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Advisor at PNC WEALTH MANAGEMENT
MAUMEE, OH | OREGON, OH | PERRYSBURG, 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 | Aug 27, 2026 | n/a | yes | MAUMEE, OH|PERRYSBURG, OH|OREGON, OH | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 27, 2026 | n/a | yes | MAUMEE, OH|PERRYSBURG, OH|OREGON, OH | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | PERRYSBURG, OH|NAPOLEON, OH | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Sep 14, 2026 | no | PERRYSBURG, OH|RIDGEVILLE CORNERS, OH|NAPOLEON, OH|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 15, 2023 | Mar 31, 2025 | no | PERRYSBURG, OH | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 15, 2023 | Mar 31, 2025 | no | PERRYSBURG, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 16, 2022 | Oct 17, 2023 | no | TOLEDO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | PNC WEALTH MANAGEMENT | Sep 14, 2026 | Aug 27, 2026 | -18 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| WELLS FARGO ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 17, 2023 | Dec 15, 2023 | 59 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:129052:MA:2026-08-31 | Sep 14, 2026 | Aug 27, 2026 | BOSTON, MA | Firm change |