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Brett A Katana

Pnc Wealth Management LLC

Cleveland, OH

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-10-22
  • OH RA
    APPROVED
    Since 2019-10-22

Branch Locations

1900 E. 9Th Street (Osj), Cleveland, OH 44114 • 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 Investments Cleveland OH 03/2013 01/2017
Pnc Capital Advisors, Llc Cleveland OH 01/2017 09/2019
Pnc Funds Distributor Llc Cleveland OH 01/2017 09/2019
Pnc Investments Cleveland OH 09/2019 06/2021
Pnc Investments Cleveland OH 06/2021 Present
  • 03/2013 → 01/2017
    Pnc Investments
    Cleveland, OH
  • 01/2017 → 09/2019
    Pnc Capital Advisors, Llc
    Cleveland, OH
  • 01/2017 → 09/2019
    Pnc Funds Distributor Llc
    Cleveland, OH
  • 09/2019 → 06/2021
    Pnc Investments
    Cleveland, OH
  • 06/2021 → Present
    Pnc Investments
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-15
  • S66 Uniform Combined State Law Examination
    2011-11-15
Other Names
  • Brett Katana

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
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AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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