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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-18 |
Branch Locations
100 North Britton Avenue, Rio Grande City, TX 78582 • United States
900 N Conway Avenue, Mission, TX 78572 • United States
2402 East Griffin Parkway, Mission, TX 78572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edinburg | TX | 09/2013 | 08/2019 |
| Nylife Securities Llc | Edinburg | TX | 02/2014 | 08/2019 |
| Compass Bank | Birmingham | AL | 09/2019 | 08/2021 |
| Bbva Securities Inc | Mission | TX | 09/2019 | 08/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 09/2019 | 08/2021 |
| Bbva Wealth Solutions Inc. | Mission | TX | 10/2019 | 08/2021 |
| Pnc Investments | Edinburg | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-07 |
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