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 |
|---|---|---|---|---|---|
| John Taveira | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Jan 28, 2019 (88 d) |
| Jaclyn Marie Stark-Mullica | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Feb 27, 2019 (118 d) |
| Anthony Paul Tuccini | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 23, 2018 |
| Rebecca Mayer Hern | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 30, 2018 |
| Ganna I Kravchuk | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Nov 21, 2018 |
| Charles Wesley Conkling | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Dec 18, 2018 (47 d) |
| Fred Kleinfeld | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Nov 1, 2018 |
| Joseph Arndt | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Apr 16, 2019 (166 d) |
| James Matthew Myczek | Pnc Wealth Management BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 12, 2018 |
| Mark Anthony Ventura | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Nov 1, 2018 |
| Brian Patrick Marion | Pnc Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Dec 4, 2018 (33 d) |
| Wesley Jarrett Clark | Pnc Wealth Management BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 30, 2018 |
| Brad Molineux | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Jan 29, 2025 (2281 d) |
| Jared Michael Kersten | Pnc Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Oct 17, 2018 |
| Russell Truesdale | Pnc Wealth Management BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Mar 20, 2023 (1600 d) |
| Mathieu Spence Godin | Pnc Wealth Management BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Nov 9, 2018 |
| Emanuele Umberto Buonamici | Pnc Wealth Management BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 8, 2021 (1103 d) |
| Hayward Carter | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Dec 13, 2018 (42 d) |
| Zachary Stillman | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Jan 18, 2019 (78 d) |
| Jeffrey Scott Moeller | Pnc Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Oct 17, 2018 |
| Kurt Engelhardt | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Mar 14, 2019 (133 d) |
| Ankit Patel | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Apr 16, 2019 (166 d) |
| Anthony Grisanti | Pnc Wealth Management BD affiliated | Td Ameritrade Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Jan 3, 2019 (63 d) |
| Gregory T Walsh | Pnc Wealth Management BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 13, 2018 |
| Jenny Melany Quimbayo | Pnc Wealth Management BD affiliated | Hsbc Securities (USA) Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 26, 2018 |
| Jonathan Aaron Hileman | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Mar 30, 2026 (2706 d) |
| Matthew Joseph James Spirko | Pnc Wealth Management BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 27, 2018 |
| Brandon S Ellis | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Dec 13, 2018 (42 d) |
| John Samuel Fitch | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Nov 8, 2018 |
| John Patrick Mulichak | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Jun 13, 2022 (1320 d) |
| Jeremy J. Phelps | Pnc Wealth Management BD affiliated | Amundi Pioneer Institutional Asset Management, Inc. other | Other | Nov 1, 2018 | Nov 14, 2018 |
| Michael Theodore Iannuzzi | Pnc Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Nov 13, 2018 |
| Andrew Joseph Schultz | Pnc Wealth Management BD affiliated | E*Trade Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2018 | Nov 1, 2018 |
| Matthew Taylor | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Mar 2, 2019 (121 d) |
| Jeffrey Wyatt Finlayson | Pnc Wealth Management BD affiliated | Securian Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 15, 2018 |
| Lovel M. Gilmore | Pnc Wealth Management BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 5, 2020 (704 d) |
| Elizabeth Ann Adkins | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Feb 12, 2019 (103 d) |
| Robert Rosema | Pnc Wealth Management BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2018 | Oct 15, 2018 |
| Ryan Francis White | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2018 | Oct 26, 2018 |
| Michael William Walbridge | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 30, 2018 | Nov 13, 2018 |
| Robert Tripp | Pnc Wealth Management BD affiliated | Td Ameritrade Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2018 | Nov 15, 2018 |
| Zeyn E Desai | Pnc Wealth Management BD affiliated | T. Rowe Price Advisory Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2018 | Aug 5, 2019 (284 d) |
| Jonathan Neil Sarf | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2018 | Aug 4, 2025 (2475 d) |
| Alan Koncal | Pnc Wealth Management BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2018 | Feb 7, 2019 (105 d) |
| Conrad Harding Newman | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2018 | Jul 16, 2026 (2821 d) |
| Maria Elena Montenegro | Pnc Wealth Management BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2018 | Mar 14, 2024 (1967 d) |
| Tracy Dean | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 19, 2018 | Sep 28, 2018 |
| Sarah Elizabeth Hahn | Pnc Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2018 | Oct 17, 2018 |
| Michael Keith Schneider | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2018 | Oct 15, 2018 |
| Patrick Stephen Mullen | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2018 | Oct 21, 2018 |
| Monty Ray Pollard | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 12, 2018 | Oct 4, 2018 |
| Lucas D. Franks | Pnc Wealth Management BD affiliated | Td Ameritrade Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 12, 2018 | Nov 15, 2018 (34 d) |
| Jonathan Randall Vernacchio | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2018 | Sep 24, 2018 |
| Thomas Edward Finley | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2018 | Sep 27, 2018 |
| Robert Charles Litwin | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2018 | Oct 1, 2018 |
| Justin Barry Neighbour | Pnc Wealth Management BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2018 | Oct 5, 2018 |
| Russell Raymond Priddy | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 2, 2018 | Sep 24, 2018 |
| Ryan J. Mikelonis | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 2, 2018 | Oct 2, 2018 |
| Mirko Reithofer | Pnc Wealth Management BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2018 | Nov 28, 2018 (62 d) |
| Frederick Ballenger | Pnc Wealth Management BD affiliated | Transamerica Retirement Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2018 | Oct 2, 2018 |
2,666 moves match.