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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Frank Alfredo Fernandez

Advisor at PCB CAPITAL LLC

EAST BRUNSWICK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa8fe1ba-40f5-023c-c95d-a89860cbde86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 12, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PCB CAPITAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 13, 2017
First registration: Oct 12, 2017
Dual registered: no
IAPD individual key: 6851399

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PCB CAPITAL LLC	Independent wealth	Jul 15, 2025	n/a	yes	EAST BRUNSWICK, NJ	Current employment
OMNI 360 WEALTH, INC.	Independent wealth	May 14, 2024	Sep 26, 2024	no	PLAINSBORO, NJ	Previous registration
WEINGARTEN ASSOCIATES, L.L.C.	Independent wealth	Apr 8, 2019	May 14, 2024	no	LAWRENCEVILLE, NJ	Previous registration
SIGNET FINANCIAL MANAGEMENT, LLC	Independent wealth	Oct 12, 2017	Sep 25, 2018	no	PARSIPPANY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OMNI 360 WEALTH, INC.	PCB CAPITAL LLC	Sep 26, 2024	Jul 15, 2025	292	Firm change	RIA to RIA
WEINGARTEN ASSOCIATES, L.L.C.	OMNI 360 WEALTH, INC.	May 14, 2024	May 14, 2024	0	Firm change	RIA to RIA
SIGNET FINANCIAL MANAGEMENT, LLC	WEINGARTEN ASSOCIATES, L.L.C.	Sep 25, 2018	Apr 8, 2019	195	Firm change	RIA to RIA

Relationships

Registered with (4)

→ PCB CAPITAL LLCRegistered adviserregistration: current employment
Jul 15, 2025 to presentfactForm ADV
→ OMNI 360 WEALTH, INC.Registered adviserregistration: previous registration
May 14, 2024 to Sep 26, 2024factForm ADV
→ WEINGARTEN ASSOCIATES, L.L.C.Registered adviserregistration: previous registration
Apr 8, 2019 to May 14, 2024factForm ADV
→ SIGNET FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 12, 2017 to Sep 25, 2018factForm ADV

Dated events

Occurred
Sep 26, 2024
Advisor changed firm
Frank Alfredo Fernandez left Omni 360 Wealth, Inc. for Pcb Capital Llc (registered 2025-07-15)
Form ADVobserved 5 days ago
Occurred
May 14, 2024
Advisor changed firm
Frank Alfredo Fernandez left Weingarten Associates, L.L.C. for Omni 360 Wealth, Inc. (registered 2024-05-14)
Form ADVobserved 5 days ago