William Lulis

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 01/2019
  J.P. Morgan Securities Inc.
  Chicago, IL
• 07/2006 → 01/2019
  J.P. Morgan Securities Inc.
  Chicago, IL
• 11/2016 → 01/2019
  J.P. Morgan Chase Bank, Na
  Chicago, IL
• 01/2019 → 01/2021
  Pnc Financial Services Group, Inc.
  Chicago, IL
• 01/2021 → Present
  Pnc Investments
  Chicago, IL

Previous Registrations

• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Chicago, IL
  Chicago, IL
• 2005-06-16 → 2006-09-27
  Banc One Securities Corporation
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1) Name - Title Boxing Club - Evanston Not Investment related business 1029 Davis, Evanston, IL 60201 Nature - Boutique Fitness Title - Owner Start - October 2019 Hours/Month - 0 Hours during trading hours - 0 Duties - oversight, finance

Exams

• S66 Uniform Combined State Law Examination
  2005-06-15

Other Names

• William Lulis