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Reading the graph
Advisor at PNC WEALTH MANAGEMENT
HOUSTON, TX
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 | HOUSTON, TX | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 7, 2022 | Sep 10, 2026 | no | SPRING, TX|NEW YORK, NY|HOUSTON, TX|THE WOODLANDS, TX|SPRING, TX|MAGNOLIA, TX|SPRING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC WEALTH MANAGEMENT | Sep 10, 2026 | Sep 4, 2026 | -6 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:129052:TX:2026-09-01 | Sep 10, 2026 | Sep 4, 2026 | SPRING, TX | Firm change |