Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

1,632 moves
AdvisorFromToTypeLeftRegistered
Brett Logan LiebauHarbour Investments, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 1, 2019Mar 6, 2019 (33 d)
Gezim KelloMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 1, 2019Mar 18, 2019 (45 d)
Paul Rine PigmanBny Mellon Securities Corporation BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 22, 2019Oct 22, 2019 (273 d)
Edward Gill IIIWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 22, 2019Feb 18, 2019
Audrey L WheelerMcdonald Partners LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 9, 2019Feb 7, 2019
Paul D RussellEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 3, 2019Jan 9, 2019
Katherine KnutsonWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 20, 2018Jan 1, 2026 (2569 d)
Zachary David KennyMoney Concepts Advisory Service BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 18, 2018Jan 14, 2019
Erica Lamountain Del RosarioAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 17, 2018Jan 29, 2019 (43 d)
Lemond Arthur PontonEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 13, 2018Jan 8, 2019
Rowland PepitoErnst & Young Investment Advisers Llp no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 3, 2018Jan 15, 2019 (43 d)
Austin StarrettEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 29, 2018Oct 1, 2019 (306 d)
Sara DiazCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 28, 2018Dec 20, 2018
Angela Charlene QuintanaEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 20, 2018Dec 18, 2018
Daniel FriedlanderMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 20, 2018Apr 5, 2019 (136 d)
Emily O PatteeMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 16, 2018Dec 4, 2018
John Parker CourierBmo Asset Management Corp. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 15, 2018Nov 28, 2018
Karolyn Joy WotringEhlert Financial Group, Inc. unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 7, 2018Feb 8, 2019 (93 d)
Matthew MoellerAllspring Funds Management, LLC asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 1, 2018Dec 18, 2018 (47 d)
Jacqueline Marie KarpinskyWoodbury Financial Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 30, 2018Jan 17, 2019 (79 d)
Meghan Mckelvey ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 22, 2018Apr 23, 2020 (549 d)
Alex William HelmsFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2018Nov 19, 2018 (40 d)
Benjamin Ross HolteMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 9, 2018Oct 31, 2018
Joseph M BrooksKestra Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 8, 2018Oct 23, 2018
Stephen Alexander Kim Sin BelascoSpringer Financial Advisors independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 4, 2018Jul 3, 2019 (272 d)
Jason A BlairGoldman Sachs Wealth Services, L.P. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 2, 2018Oct 15, 2018
Christopher Ryan TookerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 28, 2018Mar 18, 2019 (171 d)
Matt William MccarthyU.S. Bancorp Investments, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 27, 2018Jan 29, 2019 (124 d)
Michael F DillinghamTd Ameritrade, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 27, 2018Oct 30, 2018 (33 d)
Taylor Douglas WarrenJames River Asset Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 26, 2018Mar 18, 2019 (173 d)
Gloria Pamela RodriguezPrincipal Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 21, 2018Mar 1, 2019 (161 d)
Daniel KarstadtCitigroup Global Markets Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 20, 2018Oct 2, 2018
Keith Emory MaysPrincipal Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 18, 2018Oct 3, 2018
Adam Philip DebesCapital One Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 17, 2018Jan 1, 2025 (2298 d)
Natan BteshMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 14, 2018Oct 18, 2018 (34 d)
Travis John GingrasMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 7, 2018Sep 20, 2018
Jonathan Andrew RainsRussell Investments asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 30, 2018Mar 13, 2019 (195 d)
Andrew Keith CashmanIpi Wealth Management, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 28, 2018Aug 27, 2018
Isiah John WilliamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 20, 2018Oct 5, 2018 (46 d)
Annmarie C AlanizMette Associates, LLC state registeredNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 2, 2018Mar 12, 2019 (222 d)
Ivan Alexander GarczynskiPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 31, 2018Jul 31, 2024 (2192 d)
John G WatsonMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 31, 2018Aug 10, 2018
Angelica Nicole TrumerTransamerica Financial Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 30, 2018Aug 10, 2018
Connor Frederick HeckEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 30, 2018Jan 24, 2019 (178 d)
Thomas Norman ZirbelFbl Investment Management Services, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 16, 2018Jun 12, 2019 (331 d)
Michael Steven MorrisonStrategic Advisers LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 11, 2018Sep 13, 2018 (64 d)
Andrew Stephen GrowCommonwealth Financial Network national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 9, 2018Jan 21, 2025 (2388 d)
Jeremy Wayne DavidRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 5, 2018Sep 28, 2018 (85 d)
Michael KaysermanTrilogy Capital, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 3, 2018May 7, 2019 (308 d)
Corey M ErnisseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 20, 2018Apr 22, 2020 (672 d)
Eric MaherOne401k unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 18, 2018Nov 8, 2018 (143 d)
Adam Brian BeersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 14, 2018Jul 24, 2018 (40 d)
Kyle Donald KerrThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 14, 2018Jul 17, 2018 (33 d)
Thomas C BlockOneamerica Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 12, 2018Mar 6, 2019 (267 d)
Matthew S WicklineSymons Capital Management Inc independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 6, 2018Jun 15, 2021 (1105 d)
Daniel Ernest PaigeStratos Wealth Advisors LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 31, 2018Dec 8, 2025 (2748 d)
Zachary B CurtisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 17, 2018Jul 3, 2018 (47 d)
Stephanie Lynn DavisRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 15, 2018Oct 31, 2019 (534 d)
Malinda Starr WilliamsAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 13, 2018May 22, 2018
Ryan B ReynoldsTd Ameritrade, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 10, 2018May 31, 2018
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