TR
Tod Reed Arbutina
CRD 3068276
Certified Financial Planner
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Three Cord True Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Three Cord True Wealth Management, Llc
President · Less than 5% · Dec 2024
-
Three Cord True Wealth Management, Llc
Owner And President · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