Jose E. Martinez

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
TX	RA	APPROVED	2021-10-28

TX RA
APPROVED

Since 2021-10-28

Branch Locations

100 N Main Street, La Feria, TX 78559 • United States

2020 South 10Th Street, Mcallen, TX 78503 • United States

235 W 5Th St, San Juan, TX 78589 • 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
Compass Bank	Birmingham	AL	01/2015	08/2021
Bbva Securities Inc.	Mc Allen	TX	01/2015	08/2021
Bbva Compass Insurance Agency, Inc.	Austin	TX	02/2015	08/2021
Bbva Wealth Solutions Inc.	Mcallen	TX	11/2017	08/2021
Pnc Investment	Mcallen	TX	10/2021	Present
Unemployed	Mission	TX	08/2021	10/2021

01/2015 → 08/2021

Compass Bank

Birmingham, AL
01/2015 → 08/2021

Bbva Securities Inc.

Mc Allen, TX
02/2015 → 08/2021

Bbva Compass Insurance Agency, Inc.

Austin, TX
11/2017 → 08/2021

Bbva Wealth Solutions Inc.

Mcallen, TX
10/2021 → Present

Pnc Investment

Mcallen, TX
08/2021 → 10/2021

Unemployed

Mission, TX

Previous Registrations

2017-11-16 → 2021-08-23

Pnc Managed Account Solutions, Inc.

Mcallen, TX

Mcallen, TX

Other Businesses

10/24/2024/Laborer/JNV Gifts/Non-Investment Related/No hours during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-15
S63	Uniform Securities Agent State Law Examination	2009-11-24

S65 Uniform Investment Adviser Law Examination

2017-11-15
S63 Uniform Securities Agent State Law Examination

2009-11-24

Other Names

Jose E Martinez

View on SEC IAPD

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