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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 | 2021-10-29 |
Branch Locations
200 Crescent Ct Ste 400, Dallas, TX 75201-7937 • United States
200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 09/2015 | 10/2021 |
| Bbva Securities Inc. | Dallas | TX | 09/2015 | 10/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 03/2016 | 10/2021 |
| Bbva Wealth Solutions Inc. | Dallas | TX | 05/2016 | 10/2021 |
| Pnc Wealth Management | Midlothian | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
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