Best Investors Account Sign in
Current Employers
Renaissance Wealth Management, Llc

4510 Bath Pike Suite 200, Bethlehem, PA 18017-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-04-27
PA RA APPROVED 2016-03-18
  • NC RA
    APPROVED
    Since 2021-04-27
  • PA RA
    APPROVED
    Since 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

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
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
Previous Registrations
  • 2003-06-23 → 2021-03-12
    Fsc Securities Corporation
    Bethlehem, PA
    Macungie, PA
    Macungie, PA
    Raleigh, NC
  • 2012-04-23 → 2014-04-17
    Maryland Financial Group, Inc.
    Rockville, MD
  • 2008-09-26 → 2009-04-01
    Strategic Wealth Advisors Group
    Bethlehem, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
S63 Uniform Securities Agent State Law Examination 1991-10-22
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    1991-10-22
Other Names
  • John Robert Triatafelow

View on SEC IAPD

More in Macungie, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor