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Advisor at PNC WEALTH MANAGEMENT
Centennial, CO | DENVER, CO | Aurora, CO | Denver, CO
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 26, 2026 | n/a | yes | Denver, CO|Denver, CO|Aurora, CO|Centennial, CO|DENVER, CO|Aurora, CO | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 29, 2025 | Jun 24, 2026 | no | PARKER, CO|Parker, CO|NEW YORK, NY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 11, 2018 | Mar 25, 2019 | no | PHILADELPHIA, PA|WAYNE, PA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | May 10, 2017 | Sep 11, 2018 | no | PLYMOUTH MEETING, PA|DETROIT, MI|CONSHOHOCKEN, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC WEALTH MANAGEMENT | Jun 24, 2026 | Jun 26, 2026 | 2 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 25, 2019 | Mar 29, 2025 | 2,196 | Firm change after gap | Wirehouse to wirehouse |
| CITIZENS SECURITIES, INC. | WELLS FARGO ADVISORS | Sep 11, 2018 | Oct 11, 2018 | 30 | Firm change | Ibd to wirehouse |