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David Anthony Woodward

Pnc Wealth Management LLC

Wilmington, DE

CRD 3188320

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-08-16
DE RA APPROVED 2004-01-01
  • PA RA
    APPROVED
    Since 2016-08-16
  • DE RA
    APPROVED
    Since 2004-01-01

Branch Locations

2751 Centerville Road Suite 208, Wilmington, DE 19808 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 01/2004 Present
  • 01/2004 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2003-05-21 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Wilmington, DE
Other Businesses

2024 / Owner - David Woodward / Rental Property / Not investment related / O hours during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-01
S63 Uniform Securities Agent State Law Examination 1999-07-15
  • S65 Uniform Investment Adviser Law Examination
    2002-11-01
  • S63 Uniform Securities Agent State Law Examination
    1999-07-15

View on SEC IAPD

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