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Britt Woods

Financial Professional at PNC Wealth Management

San Antonio, TXCRD #4653884
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Britt Woods is a financial professional associated with PNC Wealth Management in San Antonio, TX, where they have been associated since 2026. They have worked in the securities industry since 2003 and have been registered with 8 firms, including Level FOUR Advisory Services and LPL Financial LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal).

Office

112 East Pecan Street
San Antonio, TX 78205

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/14/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 8/7/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/13/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/4/2003
Series 24
General Securities Principal Examination
Passed 12/13/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PNC Wealth ManagementCurrent
2/13/2026 – San Antonio, TX
Level FOUR Advisory Services
3/24/2025 – 2/5/2026Dallas, TX
LPL Financial LLC
1/12/2021 – 3/18/2025Mcallen, TX
Brokers Financial
7/21/2020 – 1/4/2021Nolensville, TN
Cetera Investment Advisers LLC
6/7/2017 – 4/21/2020Franklin, TN
Fifth Third Securities, Inc.
5/11/2010 – 4/21/2017Nashville, TN
THE Huntington Investment Company
7/6/2009 – 4/15/2010Beavercreek, OH
Natcity Investments, Inc.
9/5/2007 – 6/23/2009Troy, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fifth Third Securities
    May 2010 – Apr 2017Nashville, TN
  2. Cetera Investment Services LLC
    Apr 2017 – Apr 2020Saint Cloud, MN
  3. Cetera Investment Advisers LLC
    Apr 2017 – Apr 2020Schaumburg, IL
  4. Eagle Life Insurance Company
    Jun 2020 – Jan 20216000 Westown Parkway, IA
  5. Brokers International Financial Services
    Jul 2020 – Jan 2021Urbandale, IA
  6. LPL Financial LLC
    Jan 2021 – May 2021College Grove, TN
  7. LPL Financial LLC
    May 2021 – Mar 2025Mcallen, TX
  8. BANK OF Tennessee
    May 2021 – Jan 2023Nashville, TN
  9. LONE STAR National BANK
    Jan 2023 – Mar 2025Mcallen, TX
  10. Level Four Financial, LLC
    Mar 2025 – Feb 2026Dallas, TX
  11. Level Four Advisory Services, LLC
    Mar 2025 – Feb 2026Dallas, TX
  12. PNC Wealth Management
    Feb 2026 – Aug 2026San Antonio, TX
  13. Level FOUR Financial, LLC
    Aug 2026 – no end date reportedDallas, TX
  14. Level FOUR Advisory Services, LLC
    Aug 2026 – no end date reportedDallas, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PNC Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,136
Offices listed on AdvisorFinder:
26
Main office:
Pittsburgh, PA
SEC file number:
801-66195

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at PNC Wealth Management

Showing 12 of 1,136 in the directory

View PNC Wealth Management firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Britt Woods has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Britt Woods (PNC Wealth Management) - Fees & Credentials