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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-10 |
Branch Locations
13497 North Highway 183, Suite 100, Austin, TX 78750 • United States
2514 West Parmer Lane, Austin, TX 78727 • United States
3633 Bee Caves Road, Austin, TX 78746 • United States
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Austin | TX | 01/2020 | 03/2022 |
| Mml Investors Services Llc | Austin | TX | 01/2020 | 03/2022 |
| Ike'S Woodfire Grill | Lubbock | TX | 11/2019 | 01/2020 |
| Dietz Nextstage Financial Management, Llc | South Bend | IN | 05/2018 | 12/2019 |
| Funky Door | Lubbock | TX | 05/2016 | 05/2018 |
| Infinex Investments, Inc. | Meriden | CT | 03/2022 | 11/2022 |
| Bancorpsouth | Austin | TX | 03/2022 | 11/2022 |
| Lpl Financial Llc | Austin | TX | 11/2022 | 05/2023 |
| Cadence Bank | Austin | TX | 11/2022 | 05/2023 |
| Pnc Investments Llc | Austin | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
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