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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
MI RA APPROVED 2025-06-26
  • MI RA
    APPROVED
    Since 2025-06-26

Branch Locations

767 W Big Beaver Rd, Troy, MI 48084 • United States

725 E Big Beaver Road, Troy, MI 48083 • United States

34953 Woodward Ave, Birmingham, MI 48009 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities Llc Troy MI 08/2023 11/2024
Freedom Mortgage Fishers IN 05/2020 11/2022
Mortgage 1 Sterling Heights MI 12/2018 05/2020
Bank Of America/Hcl America Troy MI 11/2012 12/2018
Unemployed Shelby Twp MI 12/2022 08/2023
The Prudential Insurance Company Of America Troy MI 11/2023 06/2025
Lpl Enterprise, Llc Troy MI 11/2024 06/2025
Pnc Investments, Llc Troy MI 06/2025 Present
  • 08/2023 → 11/2024
    Troy, MI
  • 05/2020 → 11/2022
    Freedom Mortgage
    Fishers, IN
  • 12/2018 → 05/2020
    Mortgage 1
    Sterling Heights, MI
  • 11/2012 → 12/2018
    Bank Of America/Hcl America
    Troy, MI
  • 12/2022 → 08/2023
    Unemployed
    Shelby Twp, MI
  • 11/2023 → 06/2025
    The Prudential Insurance Company Of America
    Troy, MI
  • 11/2024 → 06/2025
    Troy, MI
  • 06/2025 → Present
    Pnc Investments, Llc
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-27
  • S66 Uniform Combined State Law Examination
    2023-10-27
Other Names
  • Joshua Ray Lindamood

View on SEC IAPD

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