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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-22 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Modern Woodmen Of America | Gainesville | FL | 05/2017 | 02/2019 |
| Aba Associates | Gainesville | FL | 08/2014 | 10/2016 |
| Mwa Financial Services Inc | Gainesville | FL | 04/2018 | 02/2019 |
| J.P. Morgan Securities, Llc | Gainesville | FL | 05/2019 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Gainesville | FL | 05/2019 | 07/2019 |
| Allstate | Gainesville | FL | 03/2019 | 04/2019 |
| Unemployed | Gainesville | FL | 11/2016 | 05/2017 |
| Mutual Of Omaha Investor Services | Gainsville | FL | 09/2019 | 03/2021 |
| Mutual Of Omaha Insurance Company | Gainsville | FL | 09/2019 | 03/2021 |
| Massmutual Life Insurance Company | Gainesville | FL | 03/2021 | 11/2021 |
| Mml Investors Services, Llc | Gainesville | FL | 04/2021 | 11/2021 |
| Valic Financial Advisors, Inc. | Durham | NC | 12/2021 | 01/2023 |
| Pnc Investments Llc | Pittsboro | NC | 03/2023 | Present |
07/01/2023 / Delivery Driver / Doordash / Non-Investment Related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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