Best Investors Account Sign in
Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-03-03
  • GA RA
    APPROVED
    Since 2020-03-03

Branch Locations

494 Indian Trl Rd Nw, Lilburn, GA 30047 • United States

2355 Main St., Tucker, GA 30084 • United States

1001 Peachtree Industrial Blvd., Suwanee, GA 30024 • 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
Wells Fargo Advisors, Llc Atlanta GA 08/2015 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 02/2020
Pnc Investments Pittsburgh PA 02/2020 Present
  • 08/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Atlanta, GA
  • 11/2016 → 02/2020
    Atlanta, GA
  • 02/2020 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2015-08-14 → 2020-02-13
    Duluth, GA
    Atlanta, GA
    Atlanta, GA
    Chamblee, GA
    Atlanta, GA
    Chamblee, GA
    Doraville, GA
    Norcross, GA
    Norcross, GA
    Cumming, GA
  • 2011-12-02 → 2015-08-06
    Lithonia, GA
    Alpharetta, GA
    Duluth, GA
    Alpharetta, GA
    Dunwoody, GA
    Alpharetta, GA
    Suwanee, GA
    Norcross, GA
    Alpharetta, GA
    Atlanta, GA
    Duluth, GA
    Alpharetta, GA
    Roswell, GA
    Palm Beach Gardens, FL
    Lithonia, GA
    Suwanee, GA
    Tucker, GA
    Doraville, GA
    Suwanne, GA
    Norcross, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Decatur, GA
    Atlanta, GA
    Atlanta, GA
    Suwanee, GA
    Atlanta, GA
    Alphretta, GA
    Alpharetta, GA
    Duluth, GA
    Tucker, GA
    Decatur, GA
  • 2010-01-12 → 2011-11-14
    Essex National Securities, Llc
    Norcross, GA
    Troy, MI
    Norcross, GA
  • 2008-07-22 → 2009-06-17
    Navy Federal Asset Management, Llc
    Vienna, VA
  • 2005-08-03 → 2008-06-06
    Atlanta, GA
    Atlanta, GA
  • 2004-09-08 → 2005-07-07
    Waddell & Reed
    Indianapolis, IN
  • 2003-01-08 → 2004-08-11
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-07
S63 Uniform Securities Agent State Law Examination 1998-11-13
  • S65 Uniform Investment Adviser Law Examination
    2003-01-07
  • S63 Uniform Securities Agent State Law Examination
    1998-11-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lilburn, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor