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Kelly Noelle Catania

Trinity Wealth Management, LLC

Berwyn, PA

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Current Employers
Trinity Wealth Management, Llc

899 Cassatt Road Suite 120, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-03-19
  • PA RA
    APPROVED
    Since 2019-03-19

Branch Locations

899 Cassatt Road Suite 120, Berwyn, PA 19312 • 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
Trinity Wealth Management, Llc Berwyn PA 05/2017 05/2018
Trinity Wealth Management, Llc Berwyn PA 05/2018 03/2019
Temple University Philadelphia PA 08/2014 05/2018
Trinity Wealth Management, Llc Berwyn PA 03/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-19
  • S65 Uniform Investment Adviser Law Examination
    2019-03-19
Designations
Other Names
  • Kelly Noelle Bradley

View on SEC IAPD

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