Gregg Howard Potash

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2004-01-01

NJ RA
APPROVED

Since 2004-01-01

Branch Locations

900 Black Horse Pike, Glendora, NJ 08029 • United States

200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Pnc Investments	Pittsburgh	PA	01/2004	Present

01/2004 → Present

Pnc Investments

Pittsburgh, PA

Previous Registrations

2003-06-04 → 2004-01-01

J.J.B. Hilliard, W.L. Lyons, Llc

Haddon Heights, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-09-25
S63	Uniform Securities Agent State Law Examination	1989-05-16

S65 Uniform Investment Adviser Law Examination

2002-09-25
S63 Uniform Securities Agent State Law Examination

1989-05-16

View on SEC IAPD