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Cali J Lehman

Pnc Wealth Management LLC

Pittsburgh, PA

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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 2019-10-21
  • PA RA
    APPROVED
    Since 2019-10-21

Branch Locations

285 Fort Couch Road, Pittsburgh, PA 15241 • 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
Cuso Financial Services, Lp San Adiego CA 08/2010 10/2016
Lpl Financial Hutchinson KS 11/2016 11/2017
Pnc Investments Pittsburgh PA 10/2019 Present
Homemaker Pittsburgh PA 11/2017 10/2019
  • 08/2010 → 10/2016
    Cuso Financial Services, Lp
    San Adiego, CA
  • 11/2016 → 11/2017
    Lpl Financial
    Hutchinson, KS
  • 10/2019 → Present
    Pnc Investments
    Pittsburgh, PA
  • 11/2017 → 10/2019
    Homemaker
    Pittsburgh, PA
Previous Registrations
  • 2016-11-02 → 2017-11-13
    Lpl Financial Llc
    Wichita, KS
    Hutchinson, KS
  • 2010-08-13 → 2016-10-27
    Cuso Financial Services, L.P.
    San Diego, CA
    Wichita, KS
  • 2009-07-01 → 2010-08-26
    Uvest Financial Services Group, Inc.
    Wichita, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-30
  • S66 Uniform Combined State Law Examination
    2009-06-30
Other Names
  • Cali J Werner
  • Cali J Werner
  • Cali J Lehman

View on SEC IAPD

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Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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