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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-14
  • NC RA
    APPROVED
    Since 2025-02-14

Branch Locations

249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States

Mint Hill, NC • 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 Investments Llc Mint Hill NC 01/2022 Present
Pnc Bank Monroe NC 09/2020 01/2022
Charlotte National Golf Club Indian Trail NC 04/2020 09/2020
Globe Life Liberty National Division Wilmington NC 11/2019 04/2020
Northwestern Mutual Wilmington NC 05/2018 01/2019
University Of North Carolina At Wilmington Wilmington NC 08/2015 08/2019
Charlotte National Golf Club Indian Trail NC 01/2013 08/2017
  • 01/2022 → Present
    Pnc Investments Llc
    Mint Hill, NC
  • 09/2020 → 01/2022
    Pnc Bank
    Monroe, NC
  • 04/2020 → 09/2020
    Charlotte National Golf Club
    Indian Trail, NC
  • 11/2019 → 04/2020
    Globe Life Liberty National Division
    Wilmington, NC
  • 05/2018 → 01/2019
    Northwestern Mutual
    Wilmington, NC
  • 08/2015 → 08/2019
    University Of North Carolina At Wilmington
    Wilmington, NC
  • 01/2013 → 08/2017
    Charlotte National Golf Club
    Indian Trail, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-13
S63 Uniform Securities Agent State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2025-02-13
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03

View on SEC IAPD

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