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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 2019-12-05
  • NC RA
    APPROVED
    Since 2019-12-05

Branch Locations

14925 Ballantyne Village Way, Charlotte, NC 28277 • United States

2150 Country Club Road, Winston-Salem, NC 27104 • United States

2946 South Church Street, Burlington, NC 27215 • United States

615 Green Valley Road, Greensboro, NC 27408 • 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
Edward Jones St Louis MO 08/2015 03/2017
Cuso Financial Services, Lp San Diego CA 03/2017 11/2019
Allegacy Federal Credit Union Winston Salem NC 03/2017 11/2019
Pnc Investments Winston Salem NC 12/2019 Present
  • 08/2015 → 03/2017
    St Louis, MO
  • 03/2017 → 11/2019
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2017 → 11/2019
    Allegacy Federal Credit Union
    Winston Salem, NC
  • 12/2019 → Present
    Pnc Investments
    Winston Salem, NC
Previous Registrations
  • 2017-03-29 → 2019-11-27
    Cuso Financial Services, L.P.
    Winston Salem, NC
    Winston-Salem, NC
  • 2015-10-05 → 2017-03-21
    Maryland Heights, MO
    Winston-Salem, NC
    St Louis, MO
    Pfafftown, NC
    Winston Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-03
  • S66 Uniform Combined State Law Examination
    2015-10-03
Other Names
  • Brett Thomas Sneed

View on SEC IAPD

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