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.

AdvisorFromToTypeLeftRegistered
Jackie Lou Daclan D'Avolio-RaquidanU.S. Bancorp Advisors, LLC otherPnc Managed Account Solutions, Inc. otherOtherJul 18, 2012Aug 8, 2012
Gary Lynn ElyConcourse Financial Group Advisors otherPnc Managed Account Solutions, Inc. otherOtherJul 10, 2012Jul 13, 2012
Neal Allen HiettEagle Strategies LLC otherPnc Managed Account Solutions, Inc. otherOtherApr 5, 2012Jun 12, 2017 (1894 d)
Brian Kenneth JohnsonEdward Jones national BDPnc Managed Account Solutions, Inc. otherOtherApr 4, 2012Oct 1, 2013 (545 d)
James Ashley MannConcourse Financial Group Advisors otherPnc Managed Account Solutions, Inc. otherOtherApr 2, 2012Apr 10, 2012
Joseph M PaganelliCharles Schwab & Co., Inc. national BDPnc Managed Account Solutions, Inc. otherOtherMar 13, 2012Apr 5, 2012
Deborah R. ChambleeWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherMar 12, 2012Nov 3, 2016 (1697 d)
William Anthony LynessFirst Financial Equity Corporation otherPnc Managed Account Solutions, Inc. otherOtherFeb 6, 2012Jul 25, 2013 (535 d)
Scott M. ZindlerLPL Financial LLC otherPnc Managed Account Solutions, Inc. otherOtherJan 5, 2012Jan 9, 2012
Pedro Sergio ChavezOsaic Fs, Inc. otherPnc Managed Account Solutions, Inc. otherOtherDec 31, 2011Mar 14, 2016 (1535 d)
Khristene Ann CanoChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherDec 13, 2011Oct 1, 2013 (658 d)
Carey Stuart KesnerFsc Securities Corporation otherPnc Managed Account Solutions, Inc. otherOtherNov 28, 2011May 24, 2007
Wesley J. GarnerLPL Financial LLC otherPnc Managed Account Solutions, Inc. otherOtherNov 23, 2011Dec 13, 2011
Aaron Kyle RainwaterBb&T Investment Services, Inc. no RAUMPnc Managed Account Solutions, Inc. otherOtherNov 8, 2011Nov 23, 2011
Dan C. DrummondMorgan Stanley wirehousePnc Managed Account Solutions, Inc. otherOtherOct 26, 2011Nov 9, 2011
Cynthia Danielle MiddletonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePnc Managed Account Solutions, Inc. otherOtherOct 10, 2011Nov 4, 2011
John William HolmesNew England Securities Corporation otherPnc Managed Account Solutions, Inc. otherOtherSep 7, 2011Oct 7, 2013 (761 d)
Whitney Marie StreckRaymond James & Associates, Inc. national BDPnc Managed Account Solutions, Inc. otherOtherAug 9, 2011Oct 3, 2011 (55 d)
Neil A. PuskoriusEquitable Advisors, LLC national BDPnc Managed Account Solutions, Inc. otherOtherJul 22, 2011Aug 11, 2011
Kenneth Christopher AcamporaTrinity Investment Management, LLC otherPnc Managed Account Solutions, Inc. otherOtherJul 20, 2011Mar 12, 2012 (236 d)
Doris Gasca SilvaBbva Compass Investment Solutions, Inc unclassifiedPnc Managed Account Solutions, Inc. otherOtherJul 15, 2011Aug 22, 2011 (38 d)
Benjamin John FernandezBbva Compass Investment Solutions, Inc unclassifiedPnc Managed Account Solutions, Inc. otherOtherJul 15, 2011Aug 17, 2011 (33 d)
Jeremy D CacciatoreWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherJul 5, 2011Oct 1, 2013 (819 d)
Erick Manuel MironWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherJun 28, 2011Jul 26, 2011
Kristopher Alexander KarazissisChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherMay 20, 2011Dec 23, 2013 (948 d)
Lucy W EdwardsBbva Compass Investment Solutions, Inc unclassifiedPnc Managed Account Solutions, Inc. otherOtherApr 25, 2011Apr 25, 2011
Jeffrey Bruce KnightFirst Tennessee Advisory Services, Inc. otherPnc Managed Account Solutions, Inc. otherOtherMar 31, 2011Jul 14, 2011 (105 d)
Ryan J. Thurber-DeanEdward Jones national BDPnc Managed Account Solutions, Inc. otherOtherMar 31, 2011May 4, 2011 (34 d)
David Robert Carl MitchellWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherMar 14, 2011Mar 30, 2011
Thomas Harold DeckerWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherMar 9, 2011Mar 29, 2011
David William EpsteinChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherMar 9, 2011Feb 2, 2015 (1426 d)
Raymond RiverasWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherMar 1, 2011May 17, 2011 (77 d)
Blaize N. KaduruValic Financial Advisors, Inc. otherPnc Managed Account Solutions, Inc. otherOtherFeb 7, 2011Mar 1, 2011
Brian A KarahaliosJ. W. Cole Advisors, Inc. otherPnc Managed Account Solutions, Inc. otherOtherJan 26, 2011May 31, 2011 (125 d)
Matthew G. KiserSterne Agee Asset Management, Inc. otherPnc Managed Account Solutions, Inc. otherOtherJan 19, 2011Jun 6, 2011 (138 d)
Olga GuinSignator Financial Services, Inc. otherPnc Managed Account Solutions, Inc. otherOtherDec 31, 2010Nov 29, 2011 (333 d)
Amanda Ashley HaleWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherDec 17, 2010Feb 16, 2011 (61 d)
Thomas ZimmerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePnc Managed Account Solutions, Inc. otherOtherDec 10, 2010Apr 13, 2011 (124 d)
Kim Denise CampbellEdward Jones national BDPnc Managed Account Solutions, Inc. otherOtherDec 9, 2010Dec 14, 2010
Paul Jay MarstonBb&T Investment Services, Inc. no RAUMPnc Managed Account Solutions, Inc. otherOtherDec 3, 2010Jan 24, 2011 (52 d)
Mary Macintosh HarrisDirected Services LLC otherPnc Managed Account Solutions, Inc. otherOtherDec 1, 2010Jul 19, 2013 (961 d)
Amy Loyd CookUvest Financial Services Group, Inc. unclassifiedPnc Managed Account Solutions, Inc. otherOtherNov 5, 2010Jan 3, 2013 (790 d)
Roberto EscobarChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherNov 1, 2010Nov 26, 2010
Andrew Michael MccayWells Fargo Advisors wirehousePnc Managed Account Solutions, Inc. otherOtherSep 23, 2010Aug 23, 2012 (700 d)
John Michael HansonDirected Services LLC otherPnc Managed Account Solutions, Inc. otherOtherSep 20, 2010Oct 28, 2010 (38 d)
Scott Edward MccaffreyWells Fargo Investments, LLC unclassifiedPnc Managed Account Solutions, Inc. otherOtherSep 3, 2010Oct 26, 2010 (53 d)
Virginia Holbrook MorrisSt Johns Wealth Management unclassifiedPnc Managed Account Solutions, Inc. otherOtherAug 10, 2010Oct 18, 2010 (69 d)
James Aloysius NotzonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePnc Managed Account Solutions, Inc. otherOtherJun 1, 2010Apr 15, 2011 (318 d)
Kent Dwayne SeacatChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherFeb 26, 2010Aug 24, 2011 (544 d)
Rommel GarciaChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherOct 22, 2009Mar 29, 2011 (523 d)
Larry Breck BellBanc Of America Investment Services, Inc. unclassifiedPnc Managed Account Solutions, Inc. otherOtherOct 21, 2009Mar 9, 2010 (139 d)
Jason Douglas MccarthyChase Investment Services Corp. otherPnc Managed Account Solutions, Inc. otherOtherOct 14, 2009Nov 4, 2010 (386 d)
German Ricardo MoraCp Capital Securities, Inc. otherPnc Managed Account Solutions, Inc. otherOtherSep 15, 2009Jul 11, 2011 (664 d)
John Paul SimmonsNeuberger Berman Bd LLC otherPnc Managed Account Solutions, Inc. otherOtherSep 8, 2009Nov 23, 2009 (76 d)
Andrey MovsesyanWells Fargo Investments, LLC unclassifiedPnc Managed Account Solutions, Inc. otherOtherSep 3, 2009Dec 13, 2017 (3023 d)
Brenton Kyle DaughdrillMorgan Stanley wirehousePnc Managed Account Solutions, Inc. otherOtherAug 31, 2009Jul 14, 2011 (682 d)
Deborah StavisFsc Securities Corporation otherPnc Managed Account Solutions, Inc. otherOtherAug 3, 2009Jul 5, 2005
Cherie Jean JollyZions Capital Advisors, Inc. otherPnc Managed Account Solutions, Inc. otherOtherJun 29, 2009Jul 13, 2011 (744 d)
Daniel W LasaterBanc Of America Investment Services, Inc. unclassifiedPnc Managed Account Solutions, Inc. BD affiliatedOtherApr 28, 2009May 22, 2019 (3676 d)
Malinda M. MartinNew England Securities Corporation otherPnc Managed Account Solutions, Inc. otherOtherApr 13, 2009Apr 1, 2011 (718 d)
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330 moves match.