Daniel William Holtz

Pnc Wealth Management LLC

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Current Employers

Pnc Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2015-05-04

PA RA
APPROVED

Since 2015-05-04

Branch Locations

100 South Main Street Suite 100, Doylestown, PA 18901 • United States

398 North Main Street, Doylestown, PA 18901 • 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

Organization	City	State	From	To
Pnc Investments Llc	Doylestown	PA	02/2015	Present

02/2015 → Present

Pnc Investments Llc

Doylestown, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-05-04
S63	Uniform Securities Agent State Law Examination	2006-10-25

S65 Uniform Investment Adviser Law Examination

2015-05-04
S63 Uniform Securities Agent State Law Examination

2006-10-25

View on SEC IAPD

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Other Investors

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Joseph Michael Bates

PAUL HARRISON KRUMENACKER

ANTHONY SCOTT STENCLER

Emma Nelson Jenkins-Long

MICHAEL STUART SHEEHY

DAVID FOWLER JENKINS

Jonathan Robert Harvey

Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA

LPL FINANCIAL LLC · DOYLESTOWN, PA

JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA

MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA

ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA

TRIDENT ADVISORS INC · DOYLESTOWN, PA

WINTHROP PARTNERS - EPA, LLC · Doylestown, PA

RODGERS BROTHERS, INC. · Doylestown, PA

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