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

Mar 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 23, 2022

First registration

Oct 4, 2022

Dual registered

no

IAPD individual key

7635536

• Occurred

  Jan 7, 2025
  Advisor changed firm

  Michael Francis Irwin left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-01-08)

  Form ADVobserved 6 days ago
• Occurred

  Dec 13, 2023
  Advisor changed firm

  Michael Francis Irwin left Gibbs Wealth Management, Llc for Coppell Advisory Solutions Llc (registered 2023-12-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:131c3a13-6377-6c67-03cc-75d071304e0c

First observed

Oct 4, 2022

Last observed

Sep 15, 2026 6 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.