Daniel A. Dinkins
Professional summary
Daniel Antonio Dinkins, who also goes by Daniel Antonio Dinkins, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Alpharetta, Georgia.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Daniel has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Antonio Dinkins's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Daniel Antonio Dinkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 24, 2025 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 375 E Willow Run, Alpharetta, GA 30022July 24, 2025 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 375 E Willow Run, Alpharetta, GA 30022October 25, 2016 - December 10, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 24, 2016 - December 10, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
September 9, 2016 - October 20, 2016
TRUIST ADVISORY SERVICES, INC.
April 1, 2015 - October 20, 2016
TRUIST INVESTMENT SERVICES, INC.
March 6, 2015 - October 20, 2016
TRUIST INVESTMENT SERVICES, INC.
September 17, 2008 - December 1, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 17, 2008 - December 1, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 20, 2007 - June 25, 2008
FSC SECURITIES CORPORATION
September 10, 2004 - June 25, 2008
FSC SECURITIES CORPORATION
September 10, 2003 - September 9, 2004
MBSC, LLC
October 15, 1996 - September 9, 2004
BNY MELLON SECURITIES CORPORATION
Primary Firm SEC Registration
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/24/2025)
(7/24/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | PARENT | |
| BARNHART, TODD MARTIN | BOARD OF MANAGERS | 6166298 |
| FLYNN, SEAN | CHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS | 2790159 |
| GUERRINI, RICHARD ROBERT | PRESIDENT, CEO, BOARD OF MANAGERS | 1990015 |
| HOLODINSKI, JOHN PAUL | BOARD OF MANAGERS | 2494707 |
| MITCHELL, JESSICA | BOARD OF MANAGERS | 6624246 |
| RAMOS, REGIS RESENDE | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP | 5205169 |
| RICHARDSON, MARGARET MARY | CHIEF OPERATING OFFICER/BOARD OF MANAGERS | 6002933 |
| RODGERS, STEPHANIE ELIZABETH | BOARD OF MANAGERS & SECRETARY | 6004741 |
| SANTILLO, ROBERT WILSON | BOARD OF MANAGERS | 5379581 |
| SCHAFER, DAVID JOSEPH | CHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER | 1368781 |
| THOMPSON, LEIGH CHASE | CHIEF LEGAL OFFICER | 6534162 |
| WEIDNER, KIMBERLY LYNN | CHIEF RISK OFFICER & BOARD OF MANAGERS | 4080314 |
Regulatory assets under management
| Total Number of Accounts | 157,533 |
| AUM (Assets Under Management) | $ 26,533,775,810 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 6 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2026 | ||
| 10/28/2024 | ||
| 09/20/2023 |
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.
