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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

Robert J Cullen

Advisor at PNC WEALTH MANAGEMENT

NILES, IL

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Search this name across graphsid dfx:ria:509ec821-8cb3-7a71-e39d-07272f97f507

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 2, 2016 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: Dec 13, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 13, 2005
First registration: Nov 2, 2016
Dual registered: yes, broker-dealer
Other names: BOB JAMES CULLEN|Robert J Cullen|Robert James Cullen|ROBERT CULLEN|Bob Cullen
IAPD individual key: 5062769

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	Jul 6, 2026	n/a	yes	NILES, IL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2023	Jun 10, 2026	no	Itasca, IL\|Mount Prospect, IL	Previous registration
EDWARD JONES	National bd RIA	May 17, 2021	Aug 21, 2023	no	PALATINE, IL\|ST LOUIS, MO\|PALATINE, IL\|Mt Prospect, IL\|ARLINGTON HEIGHTS, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 10, 2019	Jan 26, 2021	no	HIGHLAND PARK, IL\|Winnetka, IL\|Chicago, IL\|Schaumburg, IL	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Apr 4, 2017	Jan 9, 2019	no	SCHAUMBURG, IL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Nov 2, 2016	Mar 17, 2017	no	HIGHLAND PARK, IL\|NORTHBROOK, 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
AMERIPRISE FINANCIAL SERVICES, LLC	PNC WEALTH MANAGEMENT	Jun 10, 2026	Jul 6, 2026	26	Firm change	Ibd to ibd
EDWARD JONES	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 21, 2023	Oct 5, 2023	45	Firm change	Ibd to ibd
CITIGROUP GLOBAL MARKETS INC.	EDWARD JONES	Jan 26, 2021	May 17, 2021	111	Firm change	Ibd to ibd
BMO HARRIS FINANCIAL ADVISORS, INC	CITIGROUP GLOBAL MARKETS INC.	Jan 9, 2019	Jan 10, 2019	1	Firm change	Ibd to ibd
FIFTH THIRD SECURITIES, INC.	BMO HARRIS FINANCIAL ADVISORS, INC	Mar 17, 2017	Apr 4, 2017	18	Firm change	Other

Relationships

Registered with (6)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2023 to Jun 10, 2026factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 17, 2021 to Aug 21, 2023factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 10, 2019 to Jan 26, 2021factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Apr 4, 2017 to Jan 9, 2019factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Nov 2, 2016 to Mar 17, 2017factForm ADV

Dated events

Occurred
Jun 10, 2026
Advisor changed firm
Robert J Cullen left Ameriprise Financial Services, Llc for Pnc Wealth Management (registered 2026-07-06)
Form ADVobserved 4 days ago
Occurred
Aug 21, 2023
Advisor changed firm
Robert J Cullen left Edward Jones for Ameriprise Financial Services, Llc (registered 2023-10-05)
Form ADVobserved 4 days ago