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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-30
  • PA RA
    APPROVED
    Since 2023-06-30

Branch Locations

4488 Buffalo Road, Erie, PA 16510 • United States

5014 West Ridge Road, Erie, PA 16506 • 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
Cuna Mutual Group Waverly IA 06/2014 07/2020
Cuna Brokerage Services, Inc Waverly IA 06/2014 07/2020
Lincoln Investment Fort Washington PA 07/2020 06/2023
Capital Analysts Fort Washington PA 07/2020 06/2023
Pnc Investments Erie PA 06/2023 Present
  • 06/2014 → 07/2020
    Cuna Mutual Group
    Waverly, IA
  • 06/2014 → 07/2020
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 07/2020 → 06/2023
    Fort Washington, PA
  • 07/2020 → 06/2023
    Fort Washington, PA
  • 06/2023 → Present
    Pnc Investments
    Erie, PA
Previous Registrations
  • 2020-07-21 → 2023-06-20
    Fort Washington, PA
    Erie, PA
    Palm Beach Gardens, FL
  • 2020-07-21 → 2023-06-20
    Erie, PA
  • 2015-06-03 → 2020-07-22
    Cuna Brokerage Services, Inc.
    Erie, PA
    Erie, PA
    Erie, PA
    Corry, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-02
  • S66 Uniform Combined State Law Examination
    2015-06-02

View on SEC IAPD

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