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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-02 |
Branch Locations
6322 Gaston Avenue, Dallas, TX 75214 • United States
8620 Skillman Street, Dallas, TX 75243 • United States
1134 North Buckner Boulevard, Dallas, TX 75218 • United States
6501 Hillcrest Avenue, Dallas, TX 75205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Myers | FL | 05/2008 | 03/2022 |
| Charles Schwab Bank | Fort Myers | FL | 02/2010 | 03/2022 |
| Dowling & Yahnke, Llc | San Diego | CA | 03/2022 | 05/2022 |
| New Millennium Group | Sandy | UT | 06/2022 | 07/2022 |
| Citizens Securities, Inc. | Irving | TX | 07/2022 | 11/2022 |
| Pnc Investments Llc | Dallas | TX | 11/2022 | Present |
04/2022 / Owner / Rental Property / Non-Investment related / Zero hours during trading hours 05/12/2026 / Developer / Jason Abbamonte LLC / Non - Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-22 |
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