DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Brandon MillardMwa Financial Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 14, 2025Sep 25, 2025 (42 d)
Lee Ann HertzfeldtEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 13, 2025Jan 14, 2026 (154 d)
Alexander G ThomasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 13, 2025Feb 3, 2026 (174 d)
Iniko Aye AwujoStrategic Advisers LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 7, 2025Oct 9, 2025 (63 d)
Logan Nicholas ShearerCopper Financial independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 29, 2025Sep 19, 2025 (52 d)
Alec Parker HeywoodCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 21, 2025Oct 2, 2025 (73 d)
Jessica CrandallWeinand Financial, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 18, 2025Aug 14, 2025
Nicholas HeidemannMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 14, 2025Dec 1, 2025 (140 d)
Patrick PeckGoldstone Financial Group, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 8, 2025Nov 19, 2025 (134 d)
Akaninyene VanceEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 8, 2025Apr 27, 2026 (293 d)
Joseph Paul StewartStrategic Advisers LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 3, 2025Mar 30, 2026 (270 d)
Kevin Dennis CurruttCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 2, 2025May 5, 2026 (307 d)
Joseph Amedeo BondiValic Financial Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 2, 2025Jul 28, 2025
Miles Robert EvansRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 30, 2025Oct 1, 2025 (93 d)
Michael ClarkSchneider Downs Wealth Management Advisors, LP independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 27, 2025Jul 31, 2025 (34 d)
Joseph PriorePark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 26, 2025Aug 20, 2025 (55 d)
Thomas Gray Freeman133 Legacy state registeredNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 16, 2025Aug 26, 2025 (71 d)
Trevor James RatliffCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 13, 2025Dec 19, 2025 (189 d)
Matthew BenderLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 13, 2025Jul 15, 2025 (32 d)
Christopher BradyRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 5, 2025Oct 29, 2025 (146 d)
Scott E RicherMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 4, 2025Nov 4, 2025 (153 d)
Kathryn ShawMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 30, 2025Sep 29, 2025 (122 d)
Luke Philip ToewsMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 29, 2025Jul 16, 2025 (48 d)
Thomas Andrew PekkarinenCitizens Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 29, 2025Dec 8, 2025 (193 d)
Ronald SerioMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 29, 2025Jun 27, 2025
Carter KurzEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 29, 2025Oct 29, 2025 (153 d)
James C KellyWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 28, 2025Oct 31, 2025 (156 d)
Matthew Wayne GarrettCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 24, 2025Jun 16, 2025
Joseph SherburneBeacon Pointe Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 15, 2025Aug 5, 2025 (82 d)
Anthony LanfranchiThurston Springer Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 13, 2025Jul 17, 2026 (430 d)
Cody Scott PolzinState Farm Investment Management Corp. asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 12, 2025Jul 2, 2025 (51 d)
Tyler Cameron NorbyEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2025Nov 24, 2025 (202 d)
Daniel P SeeleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 1, 2025Jul 1, 2025 (61 d)
Olivia Denise PayneCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 30, 2025Jun 13, 2025 (44 d)
Trevor John GrantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 30, 2025Jul 17, 2025 (78 d)
Wendy Jane DechambeauOsaic Wealth, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 29, 2025Jun 26, 2025 (58 d)
Jordan GarciaEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 25, 2025Jun 24, 2025 (60 d)
Alexander HullValmark Advisers, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 23, 2025Oct 16, 2025 (176 d)
Thomas Joseph BooserJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 7, 2025Jun 24, 2025 (78 d)
Randy PerryStrategic Advisers LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 4, 2025Jun 3, 2025 (60 d)
Marguerite FergusonMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 3, 2025May 12, 2025 (39 d)
Justin S PalettAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 2, 2025May 8, 2025 (36 d)
Alonzo Julio PortwineFirst Command Advisory Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 1, 2025Jun 12, 2025 (72 d)
Caitlyn GarrettOptional Financial Strategies, Inc. unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 1, 2025May 20, 2025 (49 d)
Nayanadi P PalayangodaHantz Financial Services, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 31, 2025Jul 9, 2025 (100 d)
Henry Thomas RangelKnights Of Columbus Asset Advisors LLC institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 27, 2025Mar 12, 2026 (350 d)
John CarrollLPL Enterprise, LLC no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 24, 2025Jul 10, 2025 (108 d)
Matthew Zane HambyOsaic Wealth, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 24, 2025Mar 9, 2026 (350 d)
Marybeth CabellOsaic Wealth, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 18, 2025Jul 1, 2025 (105 d)
Aaron Wade RichterRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 18, 2025Jul 10, 2025 (114 d)
Aaron S MishoeEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 17, 2025Jun 27, 2025 (102 d)
Moises GonzalezLPL Enterprise, LLC no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 17, 2025May 18, 2026 (427 d)
Jordan Russell SchultzeRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 11, 2025Jul 10, 2025 (121 d)
Andrew WentworthEmpower Advisory Group, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 10, 2025May 20, 2025 (71 d)
James Roger PooleLinden Thomas Advisory Services, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 10, 2025Aug 27, 2025 (170 d)
Jeffrey Rauworth WhiteThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 10, 2025May 27, 2025 (78 d)
Jason BurkelLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 6, 2025Apr 21, 2025 (46 d)
Britton Alexander HammockCentaurus Financial, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 6, 2025Mar 31, 2025
Angel Julian CambronWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 5, 2025Apr 2, 2025
Zachary FrueaufEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 21, 2025Mar 11, 2025
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1,627 moves match.