Sun Dinh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2016
  Bank Of Amercia, N.A.
  Garden Grove, CA
• 04/2015 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden Grove, CA
• 11/2016 → 12/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2020 → 08/2021
  Bbva Usa
  Birmingham, AL
• 01/2020 → 08/2021
  Bbva Securities Inc
  Sun City, CA
• 01/2020 → 08/2021
  Bbva Insurance Agency Inc
  Austin, TX
• 01/2020 → 08/2021
  Bbva Wealth Solutions, Inc.
  Sun City, CA
• 08/2021 → Present
  Pnc Investments
  San Diego, CA

Previous Registrations

• 2020-01-24 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Sun City, CA
• 2016-11-07 → 2020-01-02
  Cuso Financial Services, L.P.
  Riverside, CA
  Rancho Cucamonga, CA
  Chino, CA
• 2015-04-15 → 2016-11-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden Grove, CA
  Newport Beach, CA
  Garden Grove, CA
  Garden Grove, CA
  Anaheim, CA
• 2013-02-27 → 2015-04-09
  Wescom Financial Services
  Temecula, CA
  San Diego, CA
  Chula Vista, CA
  San Diego, CA
  Sherman Oaks, CA
  Oceanside, CA
  Mission Viejo, CA
  San Diego, CA
  Encinitas, CA
  Tustin, CA
  San Diego, CA
  Poway, CA
  San Diego, CA
  San Diego, CA

Other Businesses

2022 / Homeowner / Sun Dinh rental property / Non-Investment related / Zero hours during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2012-12-11
• S63 Uniform Securities Agent State Law Examination
  2003-04-15

Other Names

• Sun Dinh
• Sun Quang Dinh