DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PNC WEALTH MANAGEMENT
BOARDMAN, OH | STRUTHERS, OH
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 | Jul 31, 2020 | n/a | yes | BOARDMAN, OH|STRUTHERS, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 5, 2019 | Jul 23, 2020 | no | CANFIELD, OH | Previous registration |
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Nov 13, 2018 | Feb 1, 2019 | no | Warren, OH | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Mar 6, 2013 | Jul 25, 2018 | no | HERMITAGE, PA|NEW CASTLE, PA|MERCER, PA|N WILMINGTON, PA|GREENVILLE, PA|SHARON, PA|BOARDMAN, OH|GROVE CITY, PA|ERIE, PA|NEW CASTLE, PA|ERIE, PA|ELLWOOD CITY, PA|NEW CASTLE, PA|NORTH LIMA, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 1, 2007 | Feb 27, 2013 | no | EL SEGUNDO, CA|GARDEN GROVE, CA|SEAL BEACH, CA|COSTA MESA, CA|HUNTINGTON BEACH, CA|IRVINE, CA|IRVINE, CA|NEWPORT BEACH, CA|COSTA MESA, CA | Previous registration |
| ESSEX NATIONAL SECURITIES, INC. | Former SEC adviser | Sep 9, 2004 | Feb 14, 2006 | no | LA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PNC WEALTH MANAGEMENT | Jul 23, 2020 | Jul 31, 2020 | 8 | Firm change | Wirehouse to ibd |
| ALLSTATE FINANCIAL ADVISORS, LLC | WELLS FARGO ADVISORS | Feb 1, 2019 | Feb 5, 2019 | 4 | Firm change | Ibd to wirehouse |
| HUNTINGTON FINANCIAL ADVISORS | ALLSTATE FINANCIAL ADVISORS, LLC | Jul 25, 2018 | Nov 13, 2018 | 111 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | HUNTINGTON FINANCIAL ADVISORS | Feb 27, 2013 | Mar 6, 2013 | 7 | Firm change | Other |
| ESSEX NATIONAL SECURITIES, INC. | WELLS FARGO ADVISORS | Feb 14, 2006 | Feb 1, 2007 | 352 | Firm change | Other |