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4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-27 |
| PA | RA | APPROVED | 2016-03-18 |
Branch Locations
128 E. Main Street, Macungie, PA 18062 • United States
Raleigh, NC • United States
4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Bethlehem | PA | 04/1997 | 11/2023 |
| Renaissance Wealth Management, Llc | Bethlehem | PA | 01/2007 | Present |
| Renaissance Wealth Management, Llc | Bethlehem | PA | 03/2016 | Present |
| Osaic Wealth, Inc. | Macungie | PA | 11/2023 | Present |
1) RENAISSANCE WEALTH MANAGMEMENT, LLC (RIA); POSITION: President / IAR NATURE: LLC; (Registered Investment Advisor) INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 165 START DATE: 03/24/2016; ADDRESS: 10310 SABLEWOOD DRIVE, UNIT 114, RALEIGH, NC 27617; DESCRIPTION: Management of business operations, employees, marketing and business development. Manage/direct portfolio management, analysis and implementation. Meet with clients and prospects and develop financial and investment plans. Head of compliance. 2) TRIANTAFELOW FAMILY REAL ESTATE INVESTMENT CO. THIRTY ROSES, L.L.C. POSITION: Managing Member NATURE: Since our original submission and approve we have now formed multiple LLC's for the purpose of purchasing Real Estate Investments with my Son's. There is a master LLC that will hold individual LLC's for each property purchased.(Penwood Estates MHC, LLC, Coble Village MHC LLC)We will also be forming an LLC as a management company for the interaction of the tenants and management of properties. (Circle Management Group, LLC) INVESTMENT RELATED: NO; NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2017; ADDRESS: 4510 Bath Pike, Suite 200, Bethlehem PA 18017, United States DESCRIPTION: I will primarily lend to the operation my business experience, capital & management skills. Two of my son's, Michael and Christopher and my wife will be responsible for running daily operations. No RWM client involvement. 3) RENAISSANCE WEALTH MANAGEMENT, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 10310 SABLEWOOD DRIVE, UNIT 114, RALEIGH, NC 27617, United States DESCRIPTION: Reviewing clients needs for insurance through financial planning process.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-22 |
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