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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

BRYAN MARTIN TREJO

Advisor at PNC WEALTH MANAGEMENT

VIENNA, VA | MCLEAN, VA

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Search this name across graphsid dfx:ria:b79c262a-4fb2-8ff8-13ab-06d0f9f94873

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 9, 2013 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: Apr 8, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 8, 2013
First registration: Apr 9, 2013
Dual registered: yes, broker-dealer
Other names: BRYAN M TREJO
IAPD individual key: 6122925

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	Nov 20, 2023	n/a	yes	MCLEAN, VA\|VIENNA, VA\|VIENNA, VA	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 19, 2020	Dec 31, 2020	no	Washington DC, DC	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 19, 2020	Jan 8, 2021	no	WASHINGTON, DC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 6, 2015	Feb 3, 2020	no	Washington, DC\|WASHINGTON, DC\|Washington, DC\|Washington, DC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 9, 2013	Apr 1, 2015	no	VIENNA, VA	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
TD AMERITRADE, INC.	PNC WEALTH MANAGEMENT	Jan 8, 2021	Nov 20, 2023	1,046	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Mar 19, 2020	-287	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 3, 2020	Mar 19, 2020	45	Firm change	Ibd to RIA
PNC WEALTH MANAGEMENT	CITIGROUP GLOBAL MARKETS INC.	Apr 1, 2015	May 6, 2015	35	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129052:7059:VA:2015-04-01	Apr 1, 2015	May 6, 2015	VIENNA, VA	Firm change

Relationships

Registered with (4)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 9, 2013 to Apr 1, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 19, 2020 to Jan 8, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 19, 2020 to Dec 31, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 6, 2015 to Feb 3, 2020factForm ADV

Dated events

No dated event names this entity yet.