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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

CLAUDE WILSON

Advisor at PNC WEALTH MANAGEMENT

CHAMPAIGN, IL | URBANA, IL

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Search this name across graphsid dfx:ria:3bd3d118-9147-89f2-535a-e0933de71f38

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Feb 21, 2019 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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 19, 2019
First registration: Feb 21, 2019
Dual registered: yes, broker-dealer
Other names: Claude Wilson|Claude J Wilson|CLAUDE J. WILSON
IAPD individual key: 7050519

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	Sep 19, 2025	n/a	yes	CHAMPAIGN, IL\|URBANA, IL	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	May 19, 2023	Sep 19, 2025	no	TUSCOLA, IL	Previous registration
COMMERCE BROKERAGE SERVICES, INC	Former SEC adviser	Jun 20, 2022	May 9, 2023	no	ST. LOUIS, MO\|KANSAS CITY, MO\|Shawnee, KS	Previous registration
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Mar 23, 2021	Apr 14, 2022	no	Champaign, IL\|MIAMI, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jan 15, 2020	Mar 4, 2021	no	CHAMPAIGN, IL	Previous registration
EDWARD JONES	National bd RIA	Feb 21, 2019	Oct 1, 2019	no	Paxton, IL\|ST LOUIS, MO\|PAXTON, IL\|CHAMPAIGN, IL\|ST LOUIS, MO\|PAXTON, IL\|Paxton, IL	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
CETERA INVESTMENT ADVISERS LLC	PNC WEALTH MANAGEMENT	Sep 19, 2025	Sep 19, 2025	0	Firm change	Ibd to ibd
COMMERCE BROKERAGE SERVICES, INC	CETERA INVESTMENT ADVISERS LLC	May 9, 2023	May 19, 2023	10	Firm change	RIA to ibd
SANCTUARY ADVISORS, LLC	COMMERCE BROKERAGE SERVICES, INC	Apr 14, 2022	Jun 20, 2022	67	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	SANCTUARY ADVISORS, LLC	Mar 4, 2021	Mar 23, 2021	19	Firm change	Wirehouse to ibd
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Oct 1, 2019	Jan 15, 2020	106	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 19, 2025 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
May 19, 2023 to Sep 19, 2025factForm ADV
→ COMMERCE BROKERAGE SERVICES, INCRegistered adviserregistration: previous registration
Jun 20, 2022 to May 9, 2023factForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 23, 2021 to Apr 14, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jan 15, 2020 to Mar 4, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 21, 2019 to Oct 1, 2019factForm ADV

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
Claude Wilson left Cetera Investment Advisers Llc for Pnc Wealth Management (registered 2025-09-19)
Form ADVobserved 5 days ago
Occurred
May 9, 2023
Advisor changed firm
Claude Wilson left Commerce Brokerage Services, Inc for Cetera Investment Advisers Llc (registered 2023-05-19)
Form ADVobserved 5 days ago
Occurred
Apr 14, 2022
Advisor changed firm
Claude Wilson left Sanctuary Advisors, Llc for Commerce Brokerage Services, Inc (registered 2022-06-20)
Form ADVobserved 5 days ago