Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-18 |
Branch Locations
5242 Arlington Avenue, Riverside, CA 92504 • United States
54355 Ridgeview Drive, Idyllwild, CA 92549 • United States
22729 Barton Road, Grand Terrace, CA 92313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 08/2009 | 08/2021 |
| Bbva Wealth Solutions Inc. | Riverside | CA | 01/2012 | 08/2021 |
| Bbva Securities Inc. | Riverside | CA | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2010 | 08/2021 |
| Pnc Investments | Grand Terrace | CA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-17 |
Reach out to this advisor