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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-25 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Denver | CO | 06/2021 | 08/2026 |
| Wells Fargo Bank, Na | Denver | CO | 11/2016 | 08/2026 |
| Us Bank | Denver | CO | 07/2016 | 10/2016 |
| Pnc Wealth Management Llc | Englewood | CO | 08/2026 | Present |
| Pnc Bank | Englewood | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-01 |
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