Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2023-12-20 |
Branch Locations
3040 East Trinity Mills Road, Carrollton, TX 75006 • United States
129 West Irving Boulevard, Irving, TX 75060 • United States
729 Fort Worth Drive, Denton, TX 76201 • United States
6400 Morriss Road, Flower Mound, TX 75028 • United States
3640 North Josey Lane, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 06/2022 |
| Deborah Wolfgram State Farm | Frisco | TX | 11/2012 | 11/2018 |
| Citigroup | Irving | TX | 06/2022 | 04/2023 |
| Citizens Securities Inc. | Irving | TX | 04/2023 | 12/2023 |
| Pnc Investments Llc | Denton | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
Reach out to this advisor