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TRINITY FINANCIAL PARTNERS II, LLC

BERWYN, PA · CRD 124397 · IAPD ↗ · trinityfinancialpartners.com · 610-687-8040

$441.9MRegulatory AUM
3Advisory reps
4Employees
11Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — TRINITY FINANCIAL PARTNERS II, LLC (BERWYN, PA) left the SEC roster (was $441.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
April 2024 — TRINITY FINANCIAL PARTNERS II, LLC changed its website from trinityfp.com to trinityfinancialpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — TRINITY FINANCIAL PARTNERS II, LLC notice-filed in NC, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.