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Current Employers
Three Cord True Wealth Management, Llc

535 Third Street, Beaver, PA 15009 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-09-18
TX RA APPROVED 2020-09-18
  • PA RA
    APPROVED
    Since 2020-09-18
  • TX RA
    APPROVED
    Since 2020-09-18

Branch Locations

535 Third Street, Beaver, PA 15009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cottrill, Arbutina & Associates Pc Beaver PA 06/1994 01/2020
Lpl Financial, Llc Beaver PA 04/2006 04/2026
Three Cord True Wealth Management, Llc Beaver PA 01/2026 Present
Three Cord True Wealth Management, Llc Beaver PA 09/2020 01/2026
H2R Cpa Beaver PA 01/2020 12/2021
Previous Registrations
Other Businesses

1. 2/18/2010:THIRD STREET RENAISSANCE LP--InvRelated--RealEstateRental--TimeSpent1%--Commercial office building 2. 3/5/2014:Third Street Beaver Associates, LLC - lot sales-Inv Rel-At reported business location-5% time spent. 3. 1/18/2019:No Business Name--InvRelated--McHenry, MD 21541--RealEstateRental--Started06/01/1998--1Hour/Month;0HoursDuringSecuritiesTrading--Vacation home owned 100%. 4. 6/10/2019:Our Data Revolution, LLC--NotInvestRelated--AtReptBus.Loc(s)--Other-software development--Started06/06/2019--30Hours/Month;1HourDuringSecuritiesTrading--Creator, investor for Sanctuary software project. 5. 10/25/2019:Dutch Ridge Associates LP--InvRelated--4533 Dutch Ridge Road, Beaver PA 15009--RealEstateRental--Started4/3/2006--5Hours/Month;0HoursDuringSecuritiesTrading-- Owns one lot in the states vacant land which will be developed. 6. 12/10/2019 - The Digital Asset Initiative Company - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/09/2019 - 15 Hours Per Month/1 Hours During Securities Trading 7. 1/16/2020:Dutch Ridge Associates LLC--NotInvestRelated--HomeBased--Business Entity For Tax/Investment Purposes Only--Started01/01/2010--1Hour/Month;0HoursDuringSecuritiesTrading. 8. 9/30/2020:Three Cord True Wealth Management, LLC--InvestRelated--AtReptBus.Loc(s)--RIA/Hybrid--Started09/25/2020--20Hours/Month;6HoursDuringSecuritiesTrading--I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2020. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 11/03/2021 - Three Cord True Wealth Tax Solutions LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CPA - Start Date: 01/01/2022 - 5 Hours Per Month/1 Hour During Securities Trading. 10. 1/11/2022 - CA Properties - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 11/12/2021 - 5 Hours Per Month/0 Hours During Securities Trading - 4 commercial rental units. 11. 1/18/2022 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/28/2020 - 20 Hours Per Month During Securities Trading. Effective 1/1/2022, 12. 2026/05/13- Digital-Assurance Initiative LLC- Co-founder - 535 Third Street Beaver PA 15009- It intends to provide a public benefit of established standards for the protection of digital assets defined broadly in the context of shared and entrusted personally identifiable information PII from client to fiduciary. A certification program and the DAI Score will be important part of the meeting the public benefit goals - 2026/05/08- Hours per month devoted to business during trading hours: 40- Hours per month devoted to business outside trading hours: 20. 13. 2026/05/13- Fiducia Holding Company LLC - Co-founder - 535 Third Street Beaver PA 15009- It intends to provide the public benefit of reduced exposure of digital fiduciary assets defined broadly in the context of shared and entrusted personally identifiable information PII from client to fiduciary to reduce exposure to cybercrime and reduced societal cost to manage digital asset security, privacy and control. The LLC is developing an efficient, scalable SaaS platform for third-party vendor and internal digital ecosystem due diligence tailored to fiduciaries - 2026-05-08- Hours per month devoted to business during trading hours: 40- Hours per month devoted to business outside trading hours: 10.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-26
S63 Uniform Securities Agent State Law Examination 1998-07-30
  • S66 Uniform Combined State Law Examination
    2005-07-26
  • S63 Uniform Securities Agent State Law Examination
    1998-07-30
Designations
Other Names
  • Tod Reed Arbutina

View on SEC IAPD

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