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
Arrivals at 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 |
|---|---|---|---|---|---|
| Quinton Ranzau | Strategic Advisers LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2026 | Aug 27, 2026 |
| Martin C Labowicz | UBS Financial Services Inc. wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 11, 2026 | Sep 4, 2026 |
| Rachel Lashaun Justice | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2026 | Sep 4, 2026 |
| Travis J Hooser | First Command Advisory Services BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2026 | Sep 4, 2026 |
| John Coltrane Landers | Key Investment Services LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 8, 2026 |
| Josiah Nicely | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 10, 2026 |
| Andrew Chattos | Osaic Wealth, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Sep 3, 2026 |
| Staci Madsen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 1, 2026 | Sep 11, 2026 |
| Grant Alexander Krinock | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2026 | Aug 26, 2026 |
| Daniel Jonathan Menendez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2026 | Sep 16, 2026 |
| Joseph David Gard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2026 | Aug 26, 2026 |
| Brandon Blevins | Strategic Advisers LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2026 | Aug 28, 2026 |
| Justin Hales | Equitable Advisors, LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 24, 2026 | Sep 10, 2026 |
| Ranjini Pathak | Fifth Third Securities, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2026 | Aug 25, 2026 |
| David Anderson | Thrivent Investment Management Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 28, 2026 |
| Gregory Shawn Barnett | MML Investors Services, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2026 | Sep 14, 2026 |
| Andrew Melo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 18, 2026 | Aug 25, 2026 |
| Eric Douglas Rotolo | Cetera Investment Advisers LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 19, 2026 |
| Philipp Anthony Ballmaier | United Planners' Financial Services Of America A Limited Partner independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Aug 17, 2026 | Aug 18, 2026 |
| Ayeesha Salinas | Wells Fargo Advisors wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 17, 2026 | Aug 25, 2026 |
| Julian Montaque-Williams | Td Private Client Wealth LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2026 | Sep 1, 2026 |
| Alexander Brady Perry | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2026 | Aug 19, 2026 |
| David Reid Pringle | LPL Financial LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Jul 24, 2026 |
| Yisel Reyes | J.P. Morgan Securities LLC wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 2, 2026 | Aug 28, 2026 |
| Jeffrey Paul Little | LPL Financial LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2026 | Jul 16, 2026 |
| Michael Leonard Gaches | LPL Enterprise, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2026 | Jul 29, 2026 |
| Jacob R Delamater | Wells Fargo Advisors wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2026 | Jul 22, 2026 |
| Jack Fisher | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2026 | Aug 10, 2026 |
| Colton Rankey | Valic Financial Advisors, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Jul 17, 2026 |
| Johnny B Galaviz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Aug 5, 2026 |
| Scott D Clark | Fifth Third Securities, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2026 | Jul 16, 2026 |
| David Desciscio | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 21, 2026 |
| Christopher Michael Sheeler | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Jul 8, 2026 |
| Kaleigh Naomi Hubbard | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Jul 10, 2026 |
| Richard David Alexander | Cetera Investment Advisers LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 6, 2026 |
| Danielle Lee Halliday | Bankers Life Advisory Services, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 13, 2026 |
| Kevin Joseph Bodkin | Wells Fargo Advisors wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jul 8, 2026 |
| Ruben Rosas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2026 | Jul 2, 2026 |
| Mitchell Randall | Prospera Financial Services, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jul 1, 2026 |
| Jeriene Reed | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 2, 2026 |
| Kevin Eugene Kenny | MML Investors Services, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 18, 2026 |
| Hakan Ibisi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 24, 2026 | Jun 26, 2026 |
| Tristan Joseph Beck | Wells Fargo Advisors wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 23, 2026 | Jul 16, 2026 |
| Edward Kowalewski | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 29, 2026 |
| Michael Wray Cox | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 18, 2026 | Jun 18, 2026 |
| Jonathan Vergara | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2026 | Jun 26, 2026 |
| Robert J Cullen | Ameriprise Financial Services, LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jul 6, 2026 |
| Jeffrey W Zapolski | Strategic Advisers LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 8, 2026 |
| Raimondo Salvatore Feudale | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2026 | May 26, 2026 |
| Liliana Barajas | Wells Fargo Advisors wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2026 | Jun 11, 2026 |
| Scott M Metz | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Aug 5, 2026 (63 d) |
| Emilio Rios | LPL Enterprise, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | May 22, 2026 |
| Yang Yang | J.P. Morgan Securities LLC wirehouse | Pnc Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2026 | Jun 4, 2026 |
| Parand R Baillie | U.S. Bancorp Advisors, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 25, 2026 |
| Joy Christiana Rollins | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 2, 2026 |
| Kimberly Cooley | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | May 29, 2026 |
| Chad Alan Reid | Cetera Investment Advisers LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2026 | May 29, 2026 |
| Maxwell Deoreo | Advice And Planning Services BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | May 28, 2026 |
| Todd Winchell | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 21, 2026 |
| Keith Woetzel | Ameriprise Financial Services, LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 20, 2026 |
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2,242 moves match.