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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-03 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities, Llc | Philadelphia | PA | 05/2025 | 09/2025 |
| Unemployed | Newtown Square | GA | 10/2024 | 04/2025 |
| Upcea | Washington | DC | 04/2024 | 09/2024 |
| Sole Proprietor | Johns Creek | GA | 04/2023 | 08/2023 |
| Elon University | Elon | NC | 08/2020 | 05/2024 |
| The Kroger Company | Johns Creek | GA | 05/2022 | 08/2022 |
| Chattahoochee High School | Johns Creek | GA | 08/2016 | 05/2020 |
| Noctera Llc | Newtown Square | PA | 02/2025 | Present |
| Lincoln Investment | Fort Washington | PA | 11/2025 | Present |
Noctera LLC Position: Founder/Operator Nature: We sell backlit LED Menu holders Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 2/15/2025 Address: 57 Sleepy Hollow Drive Newtown Square, PA 19073 Description: Communication with suppliers and order fulfillment. Creation of marketing materials N2H Wealth Partners LLC Position: Salaried Financial Professional Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 11/3/2025 Address: 5 Walnut Grove Drive, Suite 240 Horsham, PA 19044 Description: This is a DBA for Lincoln business. Providing financial services to clients through Lincoln.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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