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 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 |
|---|---|---|---|---|---|
| Ashton Bowman | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Apr 7, 2026 |
| Jennifer D. Blair | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 11, 2026 | Mar 31, 2026 |
| Timothy Waller | Pnc Wealth Management BD affiliated | Mdrn Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2026 | Apr 14, 2026 (39 d) |
| Jonathan Sewell | Pnc Wealth Management BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Mar 20, 2026 (37 d) |
| Brandi Lynn Johnson | Pnc Wealth Management BD affiliated | State Farm Investment Management Corp. asset manager | Other | Feb 6, 2026 | Feb 26, 2026 |
| Natallia Talkachova | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 3, 2026 | Jan 28, 2026 |
| Tyler M Miller | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Jan 26, 2026 |
| Jonathan Randall Vernacchio | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2026 | Jan 27, 2026 |
| Joseph Christopher Satira | Pnc Wealth Management BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Feb 12, 2026 |
| Nathan Hartwig | Pnc Wealth Management BD affiliated | Creative Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2026 | Feb 16, 2026 |
| Cara Marie Russell Zambella | Pnc Wealth Management BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2026 | Feb 18, 2026 (47 d) |
| Erik De Jesus Jaques Rosales | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 2, 2026 | Mar 11, 2026 (68 d) |
| Sudeep Mitra | Pnc Wealth Management BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Dec 8, 2025 |
| Toby John Prestegaard | Pnc Wealth Management BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Dec 5, 2025 | Dec 5, 2025 |
| Oliver Evan | Pnc Wealth Management BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Apr 22, 2026 (140 d) |
| Andrew Jeremy Cartwright | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Dec 15, 2025 (33 d) |
| Anthony Rudy Williams | Pnc Wealth Management BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Oct 31, 2025 |
| Danielle Ann Brown | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 4, 2025 | Nov 13, 2025 |
| Nicholas Maximilian Seybold | Pnc Wealth Management BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Oct 31, 2025 |
| Mohammad Ahmad Khalil | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 23, 2025 | Sep 3, 2026 (315 d) |
| Sandra C Javelly | Pnc Wealth Management BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | May 28, 2026 (219 d) |
| Tyson Eugene Brimhall | Pnc Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2025 | Oct 17, 2025 |
| Jeffrey James Jordano | Pnc Wealth Management BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2025 | Oct 20, 2025 |
| Ernesto Vargas Truqui | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 6, 2025 | Dec 1, 2025 (56 d) |
| John William Powell | Pnc Wealth Management BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 29, 2025 |
| Carmino Bove | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2025 | Sep 4, 2025 |
| Peter G. Elers | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 8, 2025 | Sep 5, 2025 |
| Christopher Gerald Boyer | Pnc Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2025 | Sep 16, 2025 |
| Christopher Alan Banta | Pnc Wealth Management BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Aug 21, 2025 | Sep 17, 2025 |
| James Mcdaniel | Pnc Wealth Management BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Aug 20, 2025 | Sep 17, 2025 |
| Morgan Blount | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 19, 2025 | Oct 9, 2025 (51 d) |
| Jozsef Nandor Szadvari III | Pnc Wealth Management BD affiliated | Northwest Financial Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2025 | Aug 7, 2025 |
| Brian M Stamp | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 5, 2025 | Aug 1, 2025 |
| Tiffany Corine Archimede Ramirez | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 4, 2025 | Aug 8, 2025 |
| Sergio Gabriel Garza | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 18, 2025 |
| Kathryn Williams | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 21, 2025 | Aug 13, 2025 |
| Teressa Hupfer | Pnc Wealth Management BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Aug 11, 2025 |
| John Gadallah | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2025 | Jul 2, 2025 |
| Joseph Paul Krim | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2025 | Jun 11, 2025 |
| Ryan Hartland | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jun 17, 2025 |
| Karl Walter Wollman | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2025 | Jun 2, 2025 |
| Grant N Hall | Pnc Wealth Management BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 4, 2025 | Jun 2, 2025 |
| Stefan Rainer | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 4, 2025 | May 22, 2025 |
| Mike A Vivas | Pnc Wealth Management BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2025 | Jun 17, 2025 |
| Alexander Gunn | Pnc Wealth Management BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 3, 2025 | May 30, 2025 |
| Cheryl Ann Mccue | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 2, 2025 | Jun 16, 2025 |
| Mark Andrew Bonfield | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2025 | Jun 3, 2025 |
| Tyler J Donahue | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 28, 2025 | Jun 20, 2025 |
| Edward Thomas Reiser | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 16, 2025 | May 8, 2025 |
| Shawn Neice | Pnc Wealth Management BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | May 21, 2025 |
| Michael Correll | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | Jul 28, 2025 (73 d) |
| Alphonse Bautista | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2025 | May 8, 2025 |
| Christopher J Lehan | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2025 | May 8, 2025 |
| Eric James Danapilis | Pnc Wealth Management BD affiliated | Veridos Capital LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 8, 2025 | Jan 27, 2026 (264 d) |
| Charles Edward Little | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2025 | Apr 30, 2025 |
| Christopher Scott Barber | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2025 | Apr 23, 2025 |
| Brett Jackson | Pnc Wealth Management BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | May 1, 2025 |
| Fidelma Farinas-Cobas | Pnc Wealth Management BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Sep 18, 2025 (142 d) |
| Bradley Glenn Garnett | Pnc Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 25, 2025 | Apr 21, 2025 |
| Stephen H. Jones | Pnc Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 21, 2025 | Apr 24, 2025 |
2,665 moves match.