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535 Third Street, Beaver, PA 15009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-25 |
| PA | RA | APPROVED | 2020-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cottrill, Arbutina Wealth Management Group | Beaver | PA | 05/2015 | 09/2020 |
| Lpl Financial, Llc | Beaver | PA | 05/2016 | Present |
| Three Cord True Wealth Management, Llc | Beaver | PA | 09/2020 | Present |
1. 7/22/2016 - Automated Analysis - Not Investment Related - 1198 Mulberry Street Beaver, PA 15009 - Other-Family Business - Started 06/01/2014 - 0 Hours Per Month - Time Spent 0% - Commercial real estate building that houses the father's business. This is a family owned building. 2. 9/30/2020 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/25/2020 - 160 Hours Per Month/7 Hours During Securities Trading - 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 120 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. Effective 1/1/2022, Three Cord True Wealth Management LLC is owned by a holding company, Three Cord True Wealth Management Holdings LLC. As of 9/7/2022 I became an owner of the holding company. 3. 11/5/2020 - 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 - 40 Hours Per Month/7 Hours During Securities Trading. 4. 10/06/2022 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 09/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading - 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 120 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-14 |
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