Best Investors
Account
Sign in
Best Investors
Account
Sign in
Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-01 |
Branch Locations
1015 North Highway 77, Waxahachie, TX 75165 • United States
3111 North Galloway Avenue, Mesquite, TX 75150 • United States
1430 West Danieldale Road, Duncanville, TX 75137 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Waxahachie | TX | 08/2016 | 08/2021 |
| Compass Bank | Birmingham | AL | 08/2016 | 08/2021 |
| Bbva Wealth Solutions Inc. | Waxahachie | TX | 09/2016 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2016 | 08/2021 |
| Pnc Investments | Dallas | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-21 |
Reach out to this advisor