Best Investors Account Sign in

Alan Koncal

Pnc Wealth Management LLC

Florence, KY

Newport, KY

Claim This Profile
Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-10-05
  • KY RA
    APPROVED
    Since 2023-10-05

Branch Locations

5993 Merchant Street, Florence, KY 41042 • United States

One Carothers Road, Newport, KY 41071 • 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, Na Kettering OH 10/2016 10/2018
Unemployed Miamisburg OH 01/2016 10/2016
Pnc Investments, Llc Pittsburgh PA 10/2016 10/2018
Us Bank West Chester OH 02/2019 10/2023
U.S. Bancorp Investments, Inc. West Chester OH 02/2019 10/2023
Pnc Bank Centerville OH 10/2018 02/2019
Pnc Investments Newport KY 10/2023 Present
  • 10/2016 → 10/2018
    Pnc Bank, Na
    Kettering, OH
  • 01/2016 → 10/2016
    Unemployed
    Miamisburg, OH
  • 10/2016 → 10/2018
    Pnc Investments, Llc
    Pittsburgh, PA
  • 02/2019 → 10/2023
    Us Bank
    West Chester, OH
  • 02/2019 → 10/2023
    U.S. Bancorp Investments, Inc.
    West Chester, OH
  • 10/2018 → 02/2019
    Pnc Bank
    Centerville, OH
  • 10/2023 → Present
    Pnc Investments
    Newport, KY
Previous Registrations
Other Businesses

02/01/2021 / Owner-Landlord / Rental Property / Non-Investment-related / Hours during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-27
  • S66 Uniform Combined State Law Examination
    2011-07-27
Other Names
  • Alan Charles Koncal

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Arthur M Shields
ROBERT DANIEL BISHOP
Michael Mcgriff
MATTHEW ARNOLD KING
ANDREW ERWIN LUTSCH
MICHAEL WAYNE DUCKER
JENNIFER FAITH ANDERSON
GREGORY GOEBEL

Other Offices

CITIGROUP GLOBAL MARKETS INC. · FLORENCE, KY
J.P. MORGAN SECURITIES LLC · FLORENCE, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Erlanger, KY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Erlanger, KY
CETERA INVESTMENT ADVISERS LLC · FLORENCE, KY
AMERIPRISE FINANCIAL SERVICES, LLC · Florence, KY
OSAIC WEALTH, INC. · Florence, KY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Florence, KY

More in Florence, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor