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Charles Patrick Donnell

Pnc Wealth Management LLC

Houston, 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 2021-12-02
  • TX RA
    APPROVED
    Since 2021-12-02

Branch Locations

2200 Post Oak Blvd, 17Th Floor, Houston, TX 77056 • 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. Houston TX 02/2015 10/2021
Compass Bank Birmingham AL 01/2015 10/2021
Bbva Wealth Solutions Inc. Houston TX 02/2015 10/2021
Pnc Investments Llc Houston TX 09/2021 Present
  • 02/2015 → 10/2021
    Bbva Securities Inc.
    Houston, TX
  • 01/2015 → 10/2021
    Compass Bank
    Birmingham, AL
  • 02/2015 → 10/2021
    Bbva Wealth Solutions Inc.
    Houston, TX
  • 09/2021 → Present
    Pnc Investments Llc
    Houston, TX
Previous Registrations
  • 2015-02-27 → 2021-10-08
    Pnc Managed Account Solutions, Inc.
    Houston, TX
    Houston, TX
  • 2011-06-23 → 2015-01-28
    Next Financial Group, Inc.
    Houston, TX
  • 2005-03-28 → 2011-01-31
    Stanford Group Company
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-26
  • S66 Uniform Combined State Law Examination
    2005-03-26
Other Names
  • Chaz Donnell
  • Charles Patrick Donnell
  • Charles P Donnell

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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