DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Pnc Managed Account Solutions, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Juan Carlos Barraza | Pnc Managed Account Solutions, Inc. independent RIA | Banorte Asset Management, Inc. mixed wealth | RIA to RIA | Dec 1, 2023 | Jan 2, 2024 (32 d) |
| Faride Hezni Yamin Abud | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Dec 1, 2023 | Dec 1, 2023 |
| Beatrice Francoise Nunez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 12, 2023 |
| Joaquin Sanchez Hernandez | Pnc Managed Account Solutions, Inc. independent RIA | Bbva Global Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Nov 30, 2023 | Mar 5, 2024 (96 d) |
| Ricardo Ruiz Velez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 24, 2023 |
| Maria De Las Mercedes Gonzalez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 11, 2023 |
| Fidelma Farinas-Cobas | Pnc Managed Account Solutions, Inc. independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2023 | Dec 4, 2023 |
| Oscar Eduardo Fernandez Este | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 1, 2023 |
| Minerva Ayala Santos | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 12, 2023 |
| Jose A Lau | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 1, 2023 |
| Ignacio Antonio Perezanta Ordonez | Pnc Managed Account Solutions, Inc. independent RIA | Bbva Global Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Nov 30, 2023 | Mar 4, 2024 (95 d) |
| Maria Genoveva Hernandez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 1, 2023 |
| Ma Esther Palacios De Hernandez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 12, 2023 |
| Roberto Ruiz Velez | Pnc Managed Account Solutions, Inc. independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2023 | Apr 27, 2023 |
| Juan Pablo Fortoul Solorzano | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 4, 2023 |
| Juan Pablo Bolanos | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 4, 2023 |
| Jorge Luis Rivas Padilla | Pnc Managed Account Solutions, Inc. independent RIA | Bbva Global Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Nov 30, 2023 | Mar 1, 2024 (92 d) |
| Jake Norman Spruiell | Pnc Managed Account Solutions, Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 22, 2023 | Jun 6, 2024 (197 d) |
| Erik Michael Jackson | Pnc Managed Account Solutions, Inc. independent RIA | Frost Investment Services BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Dec 20, 2022 |
| Ramiro Gomez Rincon | Pnc Managed Account Solutions, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Nov 15, 2022 | Nov 10, 2022 |
| Antonio D Garcia | Pnc Managed Account Solutions, Inc. independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Oct 25, 2022 | Nov 2, 2022 |
| Diana Margarita Mirabal | Pnc Managed Account Solutions, Inc. independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 21, 2021 |
| Andres Ricketts | Pnc Managed Account Solutions, Inc. independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 21, 2021 |
| Beatrice Francoise Nunez | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Sep 20, 2021 |
| Roberto Escobar | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Aug 19, 2021 |
| Ramiro Gomez Rincon | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Sep 20, 2021 |
| Oscar Eduardo Fernandez Este | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Sep 20, 2021 |
| Minerva Ayala Santos | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Sep 20, 2021 |
| Maria Genoveva Hernandez | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Sep 20, 2021 |
| Ma Esther Palacios De Hernandez | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2021 | Sep 20, 2021 |
| James Walter Quaider | Pnc Managed Account Solutions, Inc. BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2021 | Feb 4, 2022 (84 d) |
| John Roland Allen | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2021 | Dec 16, 2021 (34 d) |
| Josh Vandiver | Pnc Managed Account Solutions, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2021 | Jan 7, 2022 (56 d) |
| Miguel Cebolla Tomas | Pnc Managed Account Solutions, Inc. BD affiliated | Zink Wealth Solutions LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 20, 2021 | Oct 17, 2022 (362 d) |
| Neal Allen Hiett | Pnc Managed Account Solutions, Inc. BD affiliated | Texas Capital Bank Private Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | Jul 16, 2024 (1012 d) |
| Charles Patrick Donnell | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2021 | Dec 2, 2021 (55 d) |
| Diego Laiz Moyano | Pnc Managed Account Solutions, Inc. BD affiliated | Bbva Global Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | May 29, 2025 (1329 d) |
| Arturo Inigo | Pnc Managed Account Solutions, Inc. BD affiliated | Frost Investment Services BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2021 | Nov 15, 2021 (38 d) |
| Javier Jose Torres Noriega | Pnc Managed Account Solutions, Inc. BD affiliated | Leucadia Asset Management LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | Feb 21, 2023 (501 d) |
| Christopher Anthony Todd | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2021 | Oct 29, 2021 |
| Andrey N Kolpakov | Pnc Managed Account Solutions, Inc. BD affiliated | Motiv8 Investments LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | May 25, 2022 (229 d) |
| Cristina Extremera Abril | Pnc Managed Account Solutions, Inc. BD affiliated | Insigneo Advisory Services, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | May 4, 2022 (208 d) |
| Owen Burns | Pnc Managed Account Solutions, Inc. BD affiliated | Cantor Fitzgerald Investment Advisors mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2021 | Sep 28, 2021 |
| James Aloysius Notzon | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2021 | Sep 22, 2021 |
| Jose Ramon Rodriguez | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2021 | Sep 22, 2021 |
| Lee Scott Bolnick | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2021 | Sep 22, 2021 |
| Andrea G Pineda | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2021 | Sep 22, 2021 |
| Jason Thomas Wilkes | Pnc Managed Account Solutions, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2021 | Sep 28, 2021 |
| Tuyet Thi Nguyen | Pnc Managed Account Solutions, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2021 | Oct 19, 2021 (36 d) |
| Daniel P Vosters | Pnc Managed Account Solutions, Inc. BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2021 | Aug 31, 2021 |
| Stephanie Berry Chapman | Pnc Managed Account Solutions, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2021 | Jun 15, 2023 (653 d) |
| Ariana Ivelisses Olive | Pnc Managed Account Solutions, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 26, 2021 | Mar 29, 2023 (580 d) |
| Henry Benjamin Coker | Pnc Managed Account Solutions, Inc. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Aug 27, 2021 |
| Douglas Parke Wilkinson | Pnc Managed Account Solutions, Inc. BD affiliated | Pfg Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2021 | Aug 31, 2021 |
| Forest Hampton Suber | Pnc Managed Account Solutions, Inc. BD affiliated | Concourse Financial Group Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Sep 8, 2021 |
| Malinda M. Martin | Pnc Managed Account Solutions, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 23, 2021 | Apr 5, 2022 (225 d) |
| Michael Eugene Winemiller | Pnc Managed Account Solutions, Inc. BD affiliated | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Aug 20, 2021 |
| Kimberly Lynn Herrera | Pnc Managed Account Solutions, Inc. BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Nov 3, 2021 (72 d) |
| Alicia O. Valencia | Pnc Managed Account Solutions, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 23, 2021 | Nov 26, 2021 (95 d) |
| Raul Valencia | Pnc Managed Account Solutions, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 23, 2021 | Dec 22, 2021 (121 d) |
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471 moves match.