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Advisor at PNC WEALTH MANAGEMENT
CLEVELAND, OH | Dallas, TX
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 | Dec 16, 2021 | n/a | yes | Dallas, TX|CLEVELAND, OH | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jul 6, 2016 | Nov 12, 2021 | no | Dallas, TX|Richardson, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | PNC WEALTH MANAGEMENT | Nov 12, 2021 | Dec 16, 2021 | 34 | Firm change | Ibd to ibd |