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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 2025-12-17
  • PA RA
    APPROVED
    Since 2025-12-17

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
Lpl Financial Beaver PA 10/2025 Present
Unemployed Pittsburgh PA 07/2025 09/2025
Incline Equity Partners Pittsburgh PA 12/2019 07/2025
The Pennsylvanian Pittsburgh PA 01/2018 12/2019
Derse Exhibits Warrendale PA 07/2017 01/2018
Pittsburgh Botanic Garden Oakdale PA 04/2016 07/2017
Three Cord True Wealth Management Beaver PA 10/2025 Present
Three Cord True Wealth Management, Llc Beaver PA 11/2025 Present
  • 10/2025 → Present
    Lpl Financial
    Beaver, PA
  • 07/2025 → 09/2025
    Unemployed
    Pittsburgh, PA
  • 12/2019 → 07/2025
    Incline Equity Partners
    Pittsburgh, PA
  • 01/2018 → 12/2019
    The Pennsylvanian
    Pittsburgh, PA
  • 07/2017 → 01/2018
    Derse Exhibits
    Warrendale, PA
  • 04/2016 → 07/2017
    Pittsburgh Botanic Garden
    Oakdale, PA
  • 10/2025 → Present
    Three Cord True Wealth Management
    Beaver, PA
  • 11/2025 → Present
    Beaver, PA
Other Businesses

1) 10/14/2025 - Three Cord True Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/14/2025 - Real Estate Rental - Owner - Inv Rel - Pittsburgh, PA - Start: 09/2023 - 1 Hr/Mth 3) 12/29/2025 - Three Cord True Wealth Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/09/2025 - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Three Cord True Wealth Management, an independent investment advisor firm. I started this business activity in 11/2025. 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. 4) 07/29/2026 - Beaver Area Chamber of Commerce - Treasurer - Beaver, PA - Start Date 04/01/2026 - 15 hours per month/ 12 hours during trading - Unpaid, volunteer position. Sworn in earlier this year and officially took over treasury duties on April 1st.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-08
  • S66 Uniform Combined State Law Examination
    2025-11-08
Other Names
  • Dana Fitzgerald

View on SEC IAPD

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