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535 Third Street, Beaver, PA 15009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-21 |
| S66 | Uniform Combined State Law Examination | 2016-03-16 |
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