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Advisor at PNC WEALTH MANAGEMENT
WADSWORTH, 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 | Sep 24, 2013 | n/a | yes | WADSWORTH, OH | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 13, 2009 | Jan 10, 2013 | no | CUYAHOGA FALLS, OH | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Oct 29, 2009 | Nov 13, 2009 | no | CLEVELAND, OH|CUYAHOGA FALLS, OH | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 17, 2003 | Aug 10, 2004 | no | Oh | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATCITY INVESTMENTS, INC. | PNC WEALTH MANAGEMENT | Nov 13, 2009 | Nov 13, 2009 | 0 | Bulk transfer | Other |
| CHARLES SCHWAB & CO., INC. | NATCITY INVESTMENTS, INC. | Aug 10, 2004 | Oct 29, 2009 | 1,906 | Firm change after gap | Other |