Best Investors Account Sign in
Inactive

Marjorie Buff Wentz

Trinity Wealth Management, LLC

Berwyn, PA

Claim This Profile
Current Employers
Trinity Wealth Management, Llc

899 Cassatt Road Suite 120, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-03-12
  • PA RA
    APPROVED
    Since 2014-03-12

Branch Locations

899 Cassatt Road Suite 120, Berwyn, PA 19312 • 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
Trinity Wealth Management, Llc Berwyn PA 02/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-12
  • S65 Uniform Investment Adviser Law Examination
    2014-03-12

View on SEC IAPD

Other Firms

ELLIS INVESTMENT PARTNERS, LLC
GREAT VALLEY ADVISOR GROUP, LLC
CREATIVE PLANNING
MORGAN STANLEY
PRINCIPAL SECURITIES, INC.
CARNEGIE WEALTH MANAGEMENT, LLC
ARKADIOS WEALTH ADVISORS
MAI CAPITAL MANAGEMENT, LLC

Other Investors

Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE
DAVID YU-WEN SUN
SAMUEL MARCELINO CARPIN
DEREK ALLEN LEMKE
JONATHAN D SMITH
ROSS BRIAN MULDOON

Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
MORGAN STANLEY · Berwyn, PA
PRINCIPAL SECURITIES, INC. · BERWYN, PA

More in Berwyn, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor