DFX 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 |
|---|---|---|---|---|---|
| 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) |
| Bradley David Mazola | Pnc Wealth Management BD affiliated | Johnson Wealth Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | May 8, 2024 (1980 d) |
| James Michael Smith | Pnc Wealth Management BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Sep 20, 2019 (288 d) |
| Benjamin M. Mobley | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Dec 1, 2020 (726 d) |
| Robert Defina | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Dec 3, 2020 (728 d) |
| Robert K Ward | Pnc Wealth Management BD affiliated | Neuberger Berman Bd LLC no RAUM | Other | Dec 6, 2018 | Dec 22, 2021 (1112 d) |
| Douglas Scott Moxham | Pnc Wealth Management BD affiliated | Citizens Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Mar 12, 2021 (827 d) |
| Timothy J Hunkele | Pnc Wealth Management BD affiliated | Hefren-Tillotson, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Aug 15, 2019 (252 d) |
| Ilian Li | Pnc Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Aug 4, 2020 (607 d) |
| Michael E. Rose | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Nov 7, 2019 (336 d) |
| John Wakefield Feeney | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Aug 28, 2020 (631 d) |
| Wayne Todd Jones | Pnc Wealth Management BD affiliated | Citizens Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Apr 10, 2020 (491 d) |
| Ryan Keefer | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Jun 18, 2024 (2021 d) |
| Julia M Savage | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Sep 22, 2022 (1386 d) |
| Andrea Kaye Doller | Pnc Wealth Management BD affiliated | Kalos Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Apr 13, 2021 (859 d) |
| Jason Bennett Apuzzio | Pnc Wealth Management BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Feb 28, 2023 (1545 d) |
| Michael Curtis | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Nov 22, 2021 (1082 d) |
| Edie B Castor | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Nov 15, 2025 (2536 d) |
| Rishi Vyas | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Jan 3, 2025 (2220 d) |
| Thomas Henry Miller | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Dec 1, 2020 (726 d) |
| Thomas Rachelski | Pnc Wealth Management BD affiliated | Sonnet Financial Technologies LLC unclassified | Other | Dec 6, 2018 | Jan 4, 2021 (760 d) |
| Jason Robert Calderwood | Pnc Wealth Management BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Jul 10, 2019 (216 d) |
| Michen Sirleaf | Pnc Wealth Management BD affiliated | Td Ameritrade Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Apr 24, 2019 (139 d) |
| Vincent P Wieck | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Dec 14, 2018 |
| David Ryan Deweese | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Jun 27, 2019 (203 d) |
| Gabriel Rodriguez | Pnc Wealth Management BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Jun 2, 2026 (2735 d) |
| Ronald Douglas Coltrane Jr | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Aug 19, 2020 (622 d) |
| Steve Brunke | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Oct 7, 2019 (305 d) |
| Erika S. Halliwill | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Sep 29, 2020 (663 d) |
| Albert Andrew Yambor | Pnc Wealth Management BD affiliated | Sequoia Financial Group, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Sep 24, 2019 (292 d) |
| Nicholas Anthony Parise | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Sep 23, 2019 (291 d) |
| Frank Hotze | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2018 | Apr 26, 2019 (141 d) |
| Levente Ferenc Zsuppan | Pnc Wealth Management BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2018 | Sep 30, 2021 (1029 d) |
| Steven Charles Lorson | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2018 | Feb 13, 2019 (75 d) |
| Christopher Dennis Schalk | Pnc Wealth Management BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 28, 2018 | Nov 14, 2018 |
| Anthony Marlette Jr. | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 23, 2018 | Dec 7, 2018 |
| Rusty Randolph Odle | Pnc Wealth Management BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2018 | Dec 19, 2022 (1489 d) |
| Melissa Ann Barnes | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 20, 2018 | Nov 9, 2018 |
| Gregory Allen Hutcheson | Pnc Wealth Management BD affiliated | Mariner BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2018 | Mar 24, 2025 (2327 d) |
| Joseph M Dittoe | Pnc Wealth Management BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2018 | Nov 2, 2018 |
| Christopher David Carey | Pnc Wealth Management BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2018 | Nov 2, 2018 |
| Brenda Renee Rivers | Pnc Wealth Management BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2018 | Nov 2, 2018 |
| Eric Kyle Humphries-Bickley | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2018 | Nov 20, 2018 |
| Marco Goncalves Rita | Pnc Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2018 | Nov 14, 2018 |
| Vincent Edward Franks | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2018 | Nov 21, 2018 |
| Eric Haughwout | Pnc Wealth Management BD affiliated | Td Ameritrade, Inc. no RAUM | Other | Nov 5, 2018 | Jan 28, 2019 (84 d) |
| Anthony Henry Jagers | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Nov 5, 2019 (369 d) |
| David Woloff | Pnc Wealth Management BD affiliated | Santander Securities BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 28, 2019 (361 d) |
| Karen Quinn Watson | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 16, 2018 |
| Nicholas Kouletas | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Nov 20, 2018 |
| Lakhi Menghraj Narang | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Mar 6, 2020 (491 d) |
| Thomas Gary Becker | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Oct 26, 2018 |
| Gary Alan Carpenter | Pnc Wealth Management BD affiliated | Global Retirement Partners LLC institutional | Other | Nov 1, 2018 | Feb 6, 2020 (462 d) |
| Joyce Lynn Sullivan | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 26, 2019 (390 d) |
| Thomas Francis Nichols | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Mar 8, 2019 (127 d) |
| Dominick Palumbo | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Jan 23, 2019 (83 d) |
| Francesco Antonio Carafa | Pnc Wealth Management BD affiliated | Esi Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Jun 12, 2019 (223 d) |
| Stephen D'Alessandro | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 30, 2018 |
| Miguel R. Wodkowski | Pnc Wealth Management BD affiliated | Comerica Securities bank affiliated | Other | Nov 1, 2018 | Nov 5, 2018 |
| Matthew E Kallio | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 8, 2018 |
2,666 moves match.