DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Pnc Managed Account Solutions, Inc.

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 Lynn Herrera	Ameriprise Financial Services, LLC national BD	Pnc Managed Account Solutions, Inc. other	Other	Jun 13, 2016	Jul 5, 2016
Ethan Beaty	LPL Financial LLC other	Pnc Managed Account Solutions, Inc. other	Other	Jun 6, 2016	Jun 8, 2016
Vince Lagatta	U.S. Bancorp Investments, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	May 10, 2016	May 18, 2016
Arnulfo Gonzalez	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	May 10, 2016	May 9, 2016
Adriana Genoveffa Guez	Cuso Financial Services, L.P. other	Pnc Managed Account Solutions, Inc. other	Other	May 2, 2016	Apr 5, 2017 (338 d)
Jose M Garza	Mercer Global Advisors Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Apr 20, 2016	Apr 25, 2017 (370 d)
Najla Hisham Arekat	Adl Global Capital unclassified	Pnc Managed Account Solutions, Inc. other	Other	Apr 19, 2016	Sep 14, 2016 (148 d)
David A Sirna	Morgan Stanley wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Mar 30, 2016	Nov 9, 2017 (589 d)
Nathan Paul Roybal	Cetera Advisor Networks LLC other	Pnc Managed Account Solutions, Inc. other	Other	Mar 23, 2016	Mar 31, 2016
William Rodrick Carrillo	Bancwest Investment Services, Inc. (Bwis) other	Pnc Managed Account Solutions, Inc. other	Other	Mar 9, 2016	Mar 15, 2016
Patrick Randell Norfleet	Zions Capital Advisors, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Feb 26, 2016	Mar 3, 2016
Bryan Paul Kucholtz	LPL Financial LLC other	Pnc Managed Account Solutions, Inc. other	Other	Feb 5, 2016	Feb 22, 2016
Tyler M Miller	Capital One Advisors, LLC no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Feb 5, 2016	Feb 11, 2016
Jeffrey Strittmatter	Cetera Investment Advisers LLC other	Pnc Managed Account Solutions, Inc. other	Other	Feb 2, 2016	Feb 16, 2016
Robert Miles Evans	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Feb 2, 2016	Feb 18, 2016
Stephen Richard Smith	Allstate Financial Advisors, LLC no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Jan 26, 2016	Feb 16, 2016
Careena Patel	Strategic Advisers LLC national BD	Pnc Managed Account Solutions, Inc. other	Other	Jan 7, 2016	Feb 24, 2016 (48 d)
Michael Azzaro	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Dec 16, 2015	Feb 29, 2016 (75 d)
Chrystian Quinones	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Nov 23, 2015	Feb 9, 2016 (78 d)
Steven Alan Rogers	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Nov 20, 2015	Jan 14, 2016 (55 d)
Tattiana Quiros Vargas	Morgan Stanley wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Oct 20, 2015	Oct 28, 2015
Michael Joseph Kane	Cetera Investment Advisers LLC other	Pnc Managed Account Solutions, Inc. other	Other	Oct 14, 2015	Dec 10, 2015 (57 d)
Douglas Parke Wilkinson	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Sep 24, 2015	Sep 28, 2015
Nicholas Barulic	Fifth Third Securities, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Sep 14, 2015	Nov 6, 2015 (53 d)
Carlos Carranza	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Sep 9, 2015	Feb 22, 2016 (166 d)
Mauricio Sanchez	Spc other	Pnc Managed Account Solutions, Inc. other	Other	Aug 28, 2015	Nov 5, 2015 (69 d)
Michael Eugene Winemiller	First Horizon Advisors, Inc other	Pnc Managed Account Solutions, Inc. other	Other	Aug 24, 2015	Sep 15, 2015
John E. Rietz	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Aug 18, 2015	Oct 6, 2015 (49 d)
Renae Watkins	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Aug 11, 2015	Oct 19, 2015 (69 d)
Robert Louis Van Erem	Capital One Advisors, LLC no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Aug 7, 2015	Aug 21, 2015
