Advisor moves

Arrivals at Nuveen Asset Management, LLC

210 moves
AdvisorFromToTypeLeftRegistered
Ellen Frances MccloskeyNorthern Trust Investments, Incorporated otherNuveen Asset Management, LLC mixed wealthOtherMar 22, 2017May 16, 2026 (3342 d)
James Mark PolitoBny Mellon Securities Corporation otherNuveen Asset Management, LLC otherOtherMar 20, 2017Oct 17, 2017 (211 d)
Kenneth Louis RiffleTradewinds Global Investors, LLC otherNuveen Asset Management, LLC otherOtherNov 30, 2016Aug 26, 2016
Reed David WaltersTradewinds Global Investors, LLC otherNuveen Asset Management, LLC otherOtherNov 30, 2016Aug 22, 2016
William Lewis GurnerTradewinds Global Investors, LLC otherNuveen Asset Management, LLC otherOtherNov 30, 2016Aug 26, 2016
Daniel Patrick DriscollTradewinds Global Investors, LLC otherNuveen Asset Management, LLC otherOtherNov 30, 2016Aug 26, 2016
Justine Chin WalkerAdvice And Planning Services otherNuveen Asset Management, LLC otherOtherNov 10, 2016Jan 4, 2017 (55 d)
Jennifer WellinsCharles Schwab & Co., Inc. national BDNuveen Asset Management, LLC otherOtherNov 8, 2016Dec 11, 2017 (398 d)
Shaun Michael PeriniWells Fargo Advisors wirehouseNuveen Asset Management, LLC otherOtherNov 7, 2016Nov 14, 2016
Aaron Wayne BouronichWells Fargo Advisors wirehouseNuveen Asset Management, LLC mixed wealthWirehouse to independent RIANov 2, 2016Nov 25, 2020 (1484 d)
Marc Walter CoriglianoJanus Henderson Investors otherNuveen Asset Management, LLC otherOtherSep 6, 2016Sep 19, 2016
Sayuri KhandavilliLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherAug 1, 2016Jan 3, 2017 (155 d)
James Marshall DawsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNuveen Asset Management, LLC mixed wealthWirehouse to independent RIAJul 29, 2016Aug 29, 2025 (3318 d)
Charles P GravesMorgan Stanley wirehouseNuveen Asset Management, LLC otherOtherJul 11, 2016Jun 28, 2016
Joshua Paul HelmsAdvice And Planning Services otherNuveen Asset Management, LLC otherOtherJun 22, 2016Jan 3, 2017 (195 d)
Keith Allen JonesStifel, Nicolaus & Company, Incorporated national BDNuveen Asset Management, LLC otherOtherJun 9, 2016Jul 7, 2016
Tina MeckaroskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNuveen Asset Management, LLC otherOtherMay 25, 2016Jun 20, 2016
Madelyn Audena PalomequeWells Fargo Advisors wirehouseNuveen Asset Management, LLC otherOtherMay 12, 2016Apr 20, 2021 (1804 d)
Daniel James TaylorManulife Investment Management (US) LLC otherNuveen Asset Management, LLC otherOtherMay 5, 2016Jun 9, 2016 (35 d)
Riley Steven JustMonere Wealth Management, Inc. otherNuveen Asset Management, LLC otherOtherApr 25, 2016Oct 18, 2017 (541 d)
Jeffrey Curry SmithLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherApr 1, 2016Jan 4, 2017 (278 d)
James Patrick FarrarRBC Capital Markets, LLC national BDNuveen Asset Management, LLC otherOtherMar 23, 2016Apr 11, 2016
Marcus VelascoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNuveen Asset Management, LLC otherOtherJan 6, 2016Aug 10, 2016 (217 d)
Bryan Scott BrooksGeneva Advisors, LLC otherNuveen Asset Management, LLC otherOtherNov 27, 2015Jan 3, 2017 (403 d)
Douglas James TrinklWilliam Blair & Company L.L.C. otherNuveen Asset Management, LLC otherOtherNov 6, 2015Nov 17, 2015
Taylor Renee CowdreyInvesco Advisers, Inc. otherNuveen Asset Management, LLC otherOtherJul 27, 2015Aug 21, 2015
Ryan JoelsonInvesco Advisers, Inc. otherNuveen Asset Management, LLC otherOtherJul 1, 2015May 2, 2016 (306 d)
Margaret Catherine ThomsenInvesco Advisers, Inc. otherNuveen Asset Management, LLC otherOtherJun 12, 2015Jul 2, 2015
Jason Louis WhitneyInvesco Advisers, Inc. otherNuveen Asset Management, LLC otherOtherMay 18, 2015May 15, 2015
