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
Charles C. Robinson	Pnc Managed Account Solutions, Inc. other	Cetera Investment Advisers LLC other	Other	Feb 21, 2013	Jan 21, 2014 (334 d)
Robert Dudley Smith	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Feb 11, 2013	Feb 11, 2013
Kevin Lee Couch	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Feb 4, 2013	Feb 1, 2013
Brenton Kyle Daughdrill	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Nov 16, 2012	Dec 11, 2012
Ian Andrew Harris	Pnc Managed Account Solutions, Inc. other	Heritage Wealth Management other	Other	Sep 24, 2012	Jan 16, 2013 (114 d)
Rodney William Bowerman	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Sep 18, 2012	Aug 15, 2012
John Michael Hanson	Pnc Managed Account Solutions, Inc. other	Bok Financial Advisors other	Other	Sep 17, 2012	Sep 20, 2012
Olga Guin	Pnc Managed Account Solutions, Inc. other	Edward Jones national BD	Other	Sep 12, 2012	Nov 12, 2012 (61 d)
David Robert Carl Mitchell	Pnc Managed Account Solutions, Inc. other	Advice And Planning Services other	Other	Sep 7, 2012	May 28, 2014 (628 d)
Kim Denise Campbell	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Sep 6, 2012	Sep 17, 2012
Doris Gasca Silva	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 27, 2012	Aug 24, 2012
Harvey Rodriguez Lopez	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Aug 22, 2012	Aug 21, 2012
Benton Curtis Lacy	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 20, 2012	Aug 31, 2012
Guillermo Hector Monge	Pnc Managed Account Solutions, Inc. other	Nova Financial Services other	Other	Aug 10, 2012	Nov 15, 2012 (97 d)
Christopher Lee Perego	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Aug 2, 2012	Jul 26, 2012
Stephanie Matthews Mitzel	Pnc Managed Account Solutions, Inc. other	Rg Advisor Group other	Other	Jul 27, 2012	Oct 10, 2012 (75 d)
Micah Todd Lowry	Pnc Managed Account Solutions, Inc. other	Morgan Stanley wirehouse	Other	Jul 26, 2012	Jul 20, 2012
Ryan J. Thurber-Dean	Pnc Managed Account Solutions, Inc. other	Cuso Financial Services, L.P. other	Other	Jul 25, 2012	Aug 7, 2012
Jeff Chad Carlile	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Jul 24, 2012	Jul 26, 2012
Merissa Lynn Brinkerhoff	Pnc Managed Account Solutions, Inc. other	Wright Wealth Management Group state registered	Other	Jun 28, 2012	Sep 30, 2015 (1189 d)
Eugenia Ross Smallwood	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Jun 22, 2012	Jun 22, 2012
Larry Breck Bell	Pnc Managed Account Solutions, Inc. other	Fsc Securities Corporation other	Other	Jun 19, 2012	Jan 3, 2012
Kevin Michael Lockaby	Pnc Managed Account Solutions, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jun 4, 2012	Aug 16, 2012 (73 d)
Christopher David St. Laurent	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Jun 1, 2012	Aug 10, 2012 (70 d)
Jill Lynn Knoll	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	May 11, 2012	May 16, 2012
Teresa L. Turner	Pnc Managed Account Solutions, Inc. other	Pnc Wealth Management other	Other	Mar 14, 2012	Mar 19, 2012
Charles Marchal Rebhan	Pnc Managed Account Solutions, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Mar 6, 2012	Feb 21, 2012
Scotty Lee Morris	Pnc Managed Account Solutions, Inc. other	Essex National Securities, Inc. other	Other	Jan 24, 2012	Jan 25, 2012
Jay Lee Goldberg	Pnc Managed Account Solutions, Inc. other	Bok Financial Advisors other	Other	Jan 12, 2012	Nov 29, 2011
Carey Stuart Kesner	Pnc Managed Account Solutions, Inc. other	Bok Financial Advisors other	Other	Jan 12, 2012	Nov 29, 2011
Pleshetta Juanita Loftin	Pnc Managed Account Solutions, Inc. other	Compass Efficient Model Portfolios, LLC other	Other	Dec 23, 2011	Jan 25, 2013 (399 d)
Thomas Zimmer	Pnc Managed Account Solutions, Inc. other	Fifth Third Securities, Inc. other	Other	Dec 2, 2011	Dec 6, 2011
Brandon Ross Henry	Pnc Managed Account Solutions, Inc. other	Bok Financial Advisors other	Other	Nov 23, 2011	Nov 21, 2011
Scott Edward Mccaffrey	Pnc Managed Account Solutions, Inc. other	LPL Financial LLC other	Other	Oct 13, 2011	Nov 19, 2012 (403 d)
Abigail Cheng Gunderson	Pnc Managed Account Solutions, Inc. other	Linscomb Wealth, Inc. other	Other	Oct 12, 2011	Nov 7, 2011
Jeffrey Bruce Knight	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Sep 20, 2011	Sep 20, 2011
Jonathan J. Aulbert	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Sep 16, 2011	Sep 16, 2011
Raymond Riveras	Pnc Managed Account Solutions, Inc. other	Chase Investment Services Corp. other	Other	Aug 22, 2011	Aug 17, 2012 (361 d)
Kevin Daniel Maher	Pnc Managed Account Solutions, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Jun 17, 2011	Jun 20, 2011
Thomas Harold Decker	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	May 17, 2011	May 31, 2011
William Dale Kelly	Pnc Managed Account Solutions, Inc. other	Bb&T Investment Services, Inc. no RAUM	Other	Feb 28, 2011	May 4, 2011 (65 d)
John Paul Simmons	Pnc Managed Account Solutions, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Feb 15, 2011	Aug 10, 2011 (176 d)
Virginia Holbrook Morris	Pnc Managed Account Solutions, Inc. other	Bb&T Investment Services, Inc. no RAUM	Other	Feb 15, 2011	Jun 7, 2011 (112 d)
Carl Stewart Warren	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 5, 2011	Jan 19, 2011
David Anthony Arlott	Pnc Managed Account Solutions, Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 8, 2010	Dec 6, 2010
John Paul Simmons	Pnc Managed Account Solutions, Inc. other	Stifel, Nicolaus & Company, Incorporated national BD	Other	Oct 21, 2010	Feb 28, 2014 (1226 d)
Suresh Raghavan	Pnc Managed Account Solutions, Inc. other	Mbr Financial no RAUM	Other	Jun 8, 2010	Jul 29, 2013 (1147 d)
Alfred Bernard Brady	Pnc Managed Account Solutions, Inc. other	Fsc Securities Corporation other	Other	Mar 8, 2010	Mar 12, 2010
Mary Kathryn Margolis	Pnc Managed Account Solutions, Inc. other	Fsc Securities Corporation other	Other	Mar 8, 2010	Mar 15, 2010
Duane Michael Hirsch	Pnc Managed Account Solutions, Inc. other	Scf Private Wealth Holdings, LLC other	Other	Mar 1, 2010	Feb 24, 2010
Deborah Stavis	Pnc Managed Account Solutions, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Apr 22, 2008	Aug 3, 2009 (468 d)

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471 moves match.