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PK

Pamela L. Kwiatkoski

PNC WEALTH MANAGEMENT LLC
Pittsburgh, PA 15222
Some features on this profile are disabled
CRD#: 1483011
PK

Professional summary


Pamela Lynn Kwiatkoski, who also goes by Pamela Lynn Recker, is a registered financial professional currently at PNC WEALTH MANAGEMENT LLC located in Pittsburgh, Pennsylvania and HARRIS WILLIAMS located in Richmond, Virginia.

Pamela is registered as a RR (Registered Representative) and started their career in finance in 1987. Pamela has worked at 12 firms and has passed the Series 63, Series 72, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pamela Lynn Recker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Pamela Lynn Kwiatkoski's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 1, 2004 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: Pittsburgh Main Pnc Investments 300 Fifth Avenue 26th Floor, Pittsburgh, PA, 15222
RIA
BD
CRD#: 129052
Pittsburgh, PA
Current

November 8, 2011 - Present

HARRIS WILLIAMS

Office #1: 1001 Haxall Point 9th Floor, Richmond, VA 23219
BD
CRD#: 113930
Richmond, VA
Current

November 9, 2011 - Present

PNC CAPITAL MARKETS LLC

Office #1: 1600 Market St 21st Floor, Philadelphia, PA 19103
BD
CRD#: 15647
Philadelphia, PA
Current

October 24, 2014 - Present

SOLEBURY CAPITAL LLC

Office #1: 400 South River Road, Suite 300, New Hope, PA 18938
BD
CRD#: 143299
New Hope, PA
Past

August 30, 2019 - August 2, 2023

SIXPOINT PARTNERS LLC

BD
CRD#: 146067
NEW YORK, NY
Past

July 2, 2019 - February 25, 2020

PNC FIG ADVISORY, INC.

BD
CRD#: 143093
ALLENTOWN, PA
Past

January 24, 2018 - January 2, 2019

TROUT CAPITAL LLC

BD
CRD#: 131489
NEW YORK, NY
Past

June 1, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

December 23, 1994 - June 1, 2002

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

March 4, 1994 - December 23, 1994

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

November 19, 1991 - February 26, 1994

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

October 18, 1988 - October 16, 1991

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 1, 1987 - September 29, 1988

PARKER/HUNTER INCORPORATED

BD
CRD#: 7324
PITTSBURGH, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(1/17/2019)
RR
Pennsylvania
(1/1/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 6/2/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SC
SOLEBURY CAPITAL LLC
SOLEBURY CAPITAL LLC

CRD#: 143299 / SEC#: , 8-67548

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
400 South River Road, Suite 300, New Hope, PA 18938
Mailing Address
400 South River Road, Suite 300, New Hope, PA 18938
Phone number
(215) 862-7234
Established
Pennsylvania since 05/16/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PNC BANK, NATIONAL ASSOCIATIONPARENT
COHN, VICTOR ALLANCHAIRMAN, CHIEF OPERATING OFFICER808136
EARLING, DAVID CRISTOFORIMANAGING DIRECTOR2534818
HATFIELD, EDWARD RIDGWAYCHIEF EXECUTIVE OFFICER1781580
IM, YOULREECHIEF ADMINISTRATIVE OFFICER5195473
JACOBY, MATTHEW RCHIEF COMPLIANCE OFFICER5720650
LONG, GEORGE PHILLIP MR.CHIEF LEGAL OFFICER5094038
ROHALY, JEFFREY PFINANCIAL OPERATIONS PRINCIPAL, PFO, POO4588188
WILLIAMS, JULIEVICE PRESIDENT6040587

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOLEBURY CAPITAL LLC

CRD#: 143299Pittsburgh, PA 15222

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