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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-16 |
Branch Locations
12951 North Dale Mabry Highway, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 11/2024 | 02/2026 |
| New York Life Insurance Company | Maitland | FL | 07/2024 | 09/2024 |
| Escalona & Partners Insurance Agency | Kissimmee | FL | 01/2022 | 07/2024 |
| Nnn Capital | Orlando | FL | 08/2023 | 12/2023 |
| Seaworld Parks & Entertainment | Orlando | FL | 09/2022 | 11/2022 |
| Seaworld Parks & Entertainment | Orlando | FL | 09/2021 | 11/2021 |
| L&S Logistics | Orlando | FL | 05/2021 | 12/2021 |
| University Of Central Florida | Orlando | FL | 01/2021 | 08/2024 |
| Valencia College | Kissimmee | FL | 06/2018 | 12/2020 |
| Professional And Technical High School | Kissimmee | FL | 08/2016 | 05/2020 |
| Pnc Wealth Management | Tampa | FL | 02/2026 | Present |
| Pnc Bank | Tampa | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-22 |
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