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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-19
  • PA RA
    APPROVED
    Since 2024-09-19

Branch Locations

5050 State Road, Drexel Hill, PA 19026 • United States

550 E Lancaster Ave, Radnor, PA 19087 • United States

501 Chester Pike, Prospect Park, PA 19076 • 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
Tmfs Advisors, Llc Overland Park KS 03/2015 11/2016
Financial Engines Advisors L.L.C. Santa Clara CA 11/2016 01/2018
Hartford Funds Distributors, Llc Wayne PA 09/2018 11/2021
Hartford Funds Management Company, Llc Wayne PA 09/2018 11/2021
Unemployed Mountain View CA 02/2018 09/2018
Lincoln Investment Fort Washington PA 08/2023 08/2024
Unemployed Havertown PA 11/2021 08/2023
Capital Analysts Fort Washington PA 08/2023 08/2024
Pnc Investments Llc Media PA 09/2024 Present
  • 03/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → 01/2018
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2018 → 11/2021
    Hartford Funds Distributors, Llc
    Wayne, PA
  • 09/2018 → 11/2021
    Hartford Funds Management Company, Llc
    Wayne, PA
  • 02/2018 → 09/2018
    Unemployed
    Mountain View, CA
  • 08/2023 → 08/2024
    Fort Washington, PA
  • 11/2021 → 08/2023
    Unemployed
    Havertown, PA
  • 08/2023 → 08/2024
    Fort Washington, PA
  • 09/2024 → Present
    Pnc Investments Llc
    Media, PA
Previous Registrations
  • 2023-08-29 → 2024-09-03
    Horsham, PA
  • 2023-08-29 → 2024-09-03
    Horsham, PA
  • 2018-09-27 → 2021-11-08
    Wayne, PA
  • 2016-11-30 → 2018-02-27
    Santa Clara, CA
  • 2015-04-02 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Santa Clara, CA
    Overland Park, KS
  • 2012-06-18 → 2014-12-31
    Stone Harbor Capital Managment, Llc
    Stone Harbor, NJ
  • 2006-12-01 → 2010-07-30
    New York, NY
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-11-30
S66 Uniform Combined State Law Examination 1998-10-02
  • S63 Uniform Securities Agent State Law Examination
    2018-11-30
  • S66 Uniform Combined State Law Examination
    1998-10-02
Designations
Other Names
  • Kevin Logan
  • Kevin William Logan

View on SEC IAPD

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