DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Three Cord True Wealth Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tod Reed Arbutina | LPL Financial LLC BD affiliated | Three Cord True Wealth Management, LLC no RAUM | Other | Apr 13, 2026 | Sep 18, 2020 |
| Robert Timothy Holdcroft | Cetera Investment Advisers LLC BD affiliated | Three Cord True Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2024 | Jul 16, 2024 |
| Vasilios K Rizos | Cetera Advisor Networks LLC BD affiliated | Three Cord True Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2022 | May 23, 2022 |
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3 moves match.