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.

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

Dec 27, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Dec 27, 2012

First registration

Jun 21, 2017

Dual registered

yes, broker-dealer

Other names

MAXWELL S DEOREO|MAXWELL SCHULTE DEOREO|Max DeOreo

IAPD individual key

6136862

• Occurred

  May 20, 2026
  Advisor changed firm

  Maxwell Deoreo left Advice And Planning Services for Pnc Wealth Management (registered 2026-05-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bee104e8-4bb7-1739-9676-9c8c9cc3b92a

First observed

Jun 21, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.