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Todd Robert Davis

Pnc Wealth Management LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-01-01
  • NC RA
    APPROVED
    Since 2017-01-01

Branch Locations

2000 Randolph Road, Charlotte, NC 28207 • United States

Charlotte, NC • 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
Kalos Capital Alpharetta GA 03/2016 11/2016
Kalos Management Alpharetta GA 03/2016 11/2016
Pnc Investments Pittsburgh PA 11/2016 09/2018
Pnc Investments Charlotte NC 10/2018 Present
  • 03/2016 → 11/2016
    Kalos Capital
    Alpharetta, GA
  • 03/2016 → 11/2016
    Kalos Management
    Alpharetta, GA
  • 11/2016 → 09/2018
    Pnc Investments
    Pittsburgh, PA
  • 10/2018 → Present
    Pnc Investments
    Charlotte, NC
Previous Registrations
  • 2016-03-23 → 2016-11-03
    Kalos Management
    Charlotte, NC
    Ponte Vedra Beach, FL
  • 2015-10-16 → 2016-02-24
    Edward Jones
    Charlotte, NC
    St Louis, MO
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-24
  • S66 Uniform Combined State Law Examination
    2015-08-24
Other Names
  • Todd Davis
  • Todd Robert Davis

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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