RJ
Robert James Wassel
CRD 4728480
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Trinity Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Trinity Wealth Management Llc
Cco / Managing Member · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