Israel C. Wright
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Israel Calvin Wright was a registered financial professional .
Israel is a previously registered financial professional and started their career in finance in 1998. Israel had worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 13, 2009 - November 5, 2012
PNC WEALTH MANAGEMENT LLC
November 13, 2009 - November 5, 2012
PNC WEALTH MANAGEMENT LLC
April 18, 2008 - November 13, 2009
NATCITY INVESTMENTS, INC.
April 18, 2008 - November 13, 2009
NATCITY INVESTMENTS, INC.
August 1, 2006 - February 22, 2008
MSI FINANCIAL SERVICES, INC.
December 12, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
December 12, 2005 - February 22, 2008
MSI FINANCIAL SERVICES, INC.
September 9, 2004 - November 18, 2005
QUEST CAPITAL STRATEGIES, INC.
November 1, 2002 - May 15, 2003
HORACE MANN INVESTORS, INC.
July 25, 2000 - November 1, 2002
NATIONWIDE INVESTMENT SERVICES CORPORATION
April 24, 2000 - May 30, 2000
IDS LIFE INSURANCE COMPANY
April 24, 2000 - May 30, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
July 28, 1999 - March 31, 2000
NATIONWIDE INVESTMENT SERVICES CORPORATION
August 28, 1998 - July 28, 1999
METROPOLITAN LIFE INSURANCE COMPANY
August 28, 1998 - July 28, 1999
MSI FINANCIAL SERVICES, INC.
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
Exams
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 |
|---|---|---|
| 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.
