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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 | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Activeops | Irving | TX | 12/2020 | 12/2021 |
| Empyra | Irving | TX | 05/2019 | 12/2020 |
| The Millennium Alliance | Manhattan | NY | 05/2018 | 04/2019 |
| Atlantic Tomorrows Office | Manhattan | NY | 11/2017 | 05/2018 |
| Nigel Frank International | Manhattan | NY | 01/2017 | 11/2017 |
| American Income Life | West Orange | NJ | 04/2016 | 01/2017 |
| Fusco Property Ventures | Dallas | TX | 01/2022 | 05/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2022 | 07/2022 |
| Thrivent Investment Management Inc | Allen | TX | 07/2023 | 05/2025 |
| Navex | Lake Oswego | OR | 06/2022 | 07/2023 |
| Thrivent Financial | Appleton | WI | 09/2023 | 01/2024 |
| Thrivent Financial | Allen | TX | 01/2024 | 05/2025 |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2025 | 12/2025 |
| Financial & Tax Architects, Llc | Plano | TX | 12/2025 | 03/2026 |
| Pnc Wealth Management | Dallas | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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