Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

1,667 moves
AdvisorFromToTypeLeftRegistered
Ashley Marie WilliamsMorgan Keegan & Company, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJun 29, 2011Jul 19, 2011
Jana Odland ColeGoldman Sachs & Co. LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 16, 2011Oct 10, 2016 (1943 d)
Jana Odland ColeGoldman Sachs Asset Management, L.P. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 16, 2011Oct 10, 2016 (1943 d)
Alan Abraham Zwicker1st Global Advisors Inc otherNorthwestern Mutual Investment Services,LLC otherOtherJun 6, 2011Dec 1, 2011 (178 d)
Brian Michael WardMsi Financial Services, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJun 2, 2011Jun 20, 2011
Beth Suzanne FeldmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherMay 20, 2011Jun 13, 2011
Alfonso Rocco SaverinoWbi Investments, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherMay 20, 2011Mar 28, 2012 (313 d)
Anastasia V PotapovaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherMay 6, 2011Dec 9, 2011 (217 d)
Christopher Daniel MasonWilliam Blair & Company L.L.C. otherNorthwestern Mutual Investment Services,LLC otherOtherMay 6, 2011Jun 24, 2011 (49 d)
Megan Laura Wallace HeathcoteValic Financial Advisors, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherMay 3, 2011Jul 1, 2011 (59 d)
Daniel Wayne KutzkeyAmeritas Advisory Services otherNorthwestern Mutual Investment Services,LLC otherOtherApr 28, 2011Jun 1, 2011 (34 d)
Matthew SchirmerJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC otherOtherApr 20, 2011Jan 17, 2012 (272 d)
Jill Lynn GreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherApr 19, 2011May 24, 2011 (35 d)
Steven James LandrumComerica Securities otherNorthwestern Mutual Investment Services,LLC otherOtherApr 12, 2011May 9, 2011
Ryan Singleton CopleyMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherApr 11, 2011Jul 11, 2011 (91 d)
Jone LeeChase Investment Services Corp. otherNorthwestern Mutual Investment Services,LLC otherOtherMar 29, 2011Apr 20, 2015 (1483 d)
Kevin Dennis CurruttHeadwaters Investment Counsel, LLC unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 28, 2011Apr 9, 2018 (2569 d)
Marcos Alberto RiondaWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC otherOtherFeb 28, 2011Apr 15, 2011 (46 d)
Traci Jeanine BrysonResource Horizons Investment Advisory, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 28, 2011May 6, 2011 (67 d)
Jessica A MorganWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC otherOtherFeb 22, 2011Jun 18, 2012 (482 d)
Randall J WeitzerRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 14, 2011Mar 1, 2011
Jason Alan DallmannAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherJan 27, 2011Mar 25, 2011 (57 d)
David R FaulknerPlacemark Investments, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJan 18, 2011Aug 15, 2011 (209 d)
David Michael MuehlMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherJan 13, 2011Feb 4, 2011
Suzette Burns BatesLPL Financial LLC otherNorthwestern Mutual Investment Services,LLC otherOtherDec 31, 2010Aug 30, 2012 (608 d)
David Joseph HendersonChase Investment Services Corp. otherNorthwestern Mutual Investment Services,LLC otherOtherDec 13, 2010Feb 16, 2011 (65 d)
Deana Christine LehmanLPL Financial LLC otherNorthwestern Mutual Investment Services,LLC otherOtherNov 22, 2010Feb 9, 2012 (444 d)
Andrew Douglass MullinsLanark Financial, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherNov 19, 2010Mar 23, 2011 (124 d)
Nicholas KaiserEdward Jones national BDNorthwestern Mutual Investment Services,LLC otherOtherNov 15, 2010Oct 8, 2013 (1058 d)
Dylan HoonEdward Jones national BDNorthwestern Mutual Investment Services,LLC otherOtherOct 28, 2010Oct 17, 2011 (354 d)
Lawrence Ewing StevensonTd Ameritrade, Inc. no RAUMNorthwestern Mutual Investment Services,LLC otherOtherOct 21, 2010Nov 23, 2010 (33 d)
Lawrence Ewing StevensonTd Ameritrade Investment Management, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherOct 21, 2010Nov 23, 2010 (33 d)
Amy H SullivanJ.J.B. Hilliard, W.L. Lyons, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherOct 19, 2010Dec 22, 2010 (64 d)
Susan RuhlandRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherSep 29, 2010Apr 13, 2012 (562 d)
Nicole Ann CantrillCetera Advisors LLC otherNorthwestern Mutual Investment Services,LLC otherOtherSep 14, 2010Oct 14, 2010
Thomas George DolbyShelton Capital Management otherNorthwestern Mutual Investment Services,LLC otherOtherSep 9, 2010Nov 23, 2011 (440 d)
Joseph NaimanNew England Securities Corporation otherNorthwestern Mutual Investment Services,LLC otherOtherSep 8, 2010Sep 29, 2011 (386 d)
Louis WellmeierMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherAug 30, 2010Nov 18, 2010 (80 d)
Jared Lee RohrerWaddell & Reed otherNorthwestern Mutual Investment Services,LLC otherOtherAug 23, 2010Jun 2, 2011 (283 d)
Timothy James HoezeePrincipal Securities, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherAug 3, 2010Oct 12, 2010 (70 d)
Dominique DavisUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC otherOtherJul 6, 2010Dec 16, 2010 (163 d)
Joel Thomas BlattnerSii Investments, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJun 17, 2010Jul 20, 2010 (33 d)
Barbara Ann MartinSuntrust Investment Services, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherMay 10, 2010Jul 14, 2010 (65 d)
Matthew KuhnInvestacorp Advisory Services Inc otherNorthwestern Mutual Investment Services,LLC otherOtherMay 4, 2010Jun 29, 2010 (56 d)
Roy EshMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 30, 2010Jan 1, 2025 (5360 d)
Paul Anthony MaslowskiMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherApr 12, 2010May 3, 2010
Cindy S BojanskiCetera Investment Services LLC otherNorthwestern Mutual Investment Services,LLC otherOtherApr 9, 2010Mar 4, 2015 (1790 d)
Barbara Theresa DotyRaymond James Financial Services Advisors, Inc otherNorthwestern Mutual Investment Services,LLC otherOtherApr 5, 2010Jun 15, 2010 (71 d)
Erik Patrick DanielsU.S. Bancorp Investments, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherApr 1, 2010Aug 30, 2010 (151 d)
Coreen Marie MillsM&I Financial Advisors, Inc. no RAUMNorthwestern Mutual Investment Services,LLC otherOtherMar 31, 2010Oct 24, 2011 (572 d)
Bradley Jay HunterEdward Jones national BDNorthwestern Mutual Investment Services,LLC otherOtherMar 31, 2010Jun 16, 2010 (77 d)
Karla Jill BrownSecurities America Advisors, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherMar 23, 2010Apr 8, 2010
Steven Richard AmbrizEdward Jones national BDNorthwestern Mutual Investment Services,LLC otherOtherMar 2, 2010Apr 27, 2010 (56 d)
Melodie Kay AceBfe Asset Management, LLC unclassifiedNorthwestern Mutual Investment Services,LLC otherOtherFeb 16, 2010Mar 10, 2010
Lisa Ann BellamyLegacy Tax And Financial Planning, LLC unclassifiedNorthwestern Mutual Investment Services,LLC otherOtherFeb 2, 2010Jan 19, 2012 (716 d)
Crystal Faith GoodwinPruco Securities, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJan 22, 2010Oct 11, 2011 (627 d)
Erin Marie RohnChase Investment Services Corp. otherNorthwestern Mutual Investment Services,LLC otherOtherJan 22, 2010Dec 21, 2010 (333 d)
Lance Adam TacquardChase Investment Services Corp. otherNorthwestern Mutual Investment Services,LLC otherOtherJan 21, 2010Mar 2, 2010 (40 d)
Kimberly A CoxMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherJan 19, 2010Mar 3, 2010 (43 d)
Stuart Anderson FleckEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherJan 8, 2010Aug 10, 2011 (579 d)
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