DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PNC WEALTH MANAGEMENT
HARTLAND, MI | BRIGHTON, MI | HOWELL, MI
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 | Oct 1, 2025 | n/a | yes | BRIGHTON, MI|HOWELL, MI|HARTLAND, MI | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 14, 2024 | Sep 23, 2025 | no | TROY, MI | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Nov 10, 2023 | Nov 14, 2024 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | PNC WEALTH MANAGEMENT | Sep 23, 2025 | Oct 1, 2025 | 8 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | LPL ENTERPRISE, LLC | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8733:129052:MI:2025-09-23 | Sep 23, 2025 | Oct 1, 2025 | TROY, MI | Firm change |