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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2017 | 03/2019 |
| Liberty Mutual Insurance | Heathrow | FL | 06/2014 | 05/2017 |
| Unemployed | Orlando | FL | 05/2017 | 11/2017 |
| Robinhood Financial, Llc | Lake Mary | FL | 03/2019 | 09/2023 |
| Robinhood Markets, Inc | Lake Mary | FL | 06/2022 | 09/2023 |
| Unemployed | Orlando | FL | 09/2023 | 02/2024 |
| Aca Group | Orlando | FL | 02/2024 | 05/2024 |
| Webull Financial Llc | St. Petersburg | FL | 05/2024 | 09/2024 |
| Pnc Wealth Management | Tampa | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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