Best Investors
Account
Sign in
535 Third Street, Beaver, PA 15009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-15 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 01/2014 | Present |
| Three Cord True Wealth Management, Llc | Beaver | PA | 09/2020 | Present |
1. 1/28/2014 - BUSINESS FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - Time Spent 5% - Life, pension plans, LTC, disability, health. 2. 9/30/2020 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/25/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2020. I expect to spend approximately 120 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. 3. 11/6/2020 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/28/2020 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-09 |
Reach out to this advisor