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
Carlos Manuel Chapa	LPL Financial LLC other	Pnc Managed Account Solutions, Inc. other	Other	Jul 7, 2014	Aug 18, 2014 (42 d)
Chad A. Gardner	Raymond James & Associates, Inc. national BD	Pnc Managed Account Solutions, Inc. other	Other	Jul 7, 2014	Jul 10, 2014
Gregory Burton Miller	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jun 19, 2014	Feb 11, 2016 (602 d)
Wendy Struble Kickhofel	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Apr 28, 2014	Jun 3, 2014 (36 d)
Hanlu Ye	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Apr 4, 2014	Jul 28, 2014 (115 d)
Javier Mario Gonzalez	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Apr 1, 2014	Apr 11, 2014
Kyle Thomas Cronan	Osaic Fs, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Mar 15, 2014	Mar 20, 2014
John Declan Schaefer	Raymond James & Associates, Inc. national BD	Pnc Managed Account Solutions, Inc. other	Other	Mar 6, 2014	Apr 3, 2014
Mark Boriskin	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Mar 4, 2014	Feb 17, 2015 (350 d)
John Paul Simmons	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Mar 3, 2014	Oct 18, 2010
Bridgette D Gavagan	Valic Financial Advisors, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Feb 27, 2014	Jul 7, 2014 (130 d)
Mark Anthony Menendez	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Feb 25, 2014	Jul 10, 2014 (135 d)
Binod Rijal	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Feb 25, 2014	Mar 14, 2014
David B Walker	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 22, 2014	Aug 25, 2014 (215 d)
Suzette Tejeda	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 15, 2014	Jan 27, 2014
Ralph A Mazzuoccolo	MML Investors Services, LLC other	Pnc Managed Account Solutions, Inc. other	Other	Dec 10, 2013	Aug 8, 2014 (241 d)
Rufus Alston Roberts	Usaa Financial Planning Services no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Dec 9, 2013	Jan 30, 2014 (52 d)
Brian T Degaetano	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Dec 6, 2013	Dec 23, 2013
Lindsey C. Redding	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Nov 5, 2013	Nov 8, 2013
Raj Shekar	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Oct 28, 2013	Jan 23, 2014 (87 d)
Brian R. Bates	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Oct 23, 2013	Jan 28, 2014 (97 d)
Gregory A Myers	Schwab Wealth Advisory, Inc. other	Pnc Managed Account Solutions, Inc. BD affiliated	Other	Oct 17, 2013	Apr 30, 2021 (2752 d)
Suresh Raghavan	Fsc Securities Corporation other	Pnc Managed Account Solutions, Inc. other	Other	Oct 1, 2013	Feb 25, 2008
David Andrew Shaver	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Sep 30, 2013	Nov 21, 2013 (52 d)
Thomas Francis Kennedy	Steward Partners Investment Solutions, LLC other	Pnc Managed Account Solutions, Inc. other	Other	Sep 24, 2013	Oct 21, 2013
Elvia Hostiguin Vargas	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Sep 23, 2013	Feb 25, 2014 (155 d)
Daniel Lee Jack	Concourse Financial Group Advisors other	Pnc Managed Account Solutions, Inc. other	Other	Aug 15, 2013	Aug 15, 2013
Michael Corey Katz	Vantage Financial Group, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Aug 1, 2013	Sep 10, 2013 (40 d)
Michael Brett Giles	Valic Financial Advisors, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Jul 29, 2013	Jul 31, 2013
John Matthew Pierce	Bok Financial Advisors other	Pnc Managed Account Solutions, Inc. other	Other	Jul 25, 2013	Aug 19, 2013
Janet Lee Hokaj	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jul 3, 2013	Sep 9, 2013 (68 d)
