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Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-20 |
Branch Locations
1915 N Dale Mabry Hwy, Tampa, FL 33607 • United States
32491 Us Highway 19 N, Palm Harbor, FL 34684 • United States
2498 Gulf To Bay Blvd, Clearwater, FL 33765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Boston | MA | 06/2018 | 05/2019 |
| All-American Gutter Protection | North Canton | OH | 02/2017 | 03/2018 |
| Acushnet Company | Cleveland | OH | 06/2016 | 08/2017 |
| Brookside Country Club | Canton | OH | 05/2009 | 05/2018 |
| Citizens Securities, Inc | Boston | MA | 07/2018 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | Estero | FL | 05/2019 | 02/2024 |
| Jp Morgan Securities, Llc | Estero | FL | 05/2019 | 02/2024 |
| Oceanfeet Llc | Tampa | FL | 10/2022 | Present |
| Pnc Investments Llc | Tampa | FL | 02/2024 | Present |
10/21/2022 / Owner/Operator / Oceanfeet LLC / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
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