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
Michael W Lassiter	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC independent RIA	Other	Aug 1, 2017	Aug 13, 2018 (377 d)
Alejandro Flores	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Jul 5, 2017	Jun 30, 2017
Jonathan Carl Crosby	Pnc Managed Account Solutions, Inc. other	Rfg Advisory, LLC independent RIA	Other	Jun 21, 2017	Feb 4, 2019 (593 d)
Paul L Thibodeaux	Pnc Managed Account Solutions, Inc. other	Bright Wealth Management, LLC independent RIA	Other	Jun 5, 2017	Jun 6, 2017
Christian Ray Escamilla	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 2, 2017	Jul 24, 2017 (52 d)
Georgina Cross	Pnc Managed Account Solutions, Inc. other	Primerica Advisors national BD	Other	May 31, 2017	May 21, 2019 (720 d)
David Picton Suttles	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	May 31, 2017	Jun 7, 2017
Ralph A Mazzuoccolo	Pnc Managed Account Solutions, Inc. other	Vicus Capital, Inc. independent RIA	Other	May 5, 2017	Sep 8, 2022 (1952 d)
Giovanni Antonio Malatesta	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 28, 2017	Apr 28, 2017
Andrew James Mahaven	Pnc Managed Account Solutions, Inc. other	Securian Financial Services, Inc. other	Other	Apr 28, 2017	May 19, 2017
Adriana Genoveffa Guez	Pnc Managed Account Solutions, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Apr 27, 2017	Jun 28, 2017 (62 d)
Stephen Richard Smith	Pnc Managed Account Solutions, Inc. other	Cetera Investment Advisers LLC other	Other	Mar 16, 2017	Apr 24, 2017 (39 d)
Mauricio Sanchez	Pnc Managed Account Solutions, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Mar 8, 2017	Mar 30, 2017
Tammie Knopp	Pnc Managed Account Solutions, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Feb 28, 2017	Mar 15, 2017
David K Lundgren	Pnc Managed Account Solutions, Inc. other	United Capital Financial Advisors other	Other	Feb 27, 2017	Jul 27, 2017 (150 d)
Erick Robert Krosky	Pnc Managed Account Solutions, Inc. other	Edward Jones national BD	Other	Feb 21, 2017	Feb 17, 2017
Jennifer Geroldine Dunaway	Pnc Managed Account Solutions, Inc. other	Synovus Securities, Inc. other	Other	Feb 10, 2017	Feb 13, 2017
Gloria Bertagnolli Ryan	Pnc Managed Account Solutions, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 30, 2017	Feb 16, 2017
Patrick Ryan Keller	Pnc Managed Account Solutions, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 27, 2017	Feb 16, 2017
Gabriela Smith	Pnc Managed Account Solutions, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Jan 27, 2017	Aug 2, 2023 (2378 d)
David Andrew Shaver	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 7, 2016	Dec 19, 2016
Rolandus Johnson	Pnc Managed Account Solutions, Inc. other	Eagle Strategies LLC BD affiliated	Other	Nov 21, 2016	Aug 21, 2019 (1003 d)
Barry Carson Eller	Pnc Managed Account Solutions, Inc. other	Td Ameritrade Investment Management, LLC independent RIA	Other	Nov 8, 2016	Jun 7, 2018 (576 d)
Robert Keith Glass	Pnc Managed Account Solutions, Inc. other	Northwestern Mutual Investment Services,LLC no RAUM	Other	Oct 11, 2016	Nov 21, 2016 (41 d)
Roberto A Lopez Araiza	Pnc Managed Account Solutions, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Sep 19, 2016	Sep 21, 2016
Tyler Dean Lewis	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Sep 16, 2016	Oct 7, 2016
Scott Clifton Francis	Pnc Managed Account Solutions, Inc. other	Edward Jones national BD	Other	Sep 15, 2016	Sep 27, 2016
Carrie Ann Lujan	Pnc Managed Account Solutions, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Sep 13, 2016	Feb 2, 2017 (142 d)
Deborah Kerr	Pnc Managed Account Solutions, Inc. other	Channel Islands Group other	Other	Sep 1, 2016	Sep 28, 2016
