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
William Andrew MarshEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2023Jan 23, 2023
Rahul Dev IyengarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2023Jan 1, 2025 (727 d)
Michael Ryan DewaltMidwestern Securities Trading Co.,LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 3, 2023Feb 16, 2023 (44 d)
Jordan FreundRBC Capital Markets, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 3, 2023Jun 8, 2023 (156 d)
Marina Maranatha PelrenLPL Financial LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2022Jan 1, 2026 (1097 d)
Benjamin A CarneyRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 22, 2022Jul 12, 2023 (202 d)
Thomas GerstenschlagerLPL Financial LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 19, 2022Jan 6, 2023
Kathryn MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 13, 2022Feb 6, 2023 (55 d)
Justin RacculiaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 13, 2022Feb 9, 2023 (58 d)
Yuri Alexander DaganRBC Capital Markets, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 12, 2022May 23, 2023 (162 d)
Luke E GeraldFifth Third Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 1, 2022Jan 30, 2023 (60 d)
Tyler Bryant ScritchfieldMutual Of Omaha Investor Services, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherNov 30, 2022Dec 16, 2022
Leonard D DewberryFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 29, 2022Jan 5, 2023 (37 d)
John C MoresiLarson Financial Group, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 28, 2022Dec 22, 2022
Terence TabileMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 23, 2022Feb 21, 2024 (455 d)
Patrick Sinclair CavanaughCetera Advisor Networks LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 23, 2022Jan 27, 2023 (65 d)
Christopher Glenn ThomasonAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 23, 2022Dec 16, 2022
Alex Gordon HillFirst Command Advisory Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 9, 2022Oct 11, 2022
Scott CampbellAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 9, 2022Mar 8, 2023 (119 d)
Bridger William JefferiesWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 7, 2022Feb 16, 2023 (101 d)
Jonathan WolanykAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 3, 2022Dec 14, 2022 (41 d)
Paul BakerKnights Of Columbus Asset Advisors LLC institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 1, 2022Oct 11, 2024 (710 d)
Rafael AvramovEagle Strategies LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 26, 2022Nov 16, 2022
Dylan Wade MartinThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 14, 2022Oct 31, 2022
Jamie Rolanda EndicottWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 13, 2022Oct 27, 2022
Stephen Anthony StavrouJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 11, 2022Sep 5, 2023 (329 d)
Michele BrehmU.S. Bancorp Investments, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 6, 2022Nov 15, 2022 (40 d)
Kristin Amber LindseyBenjamin F. Edwards & Company, Incorporated BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 6, 2022Oct 24, 2022
John J BernatowiczMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 6, 2022Oct 27, 2022
Kristoffer KaminskiGradient Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 4, 2022Mar 1, 2023 (148 d)
Alexander Thomas Tri PohlmannVanguard Advisers, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 3, 2022Nov 18, 2022 (46 d)
Ronald Christopher RidingsFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 27, 2022Dec 20, 2022 (84 d)
Dylan AllredFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 26, 2022Feb 1, 2023 (128 d)
Chad Woodruff Di StefanoC.W. Di Stefano Enterprises, LLC unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 23, 2022Jul 22, 2024 (668 d)
Joshua Paul PergerHuntington Financial Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 22, 2022Oct 18, 2022
David NardielloMfa Wealth Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherSep 21, 2022Sep 23, 2022
Karl BeckAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 16, 2022Nov 1, 2022 (46 d)
Roberta TondoVanguard Advisers, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2022Aug 7, 2024 (699 d)
Nikeya TarverMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 8, 2022Jan 1, 2025 (846 d)
Kalpesh Hasmukh PatelCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherSep 2, 2022Oct 25, 2022 (53 d)
Shadi MaasriFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 25, 2022Feb 20, 2024 (544 d)
Blake SneedCetera Advisor Networks LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 15, 2022Aug 24, 2022
Adrian VoytelmgumEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 12, 2022Nov 29, 2022 (109 d)
David Allen LingelCetera Advisors LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 10, 2022Aug 29, 2022
Brenda Julian-YanezMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 5, 2022Sep 19, 2022 (45 d)
Craig Michael GoldenThrivent Investment Management Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 5, 2022Sep 2, 2022
Chandra Alexis BurnsRaymond James & Associates, Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 4, 2022Jan 31, 2023 (180 d)
Jacob HalloranEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 2, 2022Sep 22, 2022 (51 d)
David Michael TiutczenkoAe Wealth Management, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 29, 2022Aug 24, 2022
Johnathon SoriaWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 27, 2022Jan 3, 2023 (160 d)
Robert Joseph RuellePrivate Advisor Group, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 21, 2022Apr 12, 2023 (265 d)
Cynthia M TrappRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 18, 2022Aug 24, 2022 (37 d)
Elizabeth A MayerRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 18, 2022Aug 25, 2022 (38 d)
Latricia PeckTransamerica Financial Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 15, 2022Aug 30, 2022 (46 d)
Nicholas George DippelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 13, 2022Aug 9, 2022
Boyd BarnhardtLinden Thomas Advisory Services, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 8, 2022Sep 12, 2022 (66 d)
Nderim ZenuniJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 8, 2022Aug 11, 2022 (34 d)
Eva Marie VictorGirard Advisory Services, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 7, 2022Dec 17, 2025 (1259 d)
Erin M BrazzoniMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJul 6, 2022Jul 27, 2022
Richard S CapitaniU.S. Bancorp Investments, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 30, 2022Aug 22, 2022 (53 d)
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1,629 moves match.