DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

WILLIAM SCOTT BEESON

Advisor at PNC WEALTH MANAGEMENT

CENTERVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15b4d5f1-8fed-d278-effb-cd9cee28d52e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PNC WEALTH MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 28, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 28, 2006
First registration: Nov 29, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 2420454

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 23, 2012	n/a	yes	CENTERVILLE, OH	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	May 11, 2011	Jul 5, 2012	no	Cincinnati, OH\|Cincinnati, OH\|CINCINNATI, OH\|CINCINNATI, OH\|Cincinnati, OH\|FAIRFIELD, OH\|CINCINNATI, OH\|Fairfield, OH	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Mar 31, 2009	May 2, 2011	no	Dayton, OH\|DAYTON, OH\|WEST CHESTER, OH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 29, 2006	Mar 26, 2009	no	CENTERVILLE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Jul 5, 2012	Jul 23, 2012	18	Firm change	Other
KEY INVESTMENT SERVICES LLC	U.S. BANCORP INVESTMENTS, INC.	May 2, 2011	May 11, 2011	9	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	KEY INVESTMENT SERVICES LLC	Mar 26, 2009	Mar 31, 2009	5	Firm change	Other

Relationships

Registered with (4)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 23, 2012 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
May 11, 2011 to Jul 5, 2012factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Mar 31, 2009 to May 2, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 29, 2006 to Mar 26, 2009factForm ADV

Dated events

No dated event names this entity yet.