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899 Cassatt Road Suite 120, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-15 |
| PA | RA | APPROVED | 2014-02-18 |
Branch Locations
899 Cassatt Road Suite 120, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Management, Llc | Berwyn | PA | 02/2014 | Present |
| Trinity Wealth Management, Llc | Berwyn | PA | 08/2007 | Present |
1. 7/8/2011 - OTHER-EDUCATIONAL SEMINARS - TRINITY FINANCIAL EDUCATION - CONDUCTING EDUCATIONAL CLASSES THROUGH FMT SOLUTIONS. ATTENDEES PAY $49 TO ATTEND THE CLASS WHICH COVERS THE COST OF EDUCATIONAL MATERIALS AND CLASSROOM RENTAL. - TIME SPENT 10%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-03 |
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