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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
WI RA APPROVED 2025-12-11
  • WI RA
    APPROVED
    Since 2025-12-11

Branch Locations

River Falls, WI • United States

200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • 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
Woodbury Financial Services, Inc. Oakdale MN 10/2014 02/2018
Wells Fargo Clearing Services, Llc Saint Paul MN 09/2018 03/2022
Unemployed Cottage Grove MN 02/2018 09/2018
Westpark Capital, Inc. Los Angeles CA 12/2022 06/2025
Menard's Detroit Lakes MN 11/2022 01/2023
Unemployed Cottage Grove MN 03/2022 11/2022
Pnc Wealth Management River Falls WI 12/2025 Present
Unemployed River Falls WI 07/2025 12/2025
  • 10/2014 → 02/2018
    Woodbury Financial Services, Inc.
    Oakdale, MN
  • 09/2018 → 03/2022
    Saint Paul, MN
  • 02/2018 → 09/2018
    Unemployed
    Cottage Grove, MN
  • 12/2022 → 06/2025
    Los Angeles, CA
  • 11/2022 → 01/2023
    Menard's
    Detroit Lakes, MN
  • 03/2022 → 11/2022
    Unemployed
    Cottage Grove, MN
  • 12/2025 → Present
    Pnc Wealth Management
    River Falls, WI
  • 07/2025 → 12/2025
    Unemployed
    River Falls, WI
Previous Registrations
Other Businesses

08/13/2025 / Cashier / Devine Liquors, LLC / Non-investment related / Zero hours during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-02
S63 Uniform Securities Agent State Law Examination 2007-03-24
  • S65 Uniform Investment Adviser Law Examination
    2012-08-02
  • S63 Uniform Securities Agent State Law Examination
    2007-03-24
Other Names
  • Jessica Lenay Viramontes
  • Jessica Lenay Barbey
  • Jessica Lenay Keas

View on SEC IAPD

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