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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Madison | WI | 08/2009 | 08/2018 |
| U.S. Bancorp Investments, Inc. | Madison | WI | 08/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 11/2018 | 03/2020 |
| Joint Construction Llc | Cottage Grove | WI | 10/2018 | 11/2018 |
| Bank Of America, N.A. | Madison | WI | 01/2019 | 03/2020 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 03/2020 | 12/2020 |
| Pnc Investments Llc | Pittsburg | PA | 04/2022 | Present |
| Bmo Harris Bank | Madison | WI | 01/2021 | 04/2022 |
| Bass Pro Outdoor World Llc | Sun Prairie | WI | 08/2021 | Present |
1. Name: Cabelas/ Bass Pro LLC / Job Title: Retail Outfitter- Firearms Sales / Job responsibilities: POSITION SUMMARY: Performs various Selling and Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner, handling merchandise with care providing information, assistance, and direction to customers. ESSENTIAL FUNCTIONS: Supports a strong commitment to world class customer service and ensures a pleasant and productive shopping experience for all customers, Insure a pleasant and productive shopping experience for all customers, Demonstrate product to customers, Replenish product on shelves as required per merchandising guidelines, Remains product expert through ongoing product knowledge training, Knowledgeable of advertised sales; maintain pricing and signing, Assist with Seasonal floor merchandise moves, Restock merchandise as required, Keeps work area clean, neat and well stocked with supplies, Follows all Company Policies and Procedures, Provide a legendary experience for every customer, every time by assisting customers in making buying decisions by: Identifying and evaluating customers' needs, Making product recommendations based off of this analysis, Promoting programs including, but not limited to CLUB Membership, VOC and In-Store Pick-up / State: Wisconsin / Website Address (if known): https://www.cabelas.com / Additional Comments: This is part time employment at night and on the weekends, which would not interfere with my job duties at PNC. My employment started with Cabelas in September of 2021. //
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-13 |
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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