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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

MATTHEW WILSON

Advisor at PNC WEALTH MANAGEMENT

LOUISVILLE, KY

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Search this name across graphsid dfx:ria:350de796-d53b-0bd0-4cfb-defc20b6430f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 3, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 3, 2010
First registration: Mar 4, 2010
Dual registered: yes, broker-dealer
Other names: MATTHEW DOUGLAS WILSON
IAPD individual key: 5743283

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Mar 3, 2026	n/a	yes	LOUISVILLE, KY\|LOUISVILLE, KY	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 16, 2020	Oct 23, 2024	no	LOUISVILLE, KY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 1, 2016	Oct 3, 2019	no	LOUISVILLE, KY\|LOUISVILLE, KY	Previous registration
MORGAN STANLEY	Wirehouse	Mar 4, 2010	Nov 18, 2010	no	LOUISVILLE, KY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PNC WEALTH MANAGEMENT	Oct 23, 2024	Mar 3, 2026	496	Firm change after gap	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 3, 2019	Jul 16, 2020	287	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Nov 18, 2010	Sep 1, 2016	2,114	Firm change after gap	Wirehouse to wirehouse

Relationships

Registered with (4)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 3, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 16, 2020 to Oct 23, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 1, 2016 to Oct 3, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 4, 2010 to Nov 18, 2010factForm ADV

Dated events

Occurred
Oct 23, 2024
Advisor changed firm
Matthew Wilson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Pnc Wealth Management (registered 2026-03-03)
Form ADVobserved 6 days ago