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CRD 151829
BALTIMORE, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TIMOTHY MCDONOUGH | n/a | CLEVELAND, OH | 12 | 29 | 1 | yes |
| ROBERT PHILIP EDMISTON | n/a | Philadelphia, PA | 10 | 15 | 1 | yes |
| ANDREW PATRICK MUTSCHELLER | n/a | BALTIMORE, MD | Dallas, TX | 8 | 23 | 3 | yes |
| STEPHEN R TROMBETTA | n/a | Pittsburgh, PA | 6 | 12 | 1 | yes |
| PATRICK BRIAN CUNNINGHAM | n/a | Philadelphia, PA | 6 | 23 | n/a | yes |
| MARK ALAN YASENCHAK | Chartered Financial Analyst | Camp Hill, PA | 5 | 22 | n/a | yes |
| KRISTEN D ELLIS | n/a | Charlotte, NC | 5 | 14 | 1 | yes |
| Annabel Louise Whiting | n/a | Phoenix, AZ | 4 | 17 | 1 | yes |
| WADE MAGLENN MEADOWS | Certified Financial Planner|Chartered Financial Consultant | CHARLOTTE, NC | 4 | 25 | 5 | yes |
| JESUS MARIA HINOJOSA | n/a | Houston, TX | 3 | 10 | n/a | yes |
| ANDREW DAVID TINO | n/a | Pittsburgh, PA | 3 | 28 | 2 | yes |
| CHRISTINA ANNE NAGY | n/a | East Cherry Hill, NJ | 3 | 22 | 2 | yes |
| BRIAN CLARK MOCK | n/a | Bellevue, WA | 2 | 30 | n/a | yes |
| CHRISTOPHER S MICEIKA | Chartered Financial Analyst | Tampa, FL | BALTIMORE, MD | 1 | 12 | n/a | yes |
| KURT MAEKAWA | n/a | CHICAGO, IL | 1 | 23 | 3 | yes |
| ERIK RANSON | n/a | BALTIMORE, MD | 0 | 21 | 4 | yes |
| Daniel W O'connor | n/a | Boston, MA | 0 | 33 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PNC INTERNATIONAL GROWTH FUND, L.P. | Hedge Fund | $100 | Mar 15, 2018 | 0 | Mar 29, 2012 | dropped | 021-171496 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AGATI, AMANDA, E | MANAGER, BOARD OF MANAGERS | Na | yes | 03/2024 | Mar 26, 2024 | Aug 19, 2024 |
| HARRINGTON, THOMAS, JOSEPH | CHIEF RISK OFFICER | Na | yes | 01/2022 | Mar 30, 2022 | Aug 19, 2024 |
| PNC BANK, NATIONAL ASSOCIATION | SOLE MEMBER | E | yes | 09/2009 | Mar 29, 2012 | Aug 19, 2024 |
| RHODERICK, SEAN, TERRENCE | MANAGER, BOARD OF MANAGERS AND CHIEF INVESTMENT OFFICER | Na | yes | 12/2019 | Dec 16, 2019 | Aug 19, 2024 |
| RUS, THOMAS, REINHARD | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2021 | Nov 2, 2021 | Aug 19, 2024 |
| SPRATLEY, JENNIFER, ELIZABETH | MANAGER, BOARD OF MANAGERS AND MANAGING DIRECTOR-BUSINESS ADMINISTRATION | Na | yes | 03/2020 | Mar 16, 2017 | Aug 19, 2024 |
| THE PNC FINANCIAL SERVICES GROUP, INC. | Shareholder | E | yes | 03/2007 | Mar 29, 2012 | Aug 19, 2024 |
| YURKO, MARC, DAVID | CHIEF FINANCIAL OFFICER | Na | yes | 03/2013 | Mar 28, 2013 | Aug 19, 2024 |
| WILSON, MICHAEL, PAUL | CHAIRMAN & PRESIDENT. | Na | no | 03/2024 | Mar 27, 2020 | Aug 19, 2024 |
| WOSKOBNICK, JENNIFER, JACQUELINE | MANAGER, BOARD OF MANAGERS | Na | no | 03/2020 | Mar 27, 2020 | Aug 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PNC INVESTMENTS LLC | n/a | Bd affiliated wealth | $30B | N | yes | n/a |
| PNC BANCORP, INC | n/a | n/a | n/a | N | yes | n/a |
| PNC BANK, NATIONAL ASSOCIATION | n/a | n/a | n/a | Y | yes | Pa |
| PNC CAPITAL MARKETS LLC | n/a | n/a | n/a | N | yes | n/a |
| PNC FINANCIAL SERVICES GROUP, INC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Cleveland | Oh | United States | 8 | no |
| Birmingham | Al | United States | 1 | no |
| Chicago | IL | United States | 1 | no |
| Raleigh | Nc | United States | 1 | no |
| Cincinnati | Oh | United States | 1 | no |
| Dallas | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $51B | $51B | 258 | 22 | 4 | n/a | n/a |
| 2024 | Apr 4, 2025 | $43B | $43B | 263 | 23 | 5 | n/a | n/a |
| 2023 | Mar 26, 2024 | $38B | $38B | 254 | 23 | 6 | n/a | n/a |
| 2022 | Mar 29, 2023 | $34B | $34B | 154 | 23 | 6 | n/a | n/a |
| 2021 | Mar 30, 2022 | $34B | $34B | 146 | 23 | 4 | n/a | n/a |
| 2020 | Mar 30, 2021 | $30B | $30B | 125 | 23 | 3 | n/a | n/a |
| 2019 | Mar 27, 2020 | $24B | $24B | 113 | 21 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $54B | $54B | 268 | 77 | 6 | n/a | n/a |
| 2017 | Mar 15, 2018 | $50B | $50B | 251 | 63 | 6 | 1 | $100 |
| 2016 | Mar 16, 2017 | $49B | $49B | 263 | 63 | n/a | 1 | $100 |
| 2015 | Mar 15, 2016 | $42B | $42B | 252 | 61 | n/a | 1 | $100 |
| 2014 | Mar 27, 2015 | $40B | $40B | 265 | 57 | n/a | 1 | $100 |
| 2013 | Mar 31, 2014 | $37B | $37B | 246 | 59 | n/a | 1 | $100 |
| 2012 | Mar 28, 2013 | $35B | $35B | 190 | 60 | n/a | 1 | $100 |
| 2011 | Mar 30, 2012 | $35B | $35B | n/a | n/a | n/a | 1 | $0 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 8 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $51B | $43B | 19.6% | $34B | 14.1% | 258 | 263 | 4 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | 2 | Nov 18, 2019 | Nov 21, 2024 | CLEVELAND, OH | Team lift out | Other | 8.7% |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 4 | Nov 18, 2019 | Nov 18, 2021 | CLEVELAND, OH | Team lift out | Other | 17.4% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | 2 | Jan 11, 2017 | Feb 24, 2017 | COLUMBUS, OH | Team lift out | Other | 0.2% |
| PNC WEALTH MANAGEMENT | 2 | May 11, 2015 | Jun 18, 2015 | COLUMBUS, OH | Team lift out | Other | 0.2% |