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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-06 |
| KY | RA | APPROVED | 2023-09-06 |
Branch Locations
2501 Hurstbourne Parkway, Louisville, KY 40220 • United States
3828 Shelbyville Road, Louisville, KY 40207 • United States
8000 Shelbyville Road, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Sellersburg | IN | 10/2014 | 10/2016 |
| Fifth Third Securities Inc | Sellersburg | IN | 12/2014 | 10/2016 |
| First Data | Louisville | KY | 06/2017 | 05/2018 |
| Republic Bank | Jeffersonville | IN | 05/2018 | 09/2019 |
| Bank Of America | Louisville | KY | 09/2019 | 12/2020 |
| Silver Oak Securities Inc. | Jackson | TN | 04/2021 | 09/2021 |
| Legacy Advisory Services | Louisville | KY | 01/2021 | 09/2021 |
| Unemployed | New Albany | IN | 11/2016 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Louisville | KY | 10/2021 | 08/2023 |
| J.P. Morgan Securities Llc | Louisville | KY | 10/2021 | 08/2023 |
| Pnc Investments Llc | Louisville | KY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-09 |
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