Daniel Joseph Picinich

Current Employers

Private Wealth Management, Llc

600 Eagleview Blvd Suite #300, Exton, PA 19341 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-05-12

PA RA
APPROVED

Since 2016-05-12

Branch Locations

600 Eagleview Blvd Suite #300, Exton, PA 19341 • 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

Organization	City	State	From	To
Private Wealth Management, Llc	Chester Springs	PA	12/2015	Present

12/2015 → Present

Private Wealth Management, Llc

Chester Springs, PA

Previous Registrations

2013-05-15 → 2016-01-25

Charles Schwab & Co., Inc.

Allentown, PA

Wayne, PA
2004-01-01 → 2004-02-19

Pnc Wealth Management Llc

Haddonfield, NJ
2003-12-10 → 2004-01-01

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

Haddonfield, NJ

Other Businesses

02/01/17 - Eagle Tax Service, LLC, Investment Related, 257 W. Uwchlan Ave, Suite 230 Downingtown, PA 19335, Owner - Tax preparation and filing. Some tax planning as needed, 10hrs per week

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-03-09

S66 Uniform Combined State Law Examination

2001-03-09

Designations

View on SEC IAPD

Current Employers

Private Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews