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Advisor at PNC WEALTH MANAGEMENT
SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 30, 2021 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Feb 10, 2015 | Aug 23, 2021 | no | PHOENIX, AZ|Scottsdale, AZ | Previous registration |
| BANC ONE SECURITIES CORPORATION | n/a | Oct 30, 2002 | Oct 2, 2003 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | PNC WEALTH MANAGEMENT | Aug 23, 2021 | Aug 30, 2021 | 7 | Bulk transfer | Ibd to ibd |
| BANC ONE SECURITIES CORPORATION | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Oct 2, 2003 | Feb 10, 2015 | 4,149 | Firm change after gap | Other |