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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
1701 North Main Street, Taylor, TX 76574 • United States
895 North Ih 35, Round Rock, TX 78664 • United States
722 Us Hwy 79 Ste 100, Hutto, TX 78634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Taylor | TX | 08/2009 | 08/2021 |
| Bbva Securities Inc. | Taylor | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency Inc. | Austin | TX | 06/1987 | 08/2021 |
| Bbva Wealth Solutions, Inc | Taylor | TX | 05/2021 | 08/2021 |
| Pnc Investments | Round Rock | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-05 |
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