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Advisor at PNC WEALTH MANAGEMENT
CHERRY HILL, NJ
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 4, 2026 | n/a | yes | CHERRY HILL, NJ | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 18, 2026 | Sep 11, 2026 | no | NEW YORK, NY|Cherry Hill , NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 27, 2014 | Mar 6, 2026 | no | PENNINGTON, NJ|Cherry Hill, NJ|Hamilton, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | PNC WEALTH MANAGEMENT | Sep 11, 2026 | Sep 4, 2026 | -7 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Mar 6, 2026 | Mar 18, 2026 | 12 | Firm change | Wirehouse to wirehouse |