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John D Held

Pnc Wealth Management LLC

Jupiter, FL

CRD 6004663

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-04-16
  • FL RA
    APPROVED
    Since 2012-04-16

Branch Locations

1240 W. Indiantown Road, Jupiter, FL 33458 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Tequesta FL 07/2014 Present
  • 07/2014 → Present
    Pnc Investments
    Tequesta, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-12
  • S66 Uniform Combined State Law Examination
    2012-04-12
Other Names
  • John Dominick Calzolano

View on SEC IAPD

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