DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Pnc Wealth Management
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 |
|---|---|---|---|---|---|
| Kimberly S Weithman | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2019 | Aug 9, 2019 |
| Kevin H. Gay | Pnc Wealth Management BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2019 | Sep 20, 2019 (80 d) |
| Chad W Aerni | Pnc Wealth Management BD affiliated | Vantage Financial Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2019 | Jan 7, 2022 (920 d) |
| Heath Michael Cato | Pnc Wealth Management BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 20, 2019 | Jun 24, 2019 |
| Thomas J Scott | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2019 | Jun 25, 2019 |
| Utkarsha Banerjee | Pnc Wealth Management BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 18, 2019 | Jul 26, 2019 (38 d) |
| Brian Michael Tammaro | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2019 | Jul 2, 2019 |
| Nicklaus Serafini | Pnc Wealth Management BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 13, 2019 | Jun 19, 2019 |
| Mark Adam Wakeland | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2019 | Aug 2, 2019 (56 d) |
| Tracy Read | Pnc Wealth Management BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2019 | Jun 26, 2019 |
| Jason Paul Seibert | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 6, 2019 | May 31, 2019 |
| Lawrence M Hagan | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2019 | Jun 3, 2019 |
| Christopher Scott Janusek | Pnc Wealth Management BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2019 | Aug 8, 2019 (65 d) |
| Edwin James Pinigis | Pnc Wealth Management BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2019 | Jun 7, 2019 |
| Jacob March Schaefer | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2019 | Jun 18, 2019 |
| David M Garres | Pnc Wealth Management BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 24, 2019 | May 29, 2019 |
| Robert Charles Johnson | Pnc Wealth Management BD affiliated | First Citizens Asset Management, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2019 | Jul 8, 2020 (412 d) |
| Kevin Gundrum | Pnc Wealth Management BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2019 | May 23, 2019 |
| Michael Thomas Ansenberger | Pnc Wealth Management BD affiliated | Td Ameritrade, Inc. no RAUM | Other | May 16, 2019 | Aug 29, 2019 (105 d) |
| Brent Edward Coughenour | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2019 | May 6, 2019 |
| Chris Mark Kolasinski | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 3, 2019 | Apr 29, 2019 |
| Loren Paul Fiffik | Pnc Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Apr 25, 2019 |
| Katherine Murphy | Pnc Wealth Management BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2019 | May 2, 2019 |
| Cody John Behrens | Pnc Wealth Management BD affiliated | David Vaughan Investments, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2019 | Mar 16, 2026 (2538 d) |
| Christopher John Kriak | Pnc Wealth Management BD affiliated | Benchmark Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2019 | Sep 8, 2020 (531 d) |
| Keith Casey Crytzer | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2019 | Mar 28, 2019 |
| Colleen Clark Higgins | Pnc Wealth Management BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 14, 2019 | Mar 18, 2019 |
| Nathan Ryan Garcia | Pnc Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2019 | Mar 7, 2019 |
| Mark Christopher Zonno | Pnc Wealth Management BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2019 | Feb 27, 2019 |
| Joshua Steven Gelber | Pnc Wealth Management BD affiliated | RBC Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2019 | Feb 21, 2019 |
| Jeff Claude Bonhomme | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 19, 2019 | Feb 24, 2019 |
| Theresa Ann Schmotzer | Pnc Wealth Management BD affiliated | Vantage Financial Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2019 | Mar 1, 2023 (1476 d) |
| Glenn Alan Aldridge | Pnc Wealth Management BD affiliated | Td Ameritrade, Inc. no RAUM | Other | Feb 8, 2019 | Mar 15, 2019 (35 d) |
| Alexander C Petrovich | Pnc Wealth Management BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2019 | Feb 1, 2019 |
| Robert Andrew Witte | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 6, 2019 | Feb 8, 2019 |
| Devin Renay Kelley | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 5, 2019 | Jan 31, 2019 |
| Nazinina Frankie Azwoir | Pnc Wealth Management BD affiliated | Wintrust Investments mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2019 | Feb 18, 2019 |
| Alex Linderman | Pnc Wealth Management BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2019 | Feb 6, 2019 |
| Robert Kamya | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 24, 2019 | Jan 31, 2019 |
| Jerel Patch | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 16, 2019 | Aug 22, 2019 (218 d) |
| Natalie Fay Miller | Pnc Wealth Management BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2019 | Feb 27, 2019 (50 d) |
| Charles Hunter Widener | Pnc Wealth Management BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2018 | Jan 19, 2021 (760 d) |
| Darnel D'Von James | Pnc Wealth Management BD affiliated | Voya Investment Management Co. LLC asset manager | Other | Dec 20, 2018 | Aug 13, 2019 (236 d) |
| Michael Dykes | Pnc Wealth Management BD affiliated | Allegheny Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2018 | Jan 23, 2019 (34 d) |
| Anthony J Rome | Pnc Wealth Management BD affiliated | Sequoia Financial Group, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2018 | Jan 15, 2019 |
| Kevin S. Clark | Pnc Wealth Management BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 13, 2018 | Dec 26, 2018 |
| Crystal M. Lance | Pnc Wealth Management BD affiliated | Midwestern Securities Trading Co.,LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 13, 2018 | Jan 2, 2019 |
| Lee Roger Cook | Pnc Wealth Management BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 11, 2018 | Dec 7, 2018 |
| John Joseph Cahill | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 11, 2018 | Dec 3, 2018 |
| Craig Tilghman Booth | Pnc Wealth Management BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Nov 30, 2018 |
| Karen L Segesto | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Nov 19, 2024 (2175 d) |
| Michael D. Zick | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Dec 2, 2021 (1092 d) |
| Christopher Mark Pritchard | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Nov 21, 2022 (1446 d) |
| David Wynne Morrison | Pnc Wealth Management BD affiliated | Peloton Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Apr 11, 2019 (126 d) |
| Everett Gregory Hunter | Pnc Wealth Management BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Oct 19, 2021 (1048 d) |
| Timothy Nathaniel Mcmullen | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Aug 24, 2020 (627 d) |
| William Thomas Kaeli | Pnc Wealth Management BD affiliated | Northstar Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Feb 10, 2022 (1162 d) |
| Michael Evan Elchoness | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | May 16, 2025 (2353 d) |
| Steffen Michelle Perry | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Nov 18, 2020 (713 d) |
| Andrew Burkhardt | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Mar 10, 2025 (2286 d) |
2,665 moves match.