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
Stephen M PlackisPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 14, 2025Mar 3, 2025
Wael KhaliMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 14, 2025Nov 4, 2025 (263 d)
Daniel GasperThornburg Investment Management Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 11, 2025Aug 19, 2025 (189 d)
Alexandra EisenbergerThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 11, 2025May 23, 2025 (101 d)
Devin Alexi DavalosAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 11, 2025Apr 15, 2025 (63 d)
Marcin Andrzej SzczepaniakIht Wealth Management LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 11, 2025Jul 9, 2025 (148 d)
Connor Adam PoettmannEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 10, 2025Jan 1, 2026 (325 d)
Chloe Amber SkroberLPL Enterprise, LLC no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 3, 2025Jul 23, 2025 (170 d)
Robert Quincy MasonThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 29, 2025Apr 8, 2025 (69 d)
Michael Kade McvickerCornerstone Wealth Partners, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 24, 2025Feb 16, 2026 (388 d)
James R DriscollEagle Strategies LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 10, 2025Mar 27, 2025 (76 d)
Manan AminCommonwealth Financial Network national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 10, 2025Feb 5, 2026 (391 d)
Tyler Steven EggerOneamerica Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 6, 2025Jan 1, 2026 (360 d)
Isaiah MinelliMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 19, 2024Feb 20, 2025 (63 d)
Bryan WilliamsFirst Command Advisory Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 17, 2024Jan 1, 2026 (380 d)
Corey J EdwardsFirst Command Advisory Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 16, 2024Jul 1, 2025 (197 d)
Thomas J. EichRBC Capital Markets, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 5, 2024Jan 21, 2025 (47 d)
Khary CuffeMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 3, 2024Jan 2, 2026 (395 d)
Scott PetersenEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 3, 2024Feb 2, 2026 (426 d)
Marina BastaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 3, 2024Feb 5, 2025 (64 d)
Brian StantonFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 3, 2024Aug 18, 2025 (258 d)
Jacob Gene ThomfohrdaDrake & Associates, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 2, 2024Jan 1, 2026 (395 d)
Cole Gunnar JohnsonPerspective Wealth Advisors no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 25, 2024Jan 1, 2026 (402 d)
Samuel Joseph KiesewetterNeuberger Berman Bd LLC no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 20, 2024May 23, 2025 (184 d)
Andrew Peter AprahamianVanguard Advisers, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 20, 2024Feb 4, 2025 (76 d)
Samantha Grayce PatinoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 15, 2024Jul 24, 2025 (251 d)
Deanna NorrisGradient Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherNov 7, 2024Feb 6, 2025 (91 d)
James CooperWealth Enhancement Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 6, 2024Feb 27, 2025 (113 d)
Leigh Anne StricklandThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 2, 2024Apr 23, 2025 (172 d)
Amanda Rosplock CampbellFortress Private Ledger, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherNov 1, 2024Jan 8, 2025 (68 d)
Matthew KurtinStifel, Nicolaus & Company, Incorporated national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 29, 2024Aug 17, 2025 (292 d)
Megan Marie CoxLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 24, 2024Jan 31, 2025 (99 d)
Taylor TurnerFifth Third Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 21, 2024Nov 15, 2024
Tyler CrumpCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 16, 2024Feb 12, 2025 (119 d)
Mark PitaPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 11, 2024Jan 7, 2025 (88 d)
Raquel WheelerCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 9, 2024Nov 11, 2024 (33 d)
Tyasia Lechelle GantCapital Client Group, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 7, 2024Jun 26, 2025 (262 d)
Christina Faith DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 3, 2024Jan 6, 2025 (95 d)
Sarah DayLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 24, 2024Dec 10, 2024 (77 d)
Paul J GundersonIca Group Wealth Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 23, 2024Jul 7, 2025 (287 d)
Dexter Avery HopkinsAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 18, 2024Mar 25, 2025 (188 d)
Taylor M HollowayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 16, 2024Nov 18, 2024 (63 d)
Sharon Ann GasparA & I Wealth Management independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 13, 2024Jan 2, 2025 (111 d)
David RasmussenStevens Capital Partners independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 12, 2024Jan 16, 2025 (126 d)
Elizabeth KharobaKestra Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 11, 2024Oct 30, 2024 (49 d)
David C KoronkiewiczMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 10, 2024Nov 1, 2024 (52 d)
Donny Wayne WalbergWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 30, 2024Jan 29, 2025 (152 d)
Kimberly Leslie HartsockTrilogy Capital, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherAug 30, 2024Apr 29, 2025 (242 d)
Adam HarrisRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 28, 2024Aug 4, 2025 (341 d)
Corey KiewietMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 22, 2024Sep 27, 2024 (36 d)
Diedric BergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 21, 2024Oct 24, 2024 (64 d)
Ryan GeislerUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 8, 2024Sep 23, 2024 (46 d)
Roger VenturaCitigroup Global Markets Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 31, 2024Jan 15, 2025 (168 d)
Brian Charles SchaubPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 30, 2024Sep 17, 2024 (49 d)
Eric ThorntonJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 27, 2024Oct 2, 2024 (67 d)
Ethan John GiangrecoUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 24, 2024Nov 21, 2024 (120 d)
Tanner Britt StocktonCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 19, 2024Aug 21, 2024 (33 d)
Tyler James HartmanOsaic Wealth, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 19, 2024Sep 11, 2024 (54 d)
David CawleyLegend Financial Advisors Inc independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 18, 2024Sep 18, 2024 (62 d)
Aaron Ross WillettAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 18, 2024Jun 26, 2025 (343 d)
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1,627 moves match.