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Courtney Nicole Phelps

Pnc Wealth Management LLC

College Station, TX

Navasota, TX

Bryan, TX

CRD 6317562

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-21
  • TX RA
    APPROVED
    Since 2024-08-21

Branch Locations

2405 Texas Avenue South Suite 100, College Station, TX 77840 • United States

603 East Washington Avenue, Suite 3, Navasota, TX 77868 • United States

1200 Briarcrest Drive, Bryan, TX 77802 • 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
Wells Fargo Advisors, Llc San Antonio TX 03/2013 11/2016
Wells Fargo Clearing Services, Llc San Antonio TX 11/2016 08/2022
Wells Fargo Advisors Financial Network, Llc Bryan TX 08/2022 08/2024
Pnc Investments Llc College Station TX 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-25
  • S66 Uniform Combined State Law Examination
    2014-09-25
Other Names
  • Courtney Nicole Phelps
  • Courtney Nicole Jordan
  • Courtney Phelps

View on SEC IAPD

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