John Anthony Brown	Bb&T Investment Services, Inc. no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Jun 24, 2013	Jul 10, 2013
Nicole Wilbert	Pnc Wealth Management other	Pnc Managed Account Solutions, Inc. other	Other	May 31, 2013	Oct 1, 2013 (123 d)
Alejandro Carrasquel	Ameriprise Financial Services, LLC national BD	Pnc Managed Account Solutions, Inc. other	Other	May 29, 2013	Aug 1, 2013 (64 d)
Marisha Yeajin Fusco	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	May 20, 2013	Oct 29, 2014 (527 d)
Michael Todd Abney	Sterne Agee Asset Management, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	May 14, 2013	Oct 29, 2013 (168 d)
Francesca D. Gervascio-Franzen	Usaa Financial Planning Services no RAUM	Pnc Managed Account Solutions, Inc. other	Other	May 8, 2013	Oct 8, 2013 (153 d)
Ryan Martin	Waddell & Reed other	Pnc Managed Account Solutions, Inc. BD affiliated	Other	May 6, 2013	Oct 9, 2019 (2347 d)
Richard Coronel	U.S. Bancorp Investments, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Apr 22, 2013	Jun 4, 2013 (43 d)
Gustavo A. Cano	Sabadell Securities USA, Inc. unclassified	Pnc Managed Account Solutions, Inc. other	Other	Apr 16, 2013	Jan 2, 2014 (261 d)
Travis R Bloom	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Mar 4, 2013	Apr 3, 2013
Michael Azzaro	LPL Financial LLC other	Pnc Managed Account Solutions, Inc. other	Other	Feb 21, 2013	Apr 1, 2013 (39 d)
Amy Rowe-Stahl	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Feb 20, 2013	Feb 28, 2013
Joseph Evans Dewhart	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Feb 7, 2013	Sep 30, 2014 (600 d)
Erick Robert Krosky	Mutual Of Omaha Investor Services, Inc. no RAUM	Pnc Managed Account Solutions, Inc. other	Other	Jan 16, 2013	Dec 13, 2016 (1427 d)
William Clarence Larkin	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 4, 2013	Jan 23, 2013
Juan Rascon	J.P. Morgan Securities LLC wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 4, 2013	Jan 22, 2013
Brian Roger James	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 2, 2013	Dec 21, 2012
Steven Zarkivach	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Jan 2, 2013	Feb 15, 2013 (44 d)
Carmen Saenz Hill	Edward Jones national BD	Pnc Managed Account Solutions, Inc. other	Other	Dec 21, 2012	Oct 1, 2013 (284 d)
Kevin M Ryan	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Dec 18, 2012	Oct 30, 2014 (681 d)
Joseph Angelo Vazquez	Charles Schwab & Co., Inc. national BD	Pnc Managed Account Solutions, Inc. other	Other	Nov 21, 2012	Jan 23, 2013 (63 d)
Jarrod Robert Leisure	Waddell & Reed other	Pnc Managed Account Solutions, Inc. other	Other	Nov 8, 2012	Jul 22, 2014 (621 d)
Amelia Leigh Thomas	Concourse Financial Group Advisors other	Pnc Managed Account Solutions, Inc. other	Other	Oct 26, 2012	Dec 7, 2012 (42 d)
Stephanie Clements Jones	Valic Financial Advisors, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Oct 11, 2012	Mar 6, 2013 (146 d)
Jeff Scott Richman	Chase Investment Services Corp. other	Pnc Managed Account Solutions, Inc. other	Other	Sep 14, 2012	Oct 2, 2012
Jason Zardavets	Chase Investment Services Corp. other	Pnc Managed Account Solutions, Inc. other	Other	Aug 28, 2012	Sep 6, 2012
Christopher Paul Prien	Wells Fargo Advisors wirehouse	Pnc Managed Account Solutions, Inc. other	Other	Aug 17, 2012	Sep 11, 2012
Teresa L. Turner	Pnc Wealth Management other	Pnc Managed Account Solutions, Inc. other	Other	Aug 13, 2012	Aug 20, 2012
John Marcus Allen	Chase Investment Services Corp. other	Pnc Managed Account Solutions, Inc. other	Other	Jul 18, 2012	Aug 8, 2012

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330 moves match.