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 Azzaro	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 24, 2015	Aug 13, 2015
James Ashley Mann	Pnc Managed Account Solutions, Inc. other	Rfg Advisory, LLC independent RIA	Other	Jul 10, 2015	Nov 17, 2020 (1957 d)
Henry Raymond Conkle	Pnc Managed Account Solutions, Inc. other	Msi Financial Services, Inc. other	Other	Jul 8, 2015	Jul 22, 2015
Kristopher Alexander Karazissis	Pnc Managed Account Solutions, Inc. other	Bb&T Investment Services, Inc. no RAUM	Other	Jul 7, 2015	Aug 25, 2015 (49 d)
Kelly L. Francis	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Jun 12, 2015	Jun 12, 2015
Binod Rijal	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 10, 2015	Aug 3, 2015 (54 d)
Kyle Thomas Cronan	Pnc Managed Account Solutions, Inc. other	Oneamerica Securities, Inc. other	Other	Jun 5, 2015	Jul 15, 2015 (40 d)
Kevin Farladansky	Pnc Managed Account Solutions, Inc. other	UBS Financial Services Inc. wirehouse	Other	Jun 1, 2015	Jul 8, 2015 (37 d)
Christopher Paul Prien	Pnc Managed Account Solutions, Inc. other	Financial Partners, LLC other	Other	May 4, 2015	May 4, 2015
John Marcus Allen	Pnc Managed Account Solutions, Inc. other	Td Ameritrade Investment Management, LLC other	Other	Apr 17, 2015	Apr 22, 2015
Michael Hamilton Hopper	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 13, 2015	Apr 9, 2015
Michael Anthony Grisaffi	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 8, 2015	Apr 8, 2015
Jose Valle	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 8, 2015	Apr 8, 2015
Joseph Evans Dewhart	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 7, 2015	May 12, 2015 (35 d)
Chris R. Counce	Pnc Managed Account Solutions, Inc. other	Voya Financial Advisors, Inc. other	Other	Apr 6, 2015	Oct 26, 2015 (203 d)
Adrian Marcelo Gonzalez Villarreal	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Mar 31, 2015	Mar 31, 2015
Jackie Lou Daclan D'Avolio-Raquidan	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Feb 23, 2015	Feb 18, 2015
Bridgette D Gavagan	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Feb 23, 2015	Feb 10, 2015
Jason Douglas Mccarthy	Pnc Managed Account Solutions, Inc. other	Cuso Financial Services, L.P. other	Other	Jan 15, 2015	Jan 21, 2015
Mary Macintosh Harris	Pnc Managed Account Solutions, Inc. other	Fullcircle Wealth LLC independent RIA	Other	Jan 6, 2015	Jan 12, 2015
Nicole Wilbert	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC BD affiliated	Other	Jan 6, 2015	May 22, 2026 (4154 d)
William Clarence Larkin	Pnc Managed Account Solutions, Inc. other	American Portfolios Advisors, Inc other	Other	Dec 11, 2014	Jan 15, 2015 (35 d)
Rufus Alston Roberts	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Dec 3, 2014	May 6, 2015 (154 d)
Jason Zardavets	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 3, 2014	Jan 23, 2015 (51 d)
Kent Dwayne Seacat	Pnc Managed Account Solutions, Inc. other	Bmo Harris Financial Advisors, Inc other	Other	Dec 1, 2014	Mar 11, 2015 (100 d)
German Ricardo Mora	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 24, 2014	Jan 21, 2015 (58 d)
Tiffany Miller Campbell	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Oct 21, 2014	Oct 31, 2014
Abraham Eli Marquez	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Sep 17, 2014	Sep 3, 2014
Carmen Saenz Hill	Pnc Managed Account Solutions, Inc. other	Tlg Advisors, Inc. other	Other	Jul 22, 2014	May 27, 2016 (675 d)
Amelia Leigh Thomas	Pnc Managed Account Solutions, Inc. other	Cuna Brokerage Services, Inc. other	Other	Jul 9, 2014	Aug 5, 2014
Raj Shekar	Pnc Managed Account Solutions, Inc. other	Householder Group Estate & Retirement Specialists other	Other	Jun 30, 2014	Sep 9, 2014 (71 d)
Elvia Hostiguin Vargas	Pnc Managed Account Solutions, Inc. other	Advice And Planning Services BD affiliated	Other	Jun 23, 2014	Oct 13, 2022 (3034 d)
Aaron Kyle Rainwater	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Jun 23, 2014	Jun 20, 2014
Trent Peter Lamonica	Pnc Managed Account Solutions, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Jun 9, 2014	Mar 19, 2020 (2110 d)
Stacy Jean Hayes	Pnc Managed Account Solutions, Inc. other	Woodbury Financial Services, Inc. other	Other	May 15, 2014	May 15, 2014
Thomas Francis Kennedy	Pnc Managed Account Solutions, Inc. other	Bancwest Investment Services, Inc. (Bwis) other	Other	May 13, 2014	Jun 3, 2014
Janet Lee Hokaj	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	May 9, 2014	Jun 2, 2014
Jeremy D Cacciatore	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Mar 21, 2014	Apr 10, 2014
Rommel Garcia	Pnc Managed Account Solutions, Inc. other	Suntrust Investment Services, Inc. other	Other	Feb 14, 2014	Feb 18, 2014
Wesley J. Garner	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Jan 16, 2014	Jan 15, 2014
Joseph Angelo Vazquez	Pnc Managed Account Solutions, Inc. other	Wealth Management Solutions other	Other	Jan 13, 2014	Mar 10, 2014 (56 d)
John William Holmes	Pnc Managed Account Solutions, Inc. other	Capital One Financial Advisors LLC unclassified	Other	Jan 9, 2014	Jan 17, 2014
Melanie Moxley Magners	Pnc Managed Account Solutions, Inc. other	St. Johns Investment Management Company, LLC independent RIA	Other	Dec 13, 2013	Feb 16, 2026 (4448 d)
David Wall Price	Pnc Managed Account Solutions, Inc. other	St. Johns Investment Management Company, LLC other	Other	Dec 13, 2013	Jul 30, 2014 (229 d)
David Andrew Price	Pnc Managed Account Solutions, Inc. other	St. Johns Investment Management Company, LLC independent RIA	Other	Dec 13, 2013	Jan 1, 2026 (4402 d)
Thomas David Grier	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 2, 2013	Dec 2, 2013
Eric Michael Sandrock	Pnc Managed Account Solutions, Inc. other	Performance Investment Group state registered	Other	Nov 15, 2013	Apr 14, 2010
Melissa Ausman Barkley	Pnc Managed Account Solutions, Inc. other	Linscomb Wealth, Inc. independent RIA	Other	Nov 15, 2013	Nov 25, 2019 (2201 d)
Cherie Jean Jolly	Pnc Managed Account Solutions, Inc. other	Bok Financial Advisors other	Other	Nov 4, 2013	Feb 27, 2014 (115 d)
Benjamin John Fernandez	Pnc Managed Account Solutions, Inc. other	Greenberg Financial Group other	Other	Oct 16, 2013	Nov 7, 2013
Thomas Sandifer	Pnc Managed Account Solutions, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 18, 2013	Sep 25, 2013
Blaize N. Kaduru	Pnc Managed Account Solutions, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Sep 9, 2013	Feb 18, 2014 (162 d)
Shauna Hart Bartula	Pnc Managed Account Solutions, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jul 31, 2013	Aug 5, 2013
Gary Lynn Ely	Pnc Managed Account Solutions, Inc. other	Concourse Financial Group Advisors other	Other	May 29, 2013	Jul 23, 2013 (55 d)
John E. Rietz	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	May 20, 2013	May 31, 2013
Kristin Nicole Campbell	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	May 20, 2013	May 20, 2013
Kenneth Christopher Acampora	Pnc Managed Account Solutions, Inc. other	Western Wealth Management LLC no RAUM	Other	Apr 29, 2013	May 14, 2013
Dan C. Drummond	Pnc Managed Account Solutions, Inc. other	Stratos Wealth Partners, Ltd other	Other	Apr 22, 2013	May 6, 2013
Steve Albert Clark	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Apr 12, 2013	Apr 12, 2013
Sheri Eddings Robinson	Pnc Managed Account Solutions, Inc. other	Linscomb Wealth, Inc. other	Other	Mar 13, 2013	Mar 22, 2013

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471 moves match.