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Jeremy D Cacciatore

Pnc Wealth Management LLC

Austin, TX

Missouri City, TX

CRD 5177945

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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 2022-01-19
  • TX RA
    APPROVED
    Since 2022-01-19

Branch Locations

1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States

Missouri City, TX • 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
Bbva, Usa Birmingham AL 03/2019 10/2021
Bbva Securities, Inc. Houston TX 03/2019 10/2021
Bbva Compass Insurance Agency, Inc. Austin TX 03/2019 10/2021
Lpl Financial Llc Houston TX 04/2014 03/2019
Cadence Bank Houston TX 04/2014 03/2019
Bbva Wealth Solutions Inc. Houston TX 08/2019 10/2021
Pnc Investments Llc Missouri City TX 10/2021 Present
  • 03/2019 → 10/2021
    Bbva, Usa
    Birmingham, AL
  • 03/2019 → 10/2021
    Bbva Securities, Inc.
    Houston, TX
  • 03/2019 → 10/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 04/2014 → 03/2019
    Houston, TX
  • 04/2014 → 03/2019
    Cadence Bank
    Houston, TX
  • 08/2019 → 10/2021
    Bbva Wealth Solutions Inc.
    Houston, TX
  • 10/2021 → Present
    Pnc Investments Llc
    Missouri City, TX
Previous Registrations
  • 2019-08-02 → 2021-06-02
    Pnc Managed Account Solutions, Inc.
    Houston, TX
  • 2014-04-10 → 2019-03-11
    Houston, TX
    San Diego, CA
    Houston, TX
  • 2013-10-01 → 2014-03-21
    Pnc Managed Account Solutions, Inc.
    Houston, TX
  • 2010-08-31 → 2011-07-05
    Houston, TX
    Spring, TX
    Houston, TX
  • 2006-09-07 → 2010-07-26
    Wells Fargo Investments, Llc
    Tomball, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-24
  • S66 Uniform Combined State Law Examination
    2006-08-24
Other Names
  • Jeremy David Cacciatore
  • Jeremy Cacciatore

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