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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-01-02
VA RA APPROVED 2023-11-20
  • DC RA
    APPROVED
    Since 2025-01-02
  • VA RA
    APPROVED
    Since 2023-11-20

Branch Locations

8150 Leesburg Pike, Suite 320, Vienna, VA 22182 • United States

353 Maple Ave. East, Vienna, VA 22180 • United States

6805 Old Dominion Drive, Mclean, VA 22101 • United States

Disclosures

2 disclosure categories 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 Yes
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Washington DC 04/2015 02/2020
Td Ameritrade Washington DC 03/2020 01/2021
Pnc Investments Pittsburgh PA 03/2021 Present
  • 04/2015 → 02/2020
    Washington, DC
  • 03/2020 → 01/2021
    Td Ameritrade
    Washington, DC
  • 03/2021 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2020-03-19 → 2021-01-08
    Td Ameritrade, Inc.
    Washington, DC
  • 2020-03-19 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Washington Dc, DC
  • 2015-05-06 → 2020-02-03
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
  • 2013-04-09 → 2015-04-01
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-08
  • S66 Uniform Combined State Law Examination
    2013-04-08
Other Names
  • Bryan M Trejo

View on SEC IAPD

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