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.

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

May 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

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Sep 14, 2016

First registration

Jun 29, 2018

Dual registered

yes, broker-dealer

Other names

CHELSEA J. HOFFMAN|Chelsea Jessica Hoffman|Chelsea Jessica Hoffman Brown

IAPD individual key

6696446

• Occurred

  Nov 25, 2024
  Advisor changed firm

  Chelsea Brown left Next Financial Group, Inc. for Pnc Wealth Management (registered 2024-12-04)

  Form ADVobserved 5 days ago
• Occurred

  Apr 25, 2023
  Advisor changed firm

  Chelsea Brown left Eagle Strategies Llc for Next Financial Group, Inc. (registered 2023-05-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:696181ae-b10f-34c5-cd56-e4904da94732

First observed

Jun 29, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.