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RIA / WealthAdvisor10 years in industry

NICHOLAS ANTONIO LOPEZ

Advisor at RETIREMENT PLANNERS OF AMERICA

PLANO, TX

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Search this name across graphsid dfx:ria:3a71e90f-c9d3-7207-f12a-dd4acf8a34af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Oct 29, 2021 to Sep 14, 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: RETIREMENT PLANNERS OF AMERICA
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, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 2, 2018
First registration: Oct 29, 2021
Dual registered: no
Other names: Nicholas Antonio Lopez|Nicholas Lopez
IAPD individual key: 6681813

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
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Dec 15, 2025	n/a	yes	PLANO, TX	Current employment
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Oct 29, 2025	Nov 25, 2025	no	Southlake, TX\|LAWRENCE, KS	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Aug 14, 2025	Dec 9, 2025	no	DALLAS, TX\|Southlake, TX	Previous registration
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Apr 24, 2023	Aug 28, 2024	no	PLANO, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 29, 2021	Apr 18, 2023	no	PLANO, TX\|PLANO, TX	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	TRIAD WEALTH PARTNERS, LLC	Dec 9, 2025	Oct 29, 2025	-41	Firm change after gap	RIA to RIA
TRIAD WEALTH PARTNERS, LLC	RETIREMENT PLANNERS OF AMERICA	Nov 25, 2025	Dec 15, 2025	20	Firm change	RIA to RIA
RETIREMENT PLANNERS OF AMERICA	COPPELL ADVISORY SOLUTIONS LLC	Aug 28, 2024	Aug 14, 2025	351	Firm change	RIA to RIA
FISHER INVESTMENTS	RETIREMENT PLANNERS OF AMERICA	Apr 18, 2023	Apr 24, 2023	6	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
156549:326523:TX:2025-12-09	Dec 9, 2025	Oct 29, 2025	SOUTHLAKE, TX	Firm change after gap

Relationships

Registered with (4)

→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: previous registration
Apr 24, 2023 to Aug 28, 2024factForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Aug 14, 2025 to Dec 9, 2025factForm ADV
→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 29, 2025 to Nov 25, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 29, 2021 to Apr 18, 2023factForm ADV

Dated events

Occurred
Dec 9, 2025
Advisor changed firm
Nicholas Antonio Lopez left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-10-29)
Form ADVobserved 5 days ago
Occurred
Nov 25, 2025
Advisor changed firm
Nicholas Antonio Lopez left Triad Wealth Partners, Llc for Retirement Planners Of America (registered 2025-12-15)
Form ADVobserved 5 days ago
Occurred
Aug 28, 2024
Advisor changed firm
Nicholas Antonio Lopez left Retirement Planners Of America for Coppell Advisory Solutions Llc (registered 2025-08-14)
Form ADVobserved 5 days ago
Occurred
Apr 18, 2023
Advisor changed firm
Nicholas Antonio Lopez left Fisher Investments for Retirement Planners Of America (registered 2023-04-24)
Form ADVobserved 5 days ago