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Zachary Pate

Pnc Wealth Management LLC

Nashville, NC

Rocky Mount, NC

Greenville, 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 2025-04-30
  • NC RA
    APPROVED
    Since 2025-04-30

Branch Locations

109 S Barnes St, Nashville, NC 27856 • United States

3600 Sunset Avenue, Rocky Mount, NC 27804 • United States

611 E Arlington Blvd, Greenville, NC 27858 • 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
Fidelity Investments. Durham NC 09/2021 04/2025
Bonefish Grill Cary NC 05/2021 09/2021
State Employees' Credit Union Apex NC 07/2018 08/2021
Harris Teeter Raleigh NC 08/2017 07/2018
Wsp Auto Appraisals Lucama NC 03/2017 08/2017
Cantina 18 Raleigh NC 02/2017 05/2017
North Ridge Pub Raleigh NC 06/2016 02/2017
Pnc Investments Greenville NC 04/2025 Present
  • 09/2021 → 04/2025
    Fidelity Investments.
    Durham, NC
  • 05/2021 → 09/2021
    Bonefish Grill
    Cary, NC
  • 07/2018 → 08/2021
    State Employees' Credit Union
    Apex, NC
  • 08/2017 → 07/2018
    Harris Teeter
    Raleigh, NC
  • 03/2017 → 08/2017
    Wsp Auto Appraisals
    Lucama, NC
  • 02/2017 → 05/2017
    Cantina 18
    Raleigh, NC
  • 06/2016 → 02/2017
    North Ridge Pub
    Raleigh, NC
  • 04/2025 → Present
    Pnc Investments
    Greenville, NC
Previous Registrations
  • 2025-03-31 → 2025-04-30
    Strategic Advisers Llc
    Middlesex, NC
    Durham, NC
    Boston, MA
  • 2022-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-20
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-09-20
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Zachary Douglas Pate
  • Zachary Pate

View on SEC IAPD

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