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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 | 2026-07-01 |
Branch Locations
3230 Camp Bowie Blvd Ste 610, Fort Worth, TX 76107 • United States
200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 11/2022 | 02/2024 |
| Tiaa | Lewisville | TX | 11/2022 | 02/2024 |
| Unemployed | Saginaw | TX | 08/2022 | 10/2022 |
| Charles Schwab | Westlake | TX | 05/2022 | 08/2022 |
| Unemployed | Saginaw | TX | 05/2022 | 06/2022 |
| Mindlance | Westlake | TX | 01/2022 | 07/2022 |
| Taco Bell | Haslet | TX | 10/2021 | 12/2021 |
| Conservation Construction Of Texas | Arlington | TX | 02/2021 | 10/2021 |
| Amazon | Carrrollton | TX | 06/2020 | 01/2021 |
| Unemployed | Coppell | TX | 03/2020 | 06/2020 |
| Grapevine Lincoln Ford | Grapevine | TX | 12/2019 | 03/2020 |
| Chipotle | Coppell | TX | 06/2019 | 01/2020 |
| Unemployed | Denton | TX | 07/2018 | 06/2019 |
| Taco Bell | Coppell | TX | 10/2015 | 06/2018 |
| Prospera Financial Services Inc | Dallas | TX | 03/2024 | 04/2026 |
| Prospera Financial Services Inc | Dallas | TX | 04/2026 | 06/2026 |
| Pnc Wealth Management | Fort Worth | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-27 |
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