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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 | 2021-08-18 |
Branch Locations
9103 Woodway Drive, Woodway, TX 76712 • United States
4010 Bellmead Drive, Bellmead, TX 76705 • United States
1227 North Valley Mills Drive, Waco, TX 76710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 08/2009 | 08/2021 |
| Bbva Securities Inc. | Waco | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 11/1993 | 08/2021 |
| Bbva Wealth Solutions Inc. | Waco | TX | 03/2017 | 08/2021 |
| Graves Farms | Valley Mills | TX | 01/2019 | Present |
| Dirt Roads & Lace | Valley Mills | TX | 09/2019 | Present |
| Plunder Designs | Valley Mills | TX | 07/2019 | Present |
| Pnc Investments | Waco | TX | 08/2021 | Present |
1) 01/05/2019 / Owner / Graves Farm / Non-Investment related / Zero hours during trading hours 2) 09/01/2019 / Consultant / Dirt Roads and Lace / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-26 |
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