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Carl Larry Cline

Pnc Wealth Management LLC

Wadsworth, OH

Cleveland, OH

CRD 2854947

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2018-02-21
  • OH RA
    APPROVED
    Since 2018-02-21

Branch Locations

Wadsworth, OH • United States

Cleveland Main Pnc Investments 1900 East 9Th Street, Cleveland, OH 44114 • 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
Self Wadsworth OH 05/2016 01/2017
Joseph D. Carney & Associates, Llc Avon OH 01/2017 Present
Pnc Wealth Management Cleveland OH 12/2017 Present
  • 05/2016 → 01/2017
    Self
    Wadsworth, OH
  • 01/2017 → Present
    Joseph D. Carney & Associates, Llc
    Avon, OH
  • 12/2017 → Present
    Pnc Wealth Management
    Cleveland, OH
Other Businesses

01/07/2017 / JD Carney and Associates, LLC / Associate / Not investment related / Zero hours during trading //

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-21
  • S66 Uniform Combined State Law Examination
    2018-02-21

View on SEC IAPD

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