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Callie Cogle Elrod

Pnc Wealth Management LLC

Cahaba Heights, AL

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-08-18
  • AL RA
    APPROVED
    Since 2021-08-18

Branch Locations

3960 Crosshaven Drive, Cahaba Heights, AL 35243 • 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
Compass Bank Birmingham AL 12/2002 08/2021
Bbva Securities Inc. Birmingham AL 05/2013 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 01/2003 08/2021
Bbva Wealth Solutions Inc. Birmingham AL 03/2016 08/2021
Pnc Investments Birmingham AL 08/2021 Present
  • 12/2002 → 08/2021
    Compass Bank
    Birmingham, AL
  • 05/2013 → 08/2021
    Bbva Securities Inc.
    Birmingham, AL
  • 01/2003 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 03/2016 → 08/2021
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 08/2021 → Present
    Pnc Investments
    Birmingham, AL
Previous Registrations
  • 2016-03-16 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-16
S63 Uniform Securities Agent State Law Examination 1998-06-29
  • S66 Uniform Combined State Law Examination
    2016-03-16
  • S63 Uniform Securities Agent State Law Examination
    1998-06-29
Other Names
  • Callie Jenell Cogle

View on SEC IAPD

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COLARION

Other Investors

James Judson Bennett
ERIC JASON MCCLAIN
Kelly McLane Morgan
Alisha Riley Hall
WILLIAM EVANS DOUGHTY
TAMI Wyrosdick MCDONALD
Tonya Jean Williams
JUSTIN KENNEDY TACKETT

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL
MELD FINANCIAL, INC. · BIRMINGHAM, AL
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, AL
STRATEGIC ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · Mountain Brook, AL
CETERA INVESTMENT ADVISERS LLC · Mountain Brook, AL

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