Sultana Hideko MegalosMorgan Stanley wirehouseNuveen Asset Management, LLC mixed wealthWirehouse to independent RIAApr 7, 2015Jan 1, 2021 (2096 d)
Bradley Robert YocumAdvisors Asset Management, Inc. otherNuveen Asset Management, LLC otherOtherJan 13, 2015Jan 13, 2015
Sally Jo OsborneFifth Third Securities, Inc. otherNuveen Asset Management, LLC otherOtherJan 12, 2015May 3, 2016 (477 d)
Sean James MahoneyPnc Wealth Management otherNuveen Asset Management, LLC otherOtherDec 2, 2014May 3, 2016 (518 d)
Douglas Joseph KadisonInvesco Advisers, Inc. otherNuveen Asset Management, LLC otherOtherNov 13, 2014Dec 5, 2014
Anton Thomas SchirmangInvesco Advisers, Inc. otherNuveen Asset Management, LLC otherOtherNov 11, 2014Dec 5, 2014
Robert M WeldonLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherOct 21, 2014Jun 24, 2015 (246 d)
Khari Edward SmithWells Fargo Advisors wirehouseNuveen Asset Management, LLC mixed wealthWirehouse to independent RIAOct 21, 2014Jan 16, 2021 (2279 d)
Peter DrebosEnvestnet Pmc otherNuveen Asset Management, LLC otherOtherOct 10, 2014Nov 5, 2014
Jarret Michael ShattuckAdvisors Asset Management, Inc. otherNuveen Asset Management, LLC otherOtherSep 26, 2014Nov 14, 2014 (49 d)
Benjamin James ColterEquitable Advisors, LLC national BDNuveen Asset Management, LLC otherOtherJul 15, 2014Jul 22, 2022 (2929 d)
Thomas P HigginsMorgan Stanley wirehouseNuveen Asset Management, LLC otherOtherJul 7, 2014May 3, 2016 (666 d)
Christopher J MallonPutnam Investment Management, LLC otherNuveen Asset Management, LLC otherOtherJun 2, 2014Jun 9, 2014
Chadwick Forrest GivensFortigent, LLC otherNuveen Asset Management, LLC otherOtherApr 29, 2014Jul 29, 2014 (91 d)
Robert Neil WoodAdvice And Planning Services otherNuveen Asset Management, LLC otherOtherApr 25, 2014Apr 21, 2016 (727 d)
Kevin BrennanLord, Abbett & Co. LLC otherNuveen Asset Management, LLC otherOtherApr 4, 2014Mar 20, 2014
Daniel R ChambersWells Fargo Advisors wirehouseNuveen Asset Management, LLC otherOtherApr 2, 2014Sep 17, 2015 (533 d)
Brett Allen PiersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNuveen Asset Management, LLC otherOtherOct 29, 2013Nov 19, 2013
Lisa Anne SegnerStructured Asset Investors, LLC otherNuveen Asset Management, LLC otherOtherOct 8, 2013May 27, 2016 (962 d)
Ryan Owen IllingworthRaymond James & Associates, Inc. national BDNuveen Asset Management, LLC otherOtherAug 7, 2013Sep 5, 2013
Mark Lester P ReyesUBS Financial Services Inc. wirehouseNuveen Asset Management, LLC otherOtherApr 22, 2013Nov 2, 2018 (2020 d)
Joseph Reeves O'FlahertySanta Barbara Asset Management, LLC otherNuveen Asset Management, LLC otherOtherMar 13, 2013Mar 7, 2013
Brittany SiegelUBS Financial Services Inc. wirehouseNuveen Asset Management, LLC otherOtherJan 18, 2013Jan 29, 2013
Jonathan Bradley SeiterManulife Investment Management (US) LLC otherNuveen Asset Management, LLC otherOtherDec 4, 2012May 11, 2015 (888 d)
Martin C. PerrucciMorgan Stanley wirehouseNuveen Asset Management, LLC otherOtherNov 15, 2012Nov 20, 2012
Grady Douglas RobbinsColumbia Management Investment Advisers, LLC otherNuveen Asset Management, LLC otherOtherAug 7, 2012Mar 13, 2023 (3870 d)
Thomas Lee PetricIpi Wealth Management, Inc. otherNuveen Asset Management, LLC otherOtherJun 6, 2012Jun 15, 2012
Andrew Michael CombsWilliam Blair & Company L.L.C. otherNuveen Asset Management, LLC otherOtherMay 15, 2012May 29, 2015 (1109 d)
Brian John DavisCleararc Capital, Inc. otherNuveen Asset Management, LLC otherOtherMay 10, 2012Oct 4, 2021 (3434 d)
Kevin Michael MooreBlue Prairie Group,LLC otherNuveen Asset Management, LLC otherOtherMay 2, 2012Apr 4, 2012
Jacklyn Joyce KingThe Joseph Group Capital Management otherNuveen Asset Management, LLC otherOtherJan 20, 2012Jan 10, 2012
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