DFX Intelligence

RIA Intelligence

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Registered advisor

R••••• T•••••• H••••••••

T•••• C••• T••• W••••• M••••••••• L••independent RIABeaver, Padual registrantIAPD 6066595

Feed of 09/14/2026

At current firm

2 y

since Jul 16, 2024

In the industry

14 y

since Jul 18, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: F••••••, H•••••••• Wealth Management – A•••••••• of T•••• C••• T••• Wealth Management, Financial P••••••reported3ctruewealth.comfirm site, Sep 15, 2026
Designations: MBAreported3ctruewealth.comas printed on the bio page, Sep 16, 2026
Founder: “F••••••, H•••••••• Wealth Management – A•••••••• of T•••• C••• T••• Wealth Management, Financial P••••••”reported3ctruewealth.comthe sentence on the bio page
Direct business phone: 814-441-5970reported3ctruewealth.comfirm site, Sep 15, 2026
Professional profile: 3ctruewealth.com/team/rob-holdcroftreported3ctruewealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/rob-holdcroft-mba-19283530reported3ctruewealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

T•••• C••• T••• W••••• M••••••••• L•• independent RIA current
since Jul 16, 2024 · Beaver, Pa
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Aug 1, 2024 · Stafford, Va
C••••• A•••••• N••••••• L•• former
Jun 9, 2021 to Jun 29, 2023 · Stafford, Va
V••• F•••••••• A•••••••• I••• BD affiliated
Jul 18, 2018 to Jun 9, 2021 · Baltimore, Md
G•••••• S•••• W••••• S•••••••• L••• BD affiliated
Jun 6, 2014 to Jul 11, 2018 · Canonsburg, Pa

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to T•••• C••• T••• W••••• M••••••••• L••
left Aug 1, 2024, registered Jul 16, 2024 (-16 days) · Affiliated broker-dealer or bank to independent RIA
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
V••• F•••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••
left Jun 9, 2021, registered Jun 9, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
G•••••• S•••• W••••• S•••••••• L••• to V••• F•••••••• A•••••••• I•••
left Jul 11, 2018, registered Jul 18, 2018 (7 days) · Affiliated broker-dealer or bank to another

Signals

R••••• T•••••• H•••••••• left C••••• I••••••••• A••••••• L•• for T•••• C••• T••• W••••• M••••••••• L•• (registered 2024-07-16)
Aug 1, 2024 · a•••••• firm change · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address