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
Merek WilliamsLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 18, 2023Feb 11, 2025 (543 d)
Cody MolacekRiver Glen Wealth Counselors independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherAug 17, 2023Mar 20, 2024 (216 d)
David Grant MetzgerOrigin Investment Advisory LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherAug 7, 2023Mar 25, 2024 (231 d)
Andrew Neil WyckoffTownsend independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherAug 7, 2023Jan 7, 2026 (884 d)
Kayleigh ZarndtWealth Enhancement Advisory Services, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 31, 2023Sep 19, 2023 (50 d)
Patrick Lawrence ToohersRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 28, 2023Sep 14, 2023 (48 d)
Karen F RickettsCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 26, 2023Sep 20, 2023 (56 d)
Ines Delia CollazoFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 21, 2023May 13, 2025 (662 d)
Andreas NydalWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 20, 2023Jul 21, 2023
Michael Byung Do LeePruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 19, 2023Aug 17, 2023
Steven CookT. Rowe Price Advisory Services, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 12, 2023Jul 14, 2026 (1098 d)
Sarah Elizabeth BeggsT. Rowe Price Advisory Services, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 12, 2023Sep 17, 2025 (798 d)
Michael John AndrewsLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 12, 2023Sep 21, 2023 (71 d)
Eugene M GallagherAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 10, 2023Sep 11, 2023 (63 d)
Sara DiazCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 3, 2023Feb 6, 2024 (218 d)
David N StansberryAtlas Financial, LLC unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 28, 2023Aug 4, 2023 (37 d)
Cullin HadenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 2, 2023Jul 18, 2023 (46 d)
Dawn Marie KalinowskiNewedge Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 31, 2023Aug 25, 2023 (86 d)
Philip John FerraraLarson Financial Group, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 30, 2023Nov 6, 2023 (160 d)
Brian WenstrupTouchstone Advisors Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 25, 2023Jul 7, 2023 (43 d)
Jennifer WuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 22, 2023Jul 19, 2023 (58 d)
Alexis E RodriguezFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 19, 2023Sep 21, 2023 (125 d)
Cris AlvarezCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 15, 2023Apr 9, 2024 (330 d)
Drew TuchfarberFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 9, 2023Oct 15, 2023 (159 d)
Brett Dale CarsonCarson Group Investing asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 5, 2023Jun 22, 2023 (48 d)
Philip PattenPursuit Financial, LLC unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 4, 2023Feb 19, 2025 (657 d)
Christopher Paul HughesPutnam Investment Management, LLC asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 2, 2023Jul 26, 2023 (85 d)
Audrey Elise PredJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 1, 2023Jul 25, 2023 (85 d)
Huan WangSeia BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 28, 2023Aug 11, 2023 (105 d)
Steven PotwinValic Financial Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 21, 2023May 25, 2023 (34 d)
Dave Jonathan GuzmanOneamerica Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 19, 2023Jun 14, 2024 (422 d)
Zachary McnelisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 18, 2023Jun 2, 2023 (45 d)
Frank Joseph UxaMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 17, 2023May 22, 2023 (35 d)
John Hughes ScottRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 17, 2023May 19, 2023 (32 d)
Janelle L AldridgeCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 17, 2023Jan 16, 2024 (274 d)
Joseph BartlettAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 10, 2023Jan 1, 2026 (997 d)
Erin Geraldine CaldwellMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 5, 2023May 25, 2023 (50 d)
Justin PeterkinJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 1, 2023May 3, 2023 (32 d)
William Brandon GoodingSecurities America Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 31, 2023Apr 10, 2023
Scott CohnAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 30, 2023Jan 6, 2024 (282 d)
Jayson De Jesus CollazoWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 30, 2023May 8, 2023 (39 d)
Edward Thomas KenneyTruist Advisory Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 28, 2023May 15, 2023 (48 d)
Stephen BishopFranklin Street Advisors Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 17, 2023Apr 22, 2026 (1132 d)
Michael Robert BruceCetera Advisor Networks LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 16, 2023Nov 10, 2023 (239 d)
Lee W NorthernCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 14, 2023Aug 29, 2023 (168 d)
Benjamin Rush MillerM Holdings Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 7, 2023Jan 1, 2025 (666 d)
Aaron DurdaCapital Advisors, Ltd., LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 1, 2023Jul 18, 2023 (139 d)
Michael CusickPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 21, 2023May 17, 2023 (85 d)
Aimee Carissa DaigleLPL Financial LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 17, 2023Mar 28, 2023 (39 d)
Carla K StohlmannAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 16, 2023May 4, 2026 (1173 d)
Joanna Marie NiemiecThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 16, 2023Mar 31, 2023 (43 d)
Jared Lloyd MacfarlandGoldman Sachs Wealth Services, L.P. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 7, 2023Mar 22, 2023 (43 d)
Carey A DroznekValic Financial Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 3, 2023Jun 29, 2023 (146 d)
Kathryn Elander SachsAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 2, 2023Mar 15, 2023 (41 d)
Evan ShifleyNewedge Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 1, 2023Feb 27, 2023
Kyle HoeppnerFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 1, 2023Mar 17, 2023 (44 d)
Timothy B ParsonsJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 20, 2023Apr 18, 2023 (88 d)
Thomas AvanzatoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 18, 2023Mar 10, 2023 (51 d)
Thomas ChiswickCitizens Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 9, 2023Feb 1, 2023
Forrest E HallMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2023Mar 13, 2023 (67 d)
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1,629 moves match.