James Sam Vaccaro	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Aug 4, 2015	Sep 30, 2015 (57 d)
Matteo Hernandez-Sada	Usaa Financial Planning Services no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Jul 27, 2015	Aug 22, 2015
Rolandus Johnson	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Jul 27, 2015	Jan 13, 2016 (170 d)
Sisi Ding Loudon	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jul 2, 2015	Nov 10, 2015 (131 d)
Barry Carson Eller	Voya Financial Advisors, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Jun 29, 2015	Aug 10, 2015 (42 d)
Robert Keith Glass	Morgan Stanley wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jun 25, 2015	Jun 26, 2015
Randall Silva	Equitable Advisors, LLC national BD	Pnc Managed Account Solutions, Inc. other	Other	Jun 19, 2015	Jun 24, 2016 (371 d)
John Peter Jenkins	LPL Financial LLC other	Pnc Managed Account Solutions, Inc. other	Other	Jun 18, 2015	May 2, 2017 (684 d)
Paul L Thibodeaux	Bb&T Investment Services, Inc. no RAUM	Pnc Managed Account Solutions, Inc. other	Other	May 26, 2015	Jul 13, 2015 (48 d)
John W Dunn	Bb&T Investment Services, Inc. no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Apr 3, 2015	May 8, 2015 (35 d)
Robert Dudley Smith	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Mar 25, 2015	Apr 29, 2015 (35 d)
Felix Gutierrez	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Feb 24, 2015	Sep 16, 2015 (204 d)
Iris Marcovich	RBC Capital Markets, LLC national BD	Pnc Managed Account Solutions, Inc. other	Other	Feb 12, 2015	Apr 10, 2015 (57 d)
Tonita Jo Arthur	Morgan Stanley wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 28, 2015	Feb 19, 2015
Charles Patrick Donnell	Next Financial Group, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Jan 28, 2015	Feb 27, 2015
Chris R. Counce	Bancwest Investment Services, Inc. (Bwis) other	Pnc Managed Account Solutions, Inc. other	Other	Jan 21, 2015	Feb 23, 2015 (33 d)
Giovanni Antonio Malatesta	Voya Financial Advisors, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Dec 31, 2014	Nov 25, 2015 (329 d)
Matthew Stephens	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Dec 15, 2014	Jan 13, 2015
Peter Joseph Smegielski	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Nov 21, 2014	Jan 29, 2015 (69 d)
R. Paul Johnson	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Nov 11, 2014	Dec 16, 2014 (35 d)
David Hallmark	LPL Financial LLC other	Pnc Managed Account Solutions, Inc. other	Other	Nov 6, 2014	Jul 20, 2015 (256 d)
David Picton Suttles	Deutsche Bank Securities Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Nov 5, 2014	Dec 16, 2014 (41 d)
Kristopher Bryan Field	Jrl Capital Advisors LLC other	Pnc Managed Account Solutions, Inc. BD affiliated	Other	Nov 3, 2014	Mar 25, 2019 (1603 d)
Hunter Ryan Sims	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Oct 9, 2014	Oct 23, 2014
Charlene Margaret May	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Sep 10, 2014	Nov 6, 2014 (57 d)
Patrick Jude Laborde	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Aug 6, 2014	Oct 31, 2014 (86 d)
James Ashley Renfroe	Strategic Advisers LLC national BD	Pnc Managed Account Solutions, Inc. other	Other	Jul 24, 2014	Aug 25, 2014 (32 d)
Arthur Randolph Dumm	Pruco Securities, LLC other	Pnc Managed Account Solutions, Inc. other	Other	Jul 10, 2014	Sep 11, 2014 (63 d)
Reuben Q Johnson	Bb&T Investment Services, Inc. no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Jul 9, 2014	Sep 12, 2014 (65 d)
Diana Margarita Mirabal	Suntrust Investment Services, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Jul 8, 2014	Jul 31, 2014

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330 moves match.