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Julia Frances Payne

Pnc Wealth Management LLC

Charlotte Hall, MD

Chesapeake Beach, MD

Prince Frederick, MD

Owings, MD

CRD 6077509

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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
MD RA APPROVED 2015-11-17
  • MD RA
    APPROVED
    Since 2015-11-17

Branch Locations

37650 Oak Station Drive, Charlotte Hall, MD 20622 • United States

7933 Bayside Road, Chesapeake Beach, MD 20732 • United States

155 West Dares Beach Road, Prince Frederick, MD 20678 • United States

8101 South Maryland Boulevard, Owings, MD 20736 • 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 Charlotte Hall MD 09/2015 Present
  • 09/2015 → Present
    Pnc Investments
    Charlotte Hall, MD
Other Businesses

01/2021 / Partial Owner / Ready Go Promo / Not investment related / 0 hours during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-17
S63 Uniform Securities Agent State Law Examination 2013-10-16
  • S65 Uniform Investment Adviser Law Examination
    2015-11-17
  • S63 Uniform Securities Agent State Law Examination
    2013-10-16
Other Names
  • Julia Frances Kohut

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WEALTHCARE ADVISORY PARTNERS LLC

Nearby Investors

GWENDOLYN JUDITH ROTHROCK
MICHAEL MORELAND
Nicholas Cole Cable

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Charlotte Hall, MD
EDWARD JONES · Mechanicsville, MD
WEALTHCARE ADVISORY PARTNERS LLC · La Plata, MD

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