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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-31
  • OH RA
    APPROVED
    Since 2023-08-31

Branch Locations

285 Babbitt Road, Euclid, OH 44123 • United States

7940 Plaza Blvd., Mentor, OH 44060 • United States

40 West Erie Street, Painesville, OH 44077 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willoughby South High School Willoughby OH 01/2008 11/2016
Axa Advisors, Llc New York NY 04/2014 06/2020
Equitable Advisors, Llc New York NY 04/2014 08/2023
Pnc Investments Mentor OH 08/2023 Present
  • 01/2008 → 11/2016
    Willoughby South High School
    Willoughby, OH
  • 04/2014 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2014 → 08/2023
    New York, NY
  • 08/2023 → Present
    Pnc Investments
    Mentor, OH
Previous Registrations
  • 2017-06-28 → 2023-09-01
    Independence, OH
    Willoughby, OH
    Independence, OH
    Willoughby, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-24
  • S66 Uniform Combined State Law Examination
    2017-06-24

View on SEC IAPD

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