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Advisor at PNC WEALTH MANAGEMENT
COLUMBUS, 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 3, 2026 | n/a | yes | COLUMBUS, OH | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Mar 27, 2026 | Sep 1, 2026 | no | SCOTTSDALE, AZ | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 21, 2018 | Oct 12, 2025 | no | COLUMBUS, OH|WESTERVILLE, OH|Columbus, OH|New Albany, OH | Previous registration |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Mar 10, 2016 | Sep 28, 2016 | no | COLUMBUS, OH | Previous registration |
| NATIONWIDE SECURITIES, LLC | No RAUM reported | Mar 2, 2012 | Mar 21, 2016 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | PNC WEALTH MANAGEMENT | Sep 1, 2026 | Sep 3, 2026 | 2 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | OSAIC WEALTH, INC. | Oct 12, 2025 | Mar 27, 2026 | 166 | Firm change | Wirehouse to ibd |
| NATIONWIDE INVESTMENT ADVISORS, LLC | J.P. MORGAN SECURITIES LLC | Sep 28, 2016 | Jun 21, 2018 | 631 | Firm change after gap | Other |
| NATIONWIDE SECURITIES, LLC | NATIONWIDE INVESTMENT ADVISORS, LLC | Mar 21, 2016 | Mar 10, 2016 | -11 | Bulk transfer | Other |