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Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp | Rochester | NY | 04/2024 | 03/2026 |
| Lifemark Securities Corp | Rochester | NY | 11/2023 | 04/2024 |
| My True Mortgage | Castle Pines | CO | 01/2024 | Present |
| Branish Holdings Lllp | Castle Pines | CO | 04/2002 | Present |
| Cornerstone Home Bank & Lending | Lakewood | CO | 03/2023 | 11/2023 |
| Celebrity Home Loans | Lakewood | CO | 10/2021 | 02/2023 |
| 1St Reverse Mortgage Usa | Lakewood | CO | 08/2018 | 10/2021 |
| Fairway Independent Mortgage | Denver | CO | 04/2015 | 08/2018 |
| Front Range Financial | Centennial | CO | 10/2023 | 03/2026 |
| Pnc Wealth Management Llc | Castle Pines | CO | 03/2026 | Present |
04/30/2022 / Partner / Branish Holding LLLP / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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