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Estela Sotelo

Pnc Wealth Management LLC

San Antonio, TX

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-23
  • TX RA
    APPROVED
    Since 2021-08-23

Branch Locations

990 East Basse Road, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc. San Antonio TX 05/2013 08/2021
Compass Bank San Antonio TX 03/2005 08/2021
Bbva Compass Insurance Agency Inc. Austin TX 05/2005 08/2021
Bbva Wealth Solutions Inc. San Antonio TX 07/2017 08/2021
Pnc Investments San Antonio TX 08/2021 Present
  • 05/2013 → 08/2021
    Bbva Securities Inc.
    San Antonio, TX
  • 03/2005 → 08/2021
    Compass Bank
    San Antonio, TX
  • 05/2005 → 08/2021
    Bbva Compass Insurance Agency Inc.
    Austin, TX
  • 07/2017 → 08/2021
    Bbva Wealth Solutions Inc.
    San Antonio, TX
  • 08/2021 → Present
    Pnc Investments
    San Antonio, TX
Previous Registrations
  • 2017-09-21 → 2021-08-23
    Pnc Managed Account Solutions, Inc.
    San Antonio, TX
  • 2002-09-12 → 2003-08-19
    Banc One Securities Corporation
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-01
  • S66 Uniform Combined State Law Examination
    2000-11-01
Other Names
  • Estela Felix Sotelo

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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