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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 2022-05-23
  • PA RA
    APPROVED
    Since 2022-05-23

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
Pnc Investments Cranberry PA 10/2015 04/2017
Pnc Bank Cranberry PA 10/2015 04/2017
Pnc Capital Finance Pittsburgh PA 04/2017 06/2019
Dsf Wealth Management Group Bridgeville PA 03/2021 05/2022
Unemployed Pittsburgh PA 09/2020 03/2021
Pcg Capital Pittsburgh PA 06/2019 08/2020
Voya Financial Advisors Bridgeville PA 05/2021 06/2021
Cetera Advisor Networks Llc El Segundo CA 06/2021 05/2022
Three Cord True Wealth Management Beaver PA 05/2022 Present
Lpl Financial, Llc Beaver PA 05/2022 Present
  • 10/2015 → 04/2017
    Pnc Investments
    Cranberry, PA
  • 10/2015 → 04/2017
    Pnc Bank
    Cranberry, PA
  • 04/2017 → 06/2019
    Pnc Capital Finance
    Pittsburgh, PA
  • 03/2021 → 05/2022
    Dsf Wealth Management Group
    Bridgeville, PA
  • 09/2020 → 03/2021
    Unemployed
    Pittsburgh, PA
  • 06/2019 → 08/2020
    Pcg Capital
    Pittsburgh, PA
  • 05/2021 → 06/2021
    Voya Financial Advisors
    Bridgeville, PA
  • 06/2021 → 05/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 05/2022 → Present
    Three Cord True Wealth Management
    Beaver, PA
  • 05/2022 → Present
    Lpl Financial, Llc
    Beaver, PA
Previous Registrations
  • 2022-02-01 → 2022-05-06
    Cetera Wealth Services, Llc
    Williamsport, PA
    Bridgeville, PA
  • 2016-03-22 → 2017-09-20
    Cranberry, PA
    Wexford, PA
    Pittsburgh, PA
    Carnegie, PA
Other Businesses

1- 05/2022 / Three Cord Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Beaver, PA 2- 06/02/2022 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 05/2022 - 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 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. 3- 11/10/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/07/2022 - 10 Hours Per Month/10 Hours During Securities Trading. 4- 04/21/2023 - Three Cord Tax Solutions - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Financial Advisor - Start Date 11/14/2022 - 5 Hours Per Month/5 Hours During Securities Trading 5- 04/28/2026 - Portage Learning - Teacher Paid by School or University - Not Investment Related - Beaver Falls, PA - Start Date 05/01/2026 - 8 hours per month/ 6 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-21
S66 Uniform Combined State Law Examination 2016-03-16
  • S63 Uniform Securities Agent State Law Examination
    2021-05-21
  • S66 Uniform Combined State Law Examination
    2016-03-16
Designations
Other Names
  • Vasili Rizos
  • Vasilios Rizos

View on SEC IAPD

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