Best Investors Account Sign in

Joshua Gavit

Pnc Wealth Management LLC

Carmel, IN

Claim This Profile
Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-05-01
  • IN RA
    APPROVED
    Since 2024-05-01

Branch Locations

11405 North Pennsylvania Street, Carmel, IN 46032 • 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
Lincoln Investment Planning Wyncote PA 11/2012 12/2019
Lincoln Investment Fort Washington PA 08/2021 04/2024
Ronald Blue Trust Indianapolis IN 01/2020 05/2021
Unemployed Indianapolis IN 05/2021 08/2021
Pnc Investment Carmel IN 04/2024 Present
  • 11/2012 → 12/2019
    Lincoln Investment Planning
    Wyncote, PA
  • 08/2021 → 04/2024
    Lincoln Investment
    Fort Washington, PA
  • 01/2020 → 05/2021
    Ronald Blue Trust
    Indianapolis, IN
  • 05/2021 → 08/2021
    Unemployed
    Indianapolis, IN
  • 04/2024 → Present
    Pnc Investment
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-11
S65 Uniform Investment Adviser Law Examination 2012-05-17
  • S63 Uniform Securities Agent State Law Examination
    2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2012-05-17
Other Names
  • Josh Gavit
  • Joshua Charles Gavit

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor