Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-03-26 |
Branch Locations
2205 North Collins Street, Arlington, TX 76011 • United States
2016 West Rosedale Street, Ft. Worth, TX 76104 • United States
1689 Eastchase Parkway, Fort Worth, TX 76120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Worth | TX | 04/2017 | 12/2018 |
| Unemployed | Arlington | TX | 08/2016 | 04/2017 |
| Unemployed | Arlington | TX | 12/2018 | 03/2019 |
| Voya Investment Management | Altanta | GA | 03/2019 | 04/2021 |
| Voya Investments Distributor, Llc | Windsor | CT | 03/2019 | 04/2021 |
| Voya Investment Management Co. Llc | New York | NY | 03/2019 | 04/2021 |
| Howard Capital Management | Roswell | GA | 04/2021 | 09/2022 |
| Badger Creek Advisors, Llc | Atlanta | GA | 06/2023 | 12/2023 |
| Coppell Advisory Solutions Llc | Coppell | TX | 01/2024 | 02/2026 |
| Preferred Capital Securities | Atlanta | GA | 09/2022 | 12/2023 |
| Pnc Wealth Management | Fort Worth | TX | 03/2026 | Present |
| Unemployed | Arlington | TX | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-30 |
| S66 | Uniform Combined State Law Examination | 2018-08-08 |
Reach out to this advisor