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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

ROBERTO ESCOBAR

Advisor at PNC WEALTH MANAGEMENT

EDINBURG, TX | MCALLEN, TX

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Search this name across graphsid dfx:ria:bc85ede6-6f75-f12c-ae21-8043dc0291d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2003 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: Jul 8, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 8, 2000
First registration: Nov 25, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4160374

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	Aug 19, 2021	n/a	yes	MCALLEN, TX\|EDINBURG, TX	Current employment
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Jan 12, 2022	Nov 22, 2023	no	McAllen, TX	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Nov 26, 2010	Dec 31, 2021	no	MCALLEN, TX\|Hidalgo, TX\|MCALLEN, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Aug 12, 2005	Nov 1, 2010	no	BROWNSVILLE, TX\|CHICAGO, IL	Previous registration
FINTEGRA, LLC	Former SEC adviser	Jun 4, 2004	Jul 26, 2005	no	BROWNSVILLE, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Nov 25, 2003	May 27, 2004	no	HOUSTON, TX	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
PNC MANAGED ACCOUNT SOLUTIONS, INC.	n/a	Nov 22, 2023	n/a	n/a	Departure no registered destination	Departure
PNC MANAGED ACCOUNT SOLUTIONS, INC.	PNC WEALTH MANAGEMENT	Dec 31, 2021	Aug 19, 2021	-134	Firm change after gap	Ibd to ibd
CHASE INVESTMENT SERVICES CORP.	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Nov 1, 2010	Nov 26, 2010	25	Firm change	Other
FINTEGRA, LLC	CHASE INVESTMENT SERVICES CORP.	Jul 26, 2005	Aug 12, 2005	17	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	FINTEGRA, LLC	May 27, 2004	Jun 4, 2004	8	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
110476:129052:TX:2021-12-31	Dec 31, 2021	Aug 19, 2021	MCALLEN, TX	Firm change after gap

Relationships

Registered with (4)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 19, 2021 to presentfactForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Jan 12, 2022 to Nov 22, 2023factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Aug 12, 2005 to Nov 1, 2010factForm ADV
→ FINTEGRA, LLCRegistered adviserregistration: previous registration
Jun 4, 2004 to Jul 26, 2005factForm ADV

Dated events

Occurred
Nov 22, 2023
Advisor departed, no destination yet
Roberto Escobar no longer registered at Pnc Managed Account Solutions, Inc.; no later IA registration on IAPD
Form ADVobserved 6 days ago