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Company Name:
TRINITY WEALTH MANAGEMENT, LLC
Address:
SUITE 275, 1000 WESTLAKES DR., BERWYN PA 19312
CRD Number:
169216
SEC Number:
801-114053
Financial Regulator:
SEC/ FINRA
Website:
http://www.trinity-wealth.com
Registration started
Ended
2014
2015
2016
2017
2018
2019
2020
CDR: 6298629
MARJORIE WENTZ
started on
2014-03-12
CDR: 6056895
JON BARTHOLOMEW
Jon Bartholomew
started on
2017-06-28
CDR: 6056895
JON BARTHOLOMEW
Jon Bartholomew
ended on
2017-11-13
CDR: 6978385
John Mann
started on
2018-08-14
CDR: 6764573
Justin Wentz
started on
2019-09-27
CDR: 6978379
Kelly Bradley
started on
2019-03-19
CDR: 6978385
John Mann
ended on
2020-04-09
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