Charles Kwan is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with PNC WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| PNC WEALTH MANAGEMENT | 2022-08-31 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2019-09-11 | 2022-06-29 | — |