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 Capital Advisors LLC

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.

AdvisorFromToTypeLeftRegistered
Scott M PantusoPnc Capital Advisors LLC otherWells Fargo Advisors wirehouseOtherJul 11, 2025Feb 2, 2026 (206 d)
Rebecca W JacklinPnc Capital Advisors LLC otherGoelzer Investment Management mixed wealthOtherMay 30, 2025Jun 4, 2025
George A Von ZedlitzPnc Capital Advisors LLC otherU.S. Bancorp Investments, Inc. BD affiliatedOtherDec 10, 2024May 13, 2025 (154 d)
Kenneth Gordon DuncanPnc Capital Advisors LLC otherFirst Citizens Investor Services, Inc. BD affiliatedOtherDec 10, 2024Sep 8, 2025 (272 d)
Rosalyn Kristina BrownPnc Capital Advisors LLC otherPrincipal Securities, Inc. BD affiliatedOtherOct 2, 2024Nov 20, 2024 (49 d)
Charles Andrew JohnsonPnc Capital Advisors LLC otherFirst Citizens Investor Services, Inc. BD affiliatedOtherJul 31, 2024Apr 1, 2025 (244 d)
Craig Ryan WatkinsPnc Capital Advisors LLC otherHighland Capital Advisors, LLC no RAUMOtherJan 2, 2024Jan 12, 2024
Tonya Hammet SaxPnc Capital Advisors LLC otherFisher Investments independent RIAOtherDec 6, 2023Jan 18, 2025 (409 d)
Brent Allan ThomasPnc Capital Advisors LLC otherFarther independent RIAOtherAug 31, 2023Apr 25, 2024 (238 d)
Kenneth Wesley ShellPnc Capital Advisors LLC otherMercer Global Advisors Inc. independent RIAOtherAug 21, 2023Apr 29, 2024 (252 d)
Sharmishtha PrasadPnc Capital Advisors LLC otherCuso Financial Services, L.P. BD affiliatedOtherJul 20, 2023Sep 3, 2024 (411 d)
Shawn DunnPnc Capital Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 13, 2022Jul 13, 2023 (303 d)
Daniel H RosenbergPnc Capital Advisors LLC otherRosenberg Wealth Management LLC state registeredOtherSep 2, 2022Dec 12, 2022 (101 d)
Jonathan DominyPnc Capital Advisors LLC otherAlliancebernstein L.P. asset managerOtherMay 10, 2022May 13, 2022
Timothy James BlackPnc Capital Advisors LLC otherFiducient Advisors LLC mixed wealthOtherMar 30, 2022Dec 19, 2022 (264 d)
Patrick James ClarkPnc Capital Advisors LLC otherHunter Associates LLC independent RIAOtherDec 22, 2021Jan 5, 2022
Daniel KursmanPnc Capital Advisors LLC otherInvesco Advisers, Inc. asset managerOtherMay 13, 2021Jun 2, 2021
Allison Wiegand MathiasPnc Capital Advisors LLC otherWells Fargo Advisors wirehouseOtherMar 31, 2021Apr 9, 2021
Dustin C GajPnc Capital Advisors LLC otherAmundi Asset Management US, Inc. asset managerOtherFeb 25, 2021Mar 24, 2021
Peter James MccarthyPnc Capital Advisors LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherOct 5, 2020Oct 6, 2020
Robert Joseph ShullPnc Capital Advisors LLC otherCetera Investment Advisers LLC BD affiliatedOtherNov 18, 2019Jul 15, 2021 (605 d)
Timothy MahoneyPnc Capital Advisors LLC otherPnc Wealth Management BD affiliatedOtherNov 18, 2019Nov 21, 2024 (1830 d)
Mark Anthony BuccierePnc Capital Advisors LLC otherPlanmember Securities Corporation independent RIAOtherNov 18, 2019Mar 22, 2021 (490 d)
George Anthony GiolekasPnc Capital Advisors LLC otherPnc Wealth Management BD affiliatedOtherNov 18, 2019Nov 24, 2020 (372 d)
John LinsenmeyerPnc Capital Advisors LLC otherWellesley Asset Management, Inc. mixed wealthOtherNov 18, 2019Dec 24, 2019 (36 d)
Carole BurnsPnc Capital Advisors LLC otherCitizens Securities, Inc. BD affiliatedOtherNov 18, 2019Aug 27, 2020 (283 d)
Justin Lee HudnallPnc Capital Advisors LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherNov 18, 2019Jun 24, 2021 (584 d)
Matthew F RizzoPnc Capital Advisors LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherNov 18, 2019Jan 27, 2020 (70 d)
Andrae HamptonPnc Capital Advisors LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherNov 18, 2019Nov 18, 2021 (731 d)
