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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-07-03
  • PA RA
    APPROVED
    Since 2013-07-03

Branch Locations

50 Mcintyre Square Dr, Pittsburgh, PA 15237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank Pittsburgh PA 09/2010 Present
Pnc Investments Pittsburgh PA 09/2010 Present
  • 09/2010 → Present
    Pnc Bank
    Pittsburgh, PA
  • 09/2010 → Present
    Pnc Investments
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-02
S63 Uniform Securities Agent State Law Examination 2008-01-16
  • S65 Uniform Investment Adviser Law Examination
    2013-07-02
  • S63 Uniform Securities Agent State Law Examination
    2008-01-16
Other Names
  • Patricia Ann Sergi
  • Patricia Ann Menke
  • Patricia A Sergi
  • Patricia A Menke

View on SEC IAPD

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