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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-04
  • IN RA
    APPROVED
    Since 2024-12-04

Branch Locations

802 E Dupont Rd, Fort Wayne, IN 46825 • United States

220 W. Market Street, Warsaw, IN 46580 • 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
Unemployed Fort Wayne IN 05/2016 10/2016
Axa Advisors, Llc New York NY 10/2016 01/2018
Nylife Securities Llc Fort Wayne IN 03/2018 04/2023
Neil Bryson Fort Wayne IN 02/2018 01/2020
Eagle Strategies Llc Fort Wayne IN 06/2018 04/2023
New York Life Insurance Fort Wayne IN 01/2020 04/2023
Inheritance Financial Solutions Fort Wayne IN 05/2023 02/2024
Next Financial Group Fort Wayne IN 05/2023 11/2024
Pnc Investments Warsaw IN 12/2024 Present
  • 05/2016 → 10/2016
    Unemployed
    Fort Wayne, IN
  • 10/2016 → 01/2018
    Axa Advisors, Llc
    New York, NY
  • 03/2018 → 04/2023
    Nylife Securities Llc
    Fort Wayne, IN
  • 02/2018 → 01/2020
    Neil Bryson
    Fort Wayne, IN
  • 06/2018 → 04/2023
    Fort Wayne, IN
  • 01/2020 → 04/2023
    New York Life Insurance
    Fort Wayne, IN
  • 05/2023 → 02/2024
    Inheritance Financial Solutions
    Fort Wayne, IN
  • 05/2023 → 11/2024
    Next Financial Group
    Fort Wayne, IN
  • 12/2024 → Present
    Pnc Investments
    Warsaw, IN
Previous Registrations
  • 2023-05-05 → 2024-11-25
    Next Financial Group, Inc.
    Fort Wayne, IN
  • 2018-06-29 → 2023-04-25
    Fort Wayne, IN
Other Businesses

02-2019 / Landlord / Rental Property - Duplex / Non-Investment related / No hours during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-24
S63 Uniform Securities Agent State Law Examination 2016-09-14
  • S65 Uniform Investment Adviser Law Examination
    2018-04-24
  • S63 Uniform Securities Agent State Law Examination
    2016-09-14
Designations
Other Names
  • Chelsea J. Hoffman
  • Chelsea Jessica Hoffman
  • Chelsea Jessica Hoffman Brown

View on SEC IAPD

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