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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 | 2026-06-04 |
Branch Locations
1401 East Campbell Road, Richardson, TX 75081 • United States
120 North Coit Road, Richardson, TX 75080 • United States
111 North Glenbrook Drive, Garland, TX 75040 • United States
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 |
|---|---|---|---|---|
| Pnc Wealth Management | Richardson | TX | 05/2026 | Present |
| Unemployed | Dallas | TX | 07/2018 | 08/2018 |
| Edward Jones | St Louis | MO | 09/2018 | 10/2024 |
| Texas A&M University | College Station | TX | 08/2016 | 05/2018 |
| Northwestern Mutual | College Station | TX | 01/2018 | 06/2018 |
| Metro Mechanical Inc | Mesquite | TX | 05/2016 | 07/2017 |
| Unemployeed | Forney | TX | 10/2024 | 02/2025 |
| Texas Securities, Inc. | Carrollton | TX | 02/2025 | 04/2025 |
| Nylife Securities Llc | Dallas | TX | 07/2025 | 05/2026 |
| New York Life Insurance | Dallas | TX | 07/2025 | 05/2026 |
| Unemployed | Forney | TX | 05/2025 | 06/2025 |
February 16, 2025 / Owner / Lacefield Holding LLC / Non-Investment related / Zero hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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