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Advisor at PNC WEALTH MANAGEMENT
PITTSBURGH, PA | Noblesville, IN
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 | May 8, 2024 | n/a | yes | Noblesville, IN|PITTSBURGH, PA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Aug 29, 2022 | Apr 10, 2023 | no | NOBLESVILLE, IN | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 28, 2020 | May 18, 2021 | no | Indianapolis, IN | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Sep 9, 2002 | Nov 4, 2002 | no | FISHERS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | PNC WEALTH MANAGEMENT | Apr 10, 2023 | May 8, 2024 | 394 | Firm change | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | CETERA INVESTMENT ADVISERS LLC | May 18, 2021 | Aug 29, 2022 | 468 | Firm change after gap | Ibd to ibd |
| CUSO FINANCIAL SERVICES, L.P. | CHARLES SCHWAB & CO., INC. | Nov 4, 2002 | Feb 28, 2020 | 6,325 | Firm change after gap | Other |