W AdicksEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 14, 2019Mar 14, 2019
Jose Eduardo ViveroMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 7, 2019Feb 11, 2019
Victoria K AmyotM&T Securities, Inc. unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 6, 2019Apr 22, 2019 (75 d)
William Bertalin WalshMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 4, 2019Nov 6, 2019 (275 d)
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