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
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)
Ann M BonfiglioKestra Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 17, 2024Dec 26, 2024 (162 d)
Rory EldredgeFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 11, 2024Oct 14, 2024 (95 d)
Brandon Philip CrouchAustin Wealth Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 3, 2024Jan 15, 2025 (196 d)
Jarret Braden WhiteLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 26, 2024Sep 25, 2024 (91 d)
Peter WenzelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 18, 2024Jun 12, 2025 (359 d)
Jordan RaymondFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 17, 2024Jul 3, 2024
Charles BlachfordStonecrop Wealth Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 17, 2024Nov 11, 2024 (147 d)
Richard Blair HolmanRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 13, 2024Sep 27, 2024 (106 d)
Paul Anthony StryckerRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 13, 2024Aug 2, 2024 (50 d)
Benjamin Timothy PawlakWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 12, 2024Jun 3, 2024
Matthew WhiteCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 7, 2024Jan 3, 2025 (210 d)
Daniel Stephen RellerC & J Wealth Advisors independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 7, 2024Mar 14, 2025 (280 d)
Joseph M MonteleoneMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 5, 2024Jun 24, 2024
Lawrence Paul StoryMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 5, 2024Sep 3, 2024 (90 d)
Andrew JanuszMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 3, 2024Jun 13, 2024
Daniel GuadalupeW&S Brokerage Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 3, 2024Jun 24, 2024
Colin H DaltonRedwood Financial Planning, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 31, 2024Dec 1, 2025 (549 d)
Fiorella Gonzalez-Polar VeraGoldman Sachs Wealth Services, L.P. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 29, 2024Aug 11, 2025 (439 d)
Svetlana VasilenkoFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 23, 2024Dec 17, 2025 (573 d)
Ryan ChristmanRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 23, 2024Jul 17, 2024 (55 d)
Lauri Ann SmithWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 22, 2024Feb 2, 2026 (621 d)
Reed D SmithInvesco Advisers, Inc. asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 22, 2024Aug 23, 2024 (93 d)
Anita Rochelle CruiseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 14, 2024Aug 22, 2025 (465 d)
Cassandra Martin ConteCapitol Family Office, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 7, 2024Sep 23, 2024 (139 d)
Michael Edwin CrossleyB. Riley Wealth Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2024May 29, 2024
Chad Alan Thomas-KillamRussell Investments otherNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2024Oct 4, 2024 (151 d)
Carson Mcbee BuellB. Riley Wealth Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2024May 3, 2024
Meena KotakWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 26, 2024Feb 4, 2025 (284 d)
James Humpherson MollettThornburg Investment Management Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 25, 2024Jun 14, 2024 (50 d)
James J KennedyPks Advisory Services, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 25, 2024Jul 3, 2024 (69 d)
Mark Quentin WalkerEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 22, 2024May 21, 2024
Allen J WagnerEaton Vance Management asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 19, 2024Jul 10, 2024 (82 d)
Caroline Goddard HannaWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 18, 2024May 11, 2024
Emily Anne Harker SmithDavinci Financial Designs independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 17, 2024Jun 24, 2024 (68 d)
Wade Allen StaffordCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 15, 2024Jul 31, 2024 (107 d)
Zachary J SoperCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 12, 2024May 23, 2024 (41 d)
Justin David MannMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 11, 2024Aug 8, 2024 (119 d)
Erik J PedersenCommonwealth Financial Network national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 10, 2024Jun 25, 2025 (441 d)
Frank Xiaohuan FangCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 9, 2024Jul 5, 2024 (87 d)
Brian Joseph BuckleyCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 5, 2024Feb 3, 2026 (669 d)
Benjamin David PartridgeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 2, 2024May 10, 2024 (38 d)
Daniel WilleyFisher Investments independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 28, 2024Jun 21, 2024 (85 d)
Neil CarrJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 28, 2024Jun 12, 2024 (76 d)
Aaron James HurleyCx Institutional, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 28, 2024Oct 18, 2024 (204 d)
David LewisPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 27, 2024May 9, 2024 (43 d)
Shannon D JamesMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 26, 2024Aug 21, 2024 (148 d)
Noah Benjamin WinsteadCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 25, 2024May 8, 2024 (44 d)
Eric MesserMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 21, 2024Apr 22, 2024 (32 d)
Joseph W HillerPnc Wealth Management BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 20, 2024May 2, 2024 (43 d)
Grant Allen PraderCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 20, 2024Jan 1, 2026 (652 d)
Dylan Benedict ScasserraEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 15, 2024Aug 5, 2024 (143 d)
Dylan MorenoEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 15, 2024May 13, 2024 (59 d)
Langston FacenCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 12, 2024Nov 22, 2024 (255 d)
Sydney Noel DrosenCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 5, 2024Mar 26, 2024
Ramesh V SubramaniamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 1, 2024Sep 12, 2024 (195 d)
Solimon TawfiqAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 29, 2024Jan 1, 2026 (672 d)
Darren JarosikAmeritas Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 27, 2024Jun 13, 2024 (107 d)
Johnathan IrionsJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 23, 2024Apr 2, 2024 (39 d)
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1,629 moves match.