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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 10/2015 | 04/2019 |
| Pnc Bank | Pittsburgh | PA | 10/2015 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 04/2019 | 05/2025 |
| Bank Of America, N.A. | Pittsburgh | PA | 04/2019 | 05/2025 |
| Pnc Investments, Llc. | Pittsburgh | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-22 |
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