Brian D. GadomskiPnc Capital Advisors LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherNov 18, 2019Nov 8, 2021 (721 d)
Jack J BoylePnc Capital Advisors LLC otherHuntington Financial Advisors BD affiliatedOtherNov 18, 2019Apr 30, 2020 (164 d)
Amy GornoPnc Capital Advisors LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherNov 18, 2019Oct 20, 2021 (702 d)
Brian Christopher RigbyPnc Capital Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 11, 2019Oct 14, 2019
Brett A KatanaPnc Capital Advisors LLC otherPnc Wealth Management BD affiliatedOtherOct 2, 2019Oct 22, 2019
Jason S. JaversPnc Capital Advisors LLC otherFisher Investments independent RIAOtherJul 5, 2019Jul 12, 2019
Peter RatcliffePnc Capital Advisors LLC otherGuggenheim Investments asset managerOtherMay 24, 2019May 28, 2019
Abdiel EllisPnc Capital Advisors LLC otherGlobal Retirement Partners LLC institutionalOtherMay 13, 2019Sep 18, 2019 (128 d)
William David RobuckPnc Capital Advisors LLC otherNewport Group Securities, Inc. institutionalOtherMay 8, 2019Jul 2, 2019 (55 d)
Martin Josiah HarbanPnc Capital Advisors LLC otherHuntington Financial Advisors BD affiliatedOtherMay 8, 2019Aug 25, 2020 (475 d)
Rosalyn Kristina BrownPnc Capital Advisors LLC otherNewport Group Consulting, LLC institutionalOtherMay 8, 2019May 26, 2021 (749 d)
Bradford Hopkins HydePnc Capital Advisors LLC otherOnedigital institutionalOtherApr 22, 2019Jan 27, 2024 (1741 d)
Richard Joseph ScottiPnc Capital Advisors LLC otherHefren-Tillotson, Inc. independent RIAOtherJan 24, 2019Jul 29, 2019 (186 d)
Tamika Michele ThomasPnc Capital Advisors LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 25, 2018Oct 1, 2018
Maurice P SaluanPnc Capital Advisors LLC otherPayden & Rygel otherOtherSep 10, 2018Oct 9, 2018
Richard Joseph OsikowiczPnc Capital Advisors LLC otherGlass Jacobson Wealth Advisors independent RIAOtherJul 16, 2018Aug 3, 2018
Alexa PhillipsPnc Capital Advisors LLC otherUsi Advisors institutionalOtherMay 21, 2018Jul 26, 2018 (66 d)
Gregory Stewart CohnPnc Capital Advisors LLC otherMaven Capital Partners, LLC independent RIAOtherFeb 12, 2018Apr 25, 2019 (437 d)
James Michael WinelandPnc Capital Advisors LLC otherBoyd Watterson Asset Management, LLC otherOtherJan 3, 2018Feb 27, 2018 (55 d)
Domini Marie AllisonPnc Capital Advisors LLC otherLincoln Investment otherOtherOct 31, 2017Oct 23, 2017
Robert ZeidmanPnc Capital Advisors LLC otherCbiz Investment Advisory Services, LLC institutionalOtherAug 4, 2017Jun 9, 2026 (3231 d)
Eric ProszekPnc Capital Advisors LLC otherPnc Wealth Management otherOtherJan 13, 2017Feb 16, 2017 (34 d)
Eric James MillerPnc Capital Advisors LLC otherPnc Wealth Management otherOtherDec 14, 2016Feb 23, 2017 (71 d)
Joseph Patrick WalshPnc Capital Advisors LLC otherBb&T Institutional Investment Advisers, Inc. otherOtherJul 26, 2016Sep 3, 2016 (39 d)
Brian John KlecanPnc Capital Advisors LLC otherReturn On Life Wealth Partners otherOtherJul 11, 2016Apr 18, 2017 (281 d)
Danny Scott WilkinsonPnc Capital Advisors LLC otherMorgan Stanley wirehouseOtherApr 25, 2016May 3, 2019 (1103 d)
Spencer K DeanPnc Capital Advisors LLC otherFirst Citizens Asset Management, Inc otherOtherApr 4, 2016Jan 23, 2017 (294 d)
Michael Dean GravelinePnc Capital Advisors LLC otherNeuberger Berman Bd LLC no RAUMOtherJan 5, 2015Mar 24, 2026 (4096 d)
Dawn M GattiPnc Capital Advisors LLC otherWells Fargo Advisors wirehouseOtherOct 13, 2014Nov 5, 2014
Elizabeth Stoltz RuggPnc Capital Advisors LLC otherAst Investment Services, Inc. otherOtherSep 29, 2014Oct 1, 2014
Danika WukichPnc Capital Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 29, 2014Feb 5, 2015 (160 d)
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69 moves match.