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.

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

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 11, 2021

First registration

Dec 6, 2022

Dual registered

yes, broker-dealer

Other names

Andrea Desiree Gutierrez Fernandez|Andrea Gutierrez|Andrea D Gutierrez|Andrea Gutierrez Fernandez|Andrea D Gutierrez Fernandez

IAPD individual key

7301434

• Occurred

  May 18, 2023
  Advisor changed firm

  Andrea D Gutierrez left Uwharrie Investment Advisors, Inc. for Pnc Wealth Management (registered 2023-05-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:22139610-bc8e-cf80-b898-376a1ebbf88c

First observed

Dec 6, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.