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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-01 |
Branch Locations
5136 Route 30, Greensburg, PA 15601 • United States
1032 Latrobe 30 Plaza, Latrobe, PA 15650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Varner Financial Group, Inc. | Greensburg | PA | 07/2013 | 07/2022 |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 10/2022 | 10/2023 |
| Jp Morgan Chase Bank, N.A. | Pittsburgh | PA | 10/2022 | 10/2023 |
| United Planners' Financial Services Of America A Limited Partner | Greensburg | PA | 04/2018 | 07/2022 |
| H. Beck, Inc. | Greensburg | PA | 07/2013 | 03/2018 |
| Unemployed | Blairsville | PA | 08/2022 | 09/2022 |
| Pnc Investments Llc | Latrobe | PA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-23 |
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