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 | 2021-12-16 |
Branch Locations
Cleveland Main Pnc Investments 1900 East 9Th Street, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 08/2014 | 11/2021 |
| Bbva Securities Inc. | Dallas | TX | 08/2014 | 11/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 09/2014 | 11/2021 |
| Bbva Wealth Solutions Inc. | Dallas | TX | 07/2016 | 11/2021 |
| Pnc Wealth Management | Dallas | TX | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
Reach out to this advisor