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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-13
  • CO RA
    APPROVED
    Since 2026-03-13

Branch Locations

1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States

Castle Pines, CO • 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
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
  • 04/2024 → 03/2026
    Rochester, NY
  • 11/2023 → 04/2024
    Rochester, NY
  • 01/2024 → Present
    My True Mortgage
    Castle Pines, CO
  • 04/2002 → Present
    Branish Holdings Lllp
    Castle Pines, CO
  • 03/2023 → 11/2023
    Cornerstone Home Bank & Lending
    Lakewood, CO
  • 10/2021 → 02/2023
    Celebrity Home Loans
    Lakewood, CO
  • 08/2018 → 10/2021
    1St Reverse Mortgage Usa
    Lakewood, CO
  • 04/2015 → 08/2018
    Fairway Independent Mortgage
    Denver, CO
  • 10/2023 → 03/2026
    Front Range Financial
    Centennial, CO
  • 03/2026 → Present
    Castle Pines, CO
Previous Registrations
Other Businesses

04/30/2022 / Partner / Branish Holding LLLP / Non-investment related / Zero hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-03
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S66 Uniform Combined State Law Examination
    2024-10-03
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02
Other Names
  • Scott Erik Branish

View on SEC IAPD

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