Todd D. Branish
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.
Todd D. Branish, who also goes by Todd David Branish, Todd Branish, was a registered financial professional .
Todd is a previously registered financial professional and started their career in finance in 2014. Todd had worked at 3 firms and has passed the Series 63, Series 65, SIE 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 19, 2019 - June 2, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
November 19, 2019 - June 2, 2021
BBVA SECURITIES INC.
April 7, 2015 - September 12, 2019
PRUCO SECURITIES, LLC.
April 22, 2014 - September 12, 2019
PRUCO SECURITIES, LLC.
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 MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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