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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-06 |
| IA | RA | APPROVED | 2024-04-05 |
| IL | RA | APPROVED | 2024-01-08 |
Branch Locations
1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States
Reynoldsburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First United Pentecostal Church | Bloomington | IL | 03/2016 | Present |
| State Farm Bank | Bloomington | IL | 03/2016 | 04/2018 |
| New York Life Insurance Company | Downers Grove | IL | 03/2018 | 05/2019 |
| Nylife Securities Llc | Downers Grove | IL | 06/2018 | 05/2019 |
| Mutual Of Omaha | Bloomington | IL | 05/2019 | 11/2019 |
| Mutual Of Omaha Investor Services | Bloomington | IL | 05/2019 | 11/2019 |
| Pnc Investments | Bloomington | IL | 12/2019 | 08/2022 |
| Pnc Investments Llc | Austin | TX | 01/2024 | Present |
| Pnc Bank | Bloomington | IL | 08/2023 | 12/2023 |
| Mas Cleaning Solutions | Bloomington | IL | 08/2022 | 12/2023 |
09/2024 / Ministry Team Member / Grace Apostolic Ministry Team / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-29 |
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