Patrick Randell Norfleet	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 15, 2016	Sep 1, 2016
Craig Alan Severin	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Aug 2, 2016	Aug 8, 2016
Andrew Michael Mccay	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Jul 25, 2016	Jul 22, 2016
John W Dunn	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Jul 5, 2016	Oct 28, 2016 (115 d)
Nathan Paul Roybal	Pnc Managed Account Solutions, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Jul 1, 2016	Jun 29, 2023 (2554 d)
Ramon Vasquez Aguirre	Pnc Managed Account Solutions, Inc. other	Lincoln Investment other	Other	Jul 1, 2016	Jul 14, 2016
Suzette Tejeda	Pnc Managed Account Solutions, Inc. other	Sovereign Wealth Advisors LLC other	Other	Jun 27, 2016	Jul 28, 2016 (31 d)
Chad A. Gardner	Pnc Managed Account Solutions, Inc. other	Raymond James & Associates, Inc. national BD	Other	Jun 22, 2016	Jun 22, 2016
James Sam Vaccaro	Pnc Managed Account Solutions, Inc. other	Bmo Harris Financial Advisors, Inc other	Other	Jun 3, 2016	Jul 14, 2016 (41 d)
Edward Thomas Carpenter	Pnc Managed Account Solutions, Inc. other	Union Capital Company independent RIA	Other	Jun 3, 2016	Apr 19, 2017 (320 d)
Jorge Macias	Pnc Managed Account Solutions, Inc. other	Cuna Brokerage Services, Inc. other	Other	Jun 3, 2016	Jun 15, 2016
Wendy Struble Kickhofel	Pnc Managed Account Solutions, Inc. other	Money Concepts Advisory Service other	Other	Jun 3, 2016	Jul 11, 2016 (38 d)
Whitney Marie Streck	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	May 31, 2016	May 31, 2016
Roger Dale Brown	Pnc Managed Account Solutions, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	May 19, 2016	May 31, 2016
Mario Omar Martinez Chavez	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	May 2, 2016	Jun 14, 2016 (43 d)
Jeffrey Strittmatter	Pnc Managed Account Solutions, Inc. other	Cetera Investment Advisers LLC other	Other	May 2, 2016	May 4, 2016
Gerardo Francisco Olavarrieta	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	May 2, 2016	Apr 29, 2016
Robert Keith Frost	Pnc Managed Account Solutions, Inc. other	Schwab Wealth Advisory, Inc. no RAUM	Other	Apr 27, 2016	Mar 19, 2026 (3613 d)
Barry Asher Wellins	Pnc Managed Account Solutions, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Mar 11, 2016	Aug 1, 2016 (143 d)
David Hallmark	Pnc Managed Account Solutions, Inc. other	Suntrust Investment Services, Inc. other	Other	Mar 1, 2016	Mar 4, 2016
Cynthia Danielle Middleton	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Feb 18, 2016	Apr 6, 2016 (48 d)
Kevin Meredith Mccoy	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Jan 13, 2016	Feb 9, 2016
John Matthew Pierce	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Dec 7, 2015	Dec 3, 2015
Matthew Stephens	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Nov 25, 2015	Feb 9, 2016 (76 d)
R. Paul Johnson	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Nov 6, 2015	Oct 28, 2015
Charlene Margaret May	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Oct 6, 2015	Aug 24, 2017 (688 d)
Jesus Zamarripa	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Oct 6, 2015	Jun 7, 2016 (245 d)
Tattiana Quiros Vargas	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Oct 6, 2015	Oct 5, 2015
Jessyca R. Miller	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Aug 24, 2015	Aug 25, 2015
Jorge Cesar Escobedo	Pnc Managed Account Solutions, Inc. other	Cetera Investment Advisers LLC other	Other	Aug 24, 2015	Aug 26, 2015
Carlos Manuel Chapa	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 3, 2015	Sep 16, 2015 (44 d)

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471 moves match.