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RIA / WealthAdvisor17 years in industry

DEVIN WARREN CHOULES

Advisor at TRIAD WEALTH PARTNERS, LLC

St. George, UT | Logan, UT | Clearfield, UT | LAWRENCE, KS

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Search this name across graphsid dfx:ria:0cc4df4f-669d-5497-385c-a2c3b04cef03

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2019 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRIAD WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 23, 2012
First registration: Jan 22, 2019
Dual registered: no
IAPD individual key: 5960686

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Nov 5, 2025	n/a	yes	Clearfield, UT\|LAWRENCE, KS\|Logan, UT\|St. George, UT	Current employment
VISIONARY WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 20, 2021	Aug 11, 2021	no	ALPHARETTA, GA\|LOGAN, UT	Previous registration
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Jul 8, 2020	Aug 23, 2021	no	LOGAN, UT\|ALPHARETTA, GA	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Jan 22, 2019	Mar 6, 2026	no	Logan, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COPPELL ADVISORY SOLUTIONS LLC	GIBBS WEALTH MANAGEMENT, LLC	Mar 6, 2026	Jul 8, 2020	-2,067	Firm change after gap	RIA to RIA
GIBBS WEALTH MANAGEMENT, LLC	VISIONARY WEALTH MANAGEMENT, LLC	Aug 23, 2021	Apr 20, 2021	-125	Firm change after gap	RIA to new firm
VISIONARY WEALTH MANAGEMENT, LLC	TRIAD WEALTH PARTNERS, LLC	Aug 11, 2021	Nov 5, 2025	1,547	Firm change after gap	Other

Relationships

Registered with (4)

→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Jan 22, 2019 to Mar 6, 2026factForm ADV
→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 8, 2020 to Aug 23, 2021factForm ADV
→ VISIONARY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Devin Warren Choules left Coppell Advisory Solutions Llc for Gibbs Wealth Management, Llc (registered 2020-07-08)
Form ADVobserved 5 days ago