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Advisor at PNC WEALTH MANAGEMENT
Lexington, KY | PITTSBURGH, PA
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 | Nov 26, 2024 | n/a | yes | PITTSBURGH, PA|Lexington, KY | Current employment |
| WEALTHMD CORPORATION | Independent wealth | Jul 25, 2024 | Sep 19, 2024 | no | LOUISVILLE, KY | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Sep 6, 2023 | Feb 16, 2024 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHMD CORPORATION | PNC WEALTH MANAGEMENT | Sep 19, 2024 | Nov 26, 2024 | 68 | Firm change | RIA to ibd |
| PRUCO SECURITIES, LLC | WEALTHMD CORPORATION | Feb 16, 2024 | Jul 25, 2024 | 160 | Firm change | Ibd to RIA |