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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2010-05-14 |
| OH | RA | APPROVED | 2010-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 04/2010 | 07/2019 |
| Pnc Investments | Pittsburgh | PA | 07/2019 | Present |
1. 03/01/2023 / Owner-Member / The Light Wisdom and Wellness a subsidiary of The Light (health and wellness services) / Non-Investment related / Hours weekly during trading hours: 1; 2. 01/01/2016 / Owner-President / Sapphire International (life coaching services) / Non-Investment related / Hours weekly during trading hours: 1; 3. 10/27/2015 / Owner-Secretary / 1 Direction, Inc. (small business coaching services) / Non-Investment related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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