Best Investors Account Sign in
Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-21
  • PA RA
    APPROVED
    Since 2025-11-21

Branch Locations

337 North Pottstown Pike, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank West Chester PA 01/2017 12/2020
The Source (Bell Canada) Pickering And Mississuaga 10/2011 12/2016
Pnc Investments Pittsburgh PA 05/2018 10/2018
Pnc Investments Llc Horsham PA 05/2025 Present
Pnc Bank Remote PA 01/2021 Present
  • 01/2017 → 12/2020
    Pnc Bank
    West Chester, PA
  • 10/2011 → 12/2016
    The Source (Bell Canada)
    Pickering And Mississuaga
  • 05/2018 → 10/2018
    Pnc Investments
    Pittsburgh, PA
  • 05/2025 → Present
    Pnc Investments Llc
    Horsham, PA
  • 01/2021 → Present
    Pnc Bank
    Remote, PA
Other Businesses

06/01/2017 / Landlord / Rental Property / Non-Investment related / Zero hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
S63 Uniform Securities Agent State Law Examination 2018-08-19
  • S66 Uniform Combined State Law Examination
    2025-11-20
  • S63 Uniform Securities Agent State Law Examination
    2018-08-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Exton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor