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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-03-02
  • IN RA
    APPROVED
    Since 2017-03-02

Branch Locations

304 West Market Street, Bluffton, IN 46714 • 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
Young America Capital Mamaroneck NY 01/2014 11/2016
Pnc Investments Pittsburgh PA 11/2016 Present
  • 01/2014 → 11/2016
    Young America Capital
    Mamaroneck, NY
  • 11/2016 → Present
    Pnc Investments
    Pittsburgh, PA
Other Businesses

1) 01/2017 / Professor / Purdue University / Non-investment related / Hours during trading hours: 0 // 2) 2020 / Creative Arts Council of Wells County Inc / Board of Director Member / Not investment related / Zero hours during trading // 2) 2021 / CASA Volunteer / Wells County Dept of Child Services Court appointed Special Advocate / Non-investment related / Hours during trading hours 2 hrs. a month and after hours 6 hrs. a month // 3) 01/30/2026 / Manager / Blessing Farms LLC / Not investment related / Zero hours during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
S63 Uniform Securities Agent State Law Examination 1994-05-06
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22
  • S63 Uniform Securities Agent State Law Examination
    1994-05-06

View on SEC IAPD

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