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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
2707 West Lake Houston Parkway, Kingwood, TX 77339 • United States
1013 W. Church Street, Livingston, TX 77351 • United States
7525 Fm 1960 Road East, Humble, TX 77346 • United States
6011 Fm 2100 Road, Crosby, TX 77532 • United States
200 Northpark Drive, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Houston | TX | 01/2012 | 04/2024 |
| Bank Of America, N.A. | Houston | TX | 01/2012 | 04/2024 |
| J.P. Morgan Securities Llc | Houston | TX | 04/2024 | 06/2024 |
| Pnc Investments Llc | Kingwood | TX | 09/2024 | Present |
| Unemployed | Humble | TX | 06/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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