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Advisor at PNC WEALTH MANAGEMENT
Moon Township, PA
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 16, 2024 | n/a | yes | Moon Township, PA | Current employment |
| FORT PITT CAPITAL GROUP, LLC | Former SEC adviser | Oct 15, 2020 | Sep 7, 2023 | no | PITTSBURGH, PA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Feb 27, 2018 | Nov 27, 2018 | no | WEXFORD, PA|Pittsburgh, PA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Feb 26, 2018 | Nov 27, 2018 | no | OMAHA, NE|Pittsburgh, PA | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | Jan 25, 2017 | Feb 26, 2018 | no | SAINT LOUIS, MO | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jan 13, 2012 | Oct 16, 2014 | no | FORT WORTH, TX | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jan 13, 2012 | Jul 2, 2015 | no | WestLake, TX|Westlake, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 27, 2007 | Oct 28, 2011 | no | ROSEVILLE, CA|SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORT PITT CAPITAL GROUP, LLC | PNC WEALTH MANAGEMENT | Sep 7, 2023 | Jan 16, 2024 | 131 | Firm change | RIA to ibd |
| TD AMERITRADE, INC. | FORT PITT CAPITAL GROUP, LLC | Nov 27, 2018 | Oct 15, 2020 | 688 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Nov 27, 2018 | Feb 27, 2018 | -273 | Channel change | Other |
| SCOTTRADE INVESTMENT MANAGEMENT | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Feb 26, 2018 | Feb 26, 2018 | 0 | Bulk transfer | Ibd to RIA |
| TD AMERITRADE, INC. | SCOTTRADE INVESTMENT MANAGEMENT | Jul 2, 2015 | Jan 25, 2017 | 573 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Oct 16, 2014 | Jan 13, 2012 | -1,007 | Channel change | Other |
| STRATEGIC ADVISERS LLC | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Oct 28, 2011 | Jan 13, 2012 | 77 | Firm change | Other |