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.

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

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65

First exam

May 2, 2016

First registration

Jun 2, 2016

Dual registered

no

Other names

NICK WHITAKER

IAPD individual key

6220156

• Occurred

  Mar 17, 2023
  Advisor changed firm

  Nicklaus Edwin Whitaker left Triad Wealth Management, Llc for Triad Wealth Partners, Llc (registered 2023-08-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:131a2496-8cc0-3322-ee36-eb9a5ac0045b

First observed

Jun 2, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.