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Advisor at PNC CAPITAL ADVISORS LLC
BALTIMORE, MD | Dallas, TX
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 CAPITAL ADVISORS LLC | Other adviser | Mar 26, 2018 | n/a | yes | Dallas, TX|BALTIMORE, MD | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 8, 2016 | Jan 30, 2018 | no | DALLAS, TX|FRISCO, TX|DALLAS, TX | Previous registration |
| AVONDALE WEALTH MANAGEMENT LLC | Independent wealth | Mar 27, 2010 | Apr 25, 2012 | no | DALLAS, TX|AUSTIN, TX|WEST LAKE HILLS, TX | Previous registration |
| J.P. MORGAN ASSET MANAGEMENT | n/a | Jan 27, 2003 | Dec 31, 2005 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC CAPITAL ADVISORS LLC | Jan 30, 2018 | Mar 26, 2018 | 55 | Firm change | Other |
| AVONDALE WEALTH MANAGEMENT LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 25, 2012 | Apr 8, 2016 | 1,444 | Firm change after gap | Other |
| J.P. MORGAN ASSET MANAGEMENT | AVONDALE WEALTH MANAGEMENT LLC | Dec 31, 2005 | Mar 27, 2010 | 1,547 | Firm change after gap | Other |