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Advisor at PNC WEALTH MANAGEMENT
CHAGRIN FALLS, OH | SOLON, OH | RAVENNA, 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 | Oct 28, 2021 | n/a | yes | RAVENNA, OH|SOLON, OH|CHAGRIN FALLS, OH | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | Oct 26, 2021 | no | Solon, OH|SPRINGFIELD, MA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 2, 2017 | Mar 25, 2017 | no | Solon, OH|HIGHLAND HILLS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | PNC WEALTH MANAGEMENT | Oct 26, 2021 | Oct 28, 2021 | 2 | Firm change | Ibd to ibd |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |