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Rupal Mahesh Jhaveri

Pnc Wealth Management LLC

Potomac, MD

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-30
  • MD RA
    APPROVED
    Since 2026-01-30

Branch Locations

10150 River Road, Potomac, MD 20854 • 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
Capital One Advisors, Llc Laurel MD 01/2015 10/2018
Citigroup Washington Dc DC 10/2018 04/2024
Wells Fargo Clearing Services, Llc ( Columbia MD 04/2024 12/2025
Pnc Wealth Management Potomac MD 01/2026 Present
  • 01/2015 → 10/2018
    Capital One Advisors, Llc
    Laurel, MD
  • 10/2018 → 04/2024
    Citigroup
    Washington Dc, DC
  • 04/2024 → 12/2025
    Wells Fargo Clearing Services, Llc (
    Columbia, MD
  • 01/2026 → Present
    Pnc Wealth Management
    Potomac, MD
Previous Registrations
  • 2024-04-15 → 2025-12-24
    Wells Fargo Clearing Services, Llc
    Bethesda, MD
    Columbia, MD
  • 2019-01-09 → 2024-04-18
    Citigroup Global Markets Inc.
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Miami, FL
    Washington, DC
    San Antonio, TX
    Chicago, IL
    Fort Mill, SC
    Washington, DC
  • 2015-01-28 → 2018-05-02
    Capital One Advisors, Llc
    Laurel, MD
    Mclean, VA
  • 2010-04-27 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
  • 2002-06-28 → 2010-05-07
    Chevy Chase Financial Services
    Bethesda, MD
    Bethesda, MD
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-25
S63 Uniform Securities Agent State Law Examination 2001-06-21
  • S65 Uniform Investment Adviser Law Examination
    2002-06-25
  • S63 Uniform Securities Agent State Law Examination
    2001-06-21
Other Names
  • Rupal M Jhaveri
  • Rupal Mahesh Jhaveri
  • Rupal Jhaveri

View on SEC IAPD

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