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Current Employers
Three Cord True Wealth Management, Llc

535 Third Street, Beaver, PA 15009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-25
PA RA APPROVED 2020-09-17
  • TX RA
    APPROVED
    Since 2022-04-25
  • PA RA
    APPROVED
    Since 2020-09-17

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 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
  • 05/2015 → 09/2020
    Cottrill, Arbutina Wealth Management Group
    Beaver, PA
  • 05/2016 → Present
    Lpl Financial, Llc
    Beaver, PA
  • 09/2020 → Present
    Beaver, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-14
  • S66 Uniform Combined State Law Examination
    2016-10-14
Designations

View on SEC IAPD

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