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Jonathan Andrew Daniels

Pnc Wealth Management LLC

Versailles, KY

Richmond, KY

London, KY

CRD 6388436

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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
KY RA APPROVED 2017-01-25
  • KY RA
    APPROVED
    Since 2017-01-25

Branch Locations

442 Lexington Road, Versailles, KY 40383 • United States

520 Eastern Byp, Richmond, KY 40475 • United States

1801 Highway 192 W, London, KY 40741 • 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
Mass Mutual Lexington KY 07/2016 01/2017
Pnc Investments Lexington KY 01/2017 Present
  • 07/2016 → 01/2017
    Mass Mutual
    Lexington, KY
  • 01/2017 → Present
    Pnc Investments
    Lexington, KY
Previous Registrations
  • 2016-01-27 → 2017-01-10
    Msi Financial Services, Inc.
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
S63 Uniform Securities Agent State Law Examination 2015-02-23
  • S66 Uniform Combined State Law Examination
    2016-01-12
  • S63 Uniform Securities Agent State Law Examination
    2015-02-23
Other Names
  • Andrew Daniels

View on SEC IAPD

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