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Reading the graph
Advisor at PNC WEALTH MANAGEMENT
WESTMINSTER, MD
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 | Aug 25, 2026 | n/a | yes | WESTMINSTER, MD | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 23, 2018 | Aug 18, 2026 | no | HUNT VALLEY, MD|Union Bridge, MD|JACKSONVILLE, FL|HUNT VALLEY, MD|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC WEALTH MANAGEMENT | Aug 18, 2026 | Aug 25, 2026 | 7 | Firm change | Wirehouse to ibd |