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Advisor at PNC WEALTH MANAGEMENT
Bel Air, MD
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 | Jun 4, 2026 | n/a | yes | Bel Air, MD | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 13, 2022 | Jun 1, 2026 | no | Baltimore, MD|Severna Park, MD|Bowie, MD|Ijamsville, MD|Nottingham, MD|Annapolis, MD|Bowie, MD|Cockeysville, MD|Baltimore, MD|Baltimore, MD|Towson, MD|Laurel, MD|Nottingham, MD|College Park, MD|Lutherville Timonium, MD|Baltimore, MD|Dundalk, MD|Lutherville Timonium, MD|Baltimore, MD|Prince Frederick, MD|Baltimore, MD|Baltimore, MD|Baltimore, MD|SYRACUSE, NY|Baltimore, MD|Nottingham, MD|California, MD|Elkridge, MD|Frederick, MD|Fulton, MD|Columbia, MD|Bel Air, MD | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 18, 2016 | Apr 21, 2022 | no | HUNT VALLEY, MD|BEL AIR, MD|COLUMBIA, MD|BEL AIR, MD|BEL AIR, MD|COLUMBIA, MD|NEW YORK, NY|BETHESDA, MD|COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | PNC WEALTH MANAGEMENT | Jun 1, 2026 | Jun 4, 2026 | 3 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Apr 21, 2022 | May 13, 2022 | 22 | Firm change | Wirehouse to wirehouse |