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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-04-18
  • MD RA
    APPROVED
    Since 2024-04-18

Branch Locations

14945 Shady Grove Road, Rockville, MD 20850 • United States

1647 Rockville Pike, Rockville, MD 20852 • United States

18100 Town Center Drive, Olney, MD 20832 • United States

702 Russell Avenue, Gaithersburg, MD 20877 • 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
Pnc Bank Washington DC 01/2009 05/2017
Pnc Investments Llc Washington DC 01/2009 05/2017
Capital One Investing, Llc Rockville MD 05/2017 07/2018
Woodbury Financial Services, Inc. North Bethesda MD 07/2018 07/2019
Citigroup Washington DC 07/2019 03/2024
Pnc Investment Llc Gaithersburg MD 04/2024 Present
  • 01/2009 → 05/2017
    Pnc Bank
    Washington, DC
  • 01/2009 → 05/2017
    Pnc Investments Llc
    Washington, DC
  • 05/2017 → 07/2018
    Capital One Investing, Llc
    Rockville, MD
  • 07/2018 → 07/2019
    Woodbury Financial Services, Inc.
    North Bethesda, MD
  • 07/2019 → 03/2024
    Citigroup
    Washington, DC
  • 04/2024 → Present
    Pnc Investment Llc
    Gaithersburg, MD
Previous Registrations
  • 2019-08-20 → 2024-04-04
    Washington, DC
    Bethesda, MD
    Washington, DC
    Washington, DC
    Rockville, MD
    Gaithersburg, MD
    Rockville, MD
    Fort Mill, SC
    San Antonio, TX
    Chicago, IL
    Laurel, MD
    Washington, DC
  • 2018-07-11 → 2019-07-26
    Woodbury Financial Services, Inc.
    North Bethesda, MD
    Bethesda, MD
  • 2017-05-09 → 2018-07-11
    Capital One Advisors, Llc
    Rockville, MD
    Mclean, VA
  • 2015-02-06 → 2017-05-05
    Laurel, MD
    Washington, DC
    Washington, DC
    Washington, DC
    Vienna, VA
    Frederick, MD
    Frederick, MD
    Ellicott City, MD
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-23
S63 Uniform Securities Agent State Law Examination 2007-08-20
  • S65 Uniform Investment Adviser Law Examination
    2014-12-23
  • S63 Uniform Securities Agent State Law Examination
    2007-08-20
Other Names
  • Brandon Truong
  • Nhan Cao Truong
  • Brandon Cao Truong

View on SEC IAPD

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