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
Sean Albert TomkoMoralis Technologies, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 23, 2024Aug 2, 2024 (161 d)
Shawn RooneyMidland Wealth Management otherNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 16, 2024Jul 1, 2024 (136 d)
Jenner Keyes PrestonBadger Creek Advisors, LLC unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 16, 2024May 22, 2025 (461 d)
Robert CotterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 16, 2024May 21, 2025 (460 d)
Katla MichaelsonAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 15, 2024Apr 10, 2024 (55 d)
Jennifer GittensAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 7, 2024Apr 15, 2024 (68 d)
Scott Michael JonesPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 5, 2024Mar 27, 2024 (51 d)
Kimmie MenorJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 3, 2024Feb 28, 2024
Julianne Rose MillerKestra Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 2, 2024Mar 5, 2024 (32 d)
Alan Javier RodriguezInsigneo Advisory Services, LLC mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 1, 2024Mar 28, 2024 (56 d)
Brendon Louis SmithPrincipal Advised Services independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 26, 2024Mar 8, 2024 (42 d)
Joseph WardUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 25, 2024Jun 21, 2024 (148 d)
Amanda SmithKestra Advisory Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 19, 2024Jul 30, 2024 (193 d)
Thomas Harrison GlymanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 19, 2024Aug 20, 2024 (214 d)
Ty Robert HydeFlorida Financial Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 19, 2024Apr 7, 2025 (444 d)
Colin RisslerFlorida Financial Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 19, 2024Sep 17, 2024 (242 d)
Evan C BellCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 18, 2024Mar 11, 2024 (53 d)
Benjamin GreenleeFirst Command Advisory Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 17, 2024Dec 2, 2024 (320 d)
Jeffrey Thomas BoneOsaic Institutions, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 16, 2024May 15, 2024 (120 d)
Connor J ChylikMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2024Apr 14, 2024 (100 d)
Taylor Walker KeanStonex Advisors Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 2, 2024Mar 5, 2024 (63 d)
Patrick ParagasAis Asset Management state registeredNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 2, 2024Oct 3, 2024 (275 d)
John Allen PilkintonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 26, 2023Jul 11, 2024 (198 d)
Dominic Schultz BoggioMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 22, 2023Feb 13, 2024 (53 d)
Cody SchmidtPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 22, 2023Apr 19, 2024 (119 d)
Michael Thomas GentileEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 21, 2023Apr 21, 2025 (487 d)
Jeffrey Ryan NortonAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 20, 2023Jan 1, 2026 (743 d)
Scott William YeomansThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 19, 2023Dec 26, 2024 (373 d)
Joseph Anthony StaplesVanguard Advisers, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 19, 2023Feb 21, 2024 (64 d)
Joyce M RiceMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 13, 2023Jul 3, 2024 (203 d)
Jack KnutsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 12, 2023Mar 21, 2024 (100 d)
William BeardmoreCwm, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 11, 2023Nov 13, 2024 (338 d)
Laurie MertensFrost Investment Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 1, 2023Feb 21, 2024 (82 d)
Brian David MirmanPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 28, 2023Apr 15, 2024 (139 d)
Jonathan VillalonaMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 27, 2023Apr 3, 2024 (128 d)
Viktor HolyanychPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 15, 2023Jul 30, 2024 (258 d)
Ethan Everett BakerElevate Capital Advisors independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherNov 10, 2023Jul 1, 2024 (234 d)
Robert MorganFirst Command Advisory Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 7, 2023Nov 22, 2023
Judith M NoffkeJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 6, 2023Feb 1, 2024 (87 d)
Jorge CordovaCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 30, 2023Dec 19, 2023 (50 d)
Toshua PhillipsLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 25, 2023Feb 14, 2024 (112 d)
Joshua Michael RothSchwab Wealth Advisory, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 25, 2023Jan 25, 2024 (92 d)
Craven Elkins LoweFund Direct Advisors Inc. institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 16, 2023Nov 14, 2023
Andrew James ReicherConcorde Asset Management, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 12, 2023Jan 5, 2026 (816 d)
Kevin HofmannCitigroup Global Markets Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2023Nov 9, 2023
Adam FallertThrivent Advisor Network, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2023Nov 21, 2023 (42 d)
Joanna Maria PappasWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2023Mar 26, 2024 (168 d)
Matthew Lewis DickinsonLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2023Jan 23, 2024 (105 d)
Jonathon HollinsWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2023Jun 3, 2024 (237 d)
Derek Scott PrichardAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 10, 2023Nov 3, 2023
Anand K K NairPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 5, 2023Oct 9, 2023
Amalea ZegarzewskiOrion Portfolio Solutions, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 4, 2023Nov 6, 2023 (33 d)
Shanna MonroeSbc Wealth Management independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 25, 2023Nov 1, 2023 (37 d)
Anthony Michael MooreMML Investors Services, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 19, 2023Oct 18, 2023
Christian KuboshGwn Securities Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 19, 2023Jan 8, 2024 (111 d)
David Mark GinsbergUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 12, 2023Sep 17, 2024 (371 d)
Andrew GloverKroon & Mitchell Asset Management LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2023Oct 17, 2023 (39 d)
Anthony I SmithPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 6, 2023Sep 28, 2023
Nolan B EcckerEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 31, 2023Dec 9, 2023 (100 d)
Alyssa ZuckSovereign Financial Group, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherAug 23, 2023Sep 18, 2023
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1,629 moves match.