DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PNC WEALTH MANAGEMENT
INDIALANTIC, FL | MELBOURNE, FL | ROCKLEDGE, FL | COCOA, FL | WEST MELBOURNE, FL | MERRITT ISLAND, FL
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 | Jan 1, 2025 | n/a | yes | MELBOURNE, FL|WEST MELBOURNE, FL|INDIALANTIC, FL|ROCKLEDGE, FL|COCOA, FL|MERRITT ISLAND, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 23, 2022 | Mar 20, 2024 | no | PALM BAY, FL|PALM BAY, FL|MELBOURNE, FL | Previous registration |
| PROSTATIS FINANCIAL ADVISORS GROUP | Independent wealth | Jun 20, 2022 | Jul 14, 2022 | no | Melbourne, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC WEALTH MANAGEMENT | Mar 20, 2024 | Jan 1, 2025 | 287 | Firm change | Wirehouse to ibd |
| PROSTATIS FINANCIAL ADVISORS GROUP | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 14, 2022 | Aug 23, 2022 | 40 | Firm change | RIA to wirehouse |