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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 12, 2022

First registration

Aug 14, 2023

Dual registered

yes, broker-dealer

Other names

MAXIMILIAN COOPER TAYLOR JACKSON|Max Jackson|Maximilian Cooper Taylor Jackson|MAXIMILIAN JACKSON

IAPD individual key

7539568

• Occurred

  Jan 17, 2024
  Advisor changed firm

  Maximilian Cooper Taylor Jackson left Fidelity Personal And Workplace Advisors for Pnc Wealth Management (registered 2026-01-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf164f04-5dcb-d69c-45d5-909512b1746a

First observed

Aug 14, 2023

Last observed

Sep 15, 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.