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Advisor at TRIAD WEALTH PARTNERS, LLC
LAWRENCE, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | Independent wealth | Jan 19, 2024 | n/a | yes | LAWRENCE, KS | Current employment |
| TRIAD WEALTH PARTNERS, LLC | Independent wealth | Dec 5, 2023 | Dec 31, 2023 | no | LAWRENCE, KS | Previous registration |
| VERIFI FINANCIAL | n/a | Nov 9, 2022 | Dec 1, 2023 | no | TOPEKA, KS | Previous registration |
| CARLSON FINANCIAL | Independent wealth | Jan 12, 2022 | Aug 30, 2023 | no | TOPEKA, KS | Previous registration |
| CARLSON FINANCIAL | Independent wealth | Oct 18, 2018 | Dec 31, 2021 | no | TOPEKA, KS | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Aug 31, 2017 | Apr 26, 2019 | no | Topeka, KS|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERIFI FINANCIAL | TRIAD WEALTH PARTNERS, LLC | Dec 1, 2023 | Dec 5, 2023 | 4 | Firm change | Other |
| CARLSON FINANCIAL | VERIFI FINANCIAL | Aug 30, 2023 | Nov 9, 2022 | -294 | Firm change after gap | Other |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | CARLSON FINANCIAL | Apr 26, 2019 | Oct 18, 2018 | -190 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 132070:295907:FL:2019-04-26 | Apr 26, 2019 | Oct 18, 2018 | SARASOTA, FL | Firm change after gap |