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Christine Helms

Pnc Wealth Management LLC

Fleming Island, FL

Orange Park, FL

Middleburg, FL

CRD 5630676

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-06
  • FL RA
    APPROVED
    Since 2024-05-06

Branch Locations

1500 County Rd 220, Fleming Island, FL 32003 • United States

536 Blanding Blvd, Orange Park, FL 32073 • United States

2380 Blanding Blvd, Middleburg, FL 32068 • 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
Bbva Compass Bank Birmingham AL 10/2005 10/2021
Bbva Securities Inc. Middleburg FL 05/2013 06/2021
Bbva Compass Insurance Agency, Inc. Austin TX 03/2008 06/2021
Pnc Investments Llc Fleming Island FL 04/2024 Present
Pnc Bank Fleming Island FL 10/2021 04/2024
  • 10/2005 → 10/2021
    Bbva Compass Bank
    Birmingham, AL
  • 05/2013 → 06/2021
    Bbva Securities Inc.
    Middleburg, FL
  • 03/2008 → 06/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 04/2024 → Present
    Pnc Investments Llc
    Fleming Island, FL
  • 10/2021 → 04/2024
    Pnc Bank
    Fleming Island, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
S63 Uniform Securities Agent State Law Examination 2009-04-30
  • S66 Uniform Combined State Law Examination
    2024-05-03
  • S63 Uniform Securities Agent State Law Examination
    2009-04-30
Other Names
  • Christine Lea Helms
  • Christi Helms
  • Christine Lea Henderson

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMARDA WEALTH ADVISORY GROUP

Nearby Investors

Michael Alexander Boudreaux
Neal Franklin McDaniel
Natalie Haskins

Nearby Offices

EDWARD JONES · FLEMING ISLAND, FL
LPL FINANCIAL LLC · FLEMING ISLAND, FL
LPL FINANCIAL LLC · FLEMING ISLAND, FL

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