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

Aug 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jan 11, 2021

First registration

Feb 3, 2021

Dual registered

no

Other names

JACKSON SHEPUTIS|JACKSON DAVID SHEPUTIS

IAPD individual key

7332711

• Occurred

  Nov 5, 2024
  Advisor changed firm

  Jackson Sheputis left Hightower Advisors, Llc for Triad Wealth Partners, Llc (registered 2024-11-15)

  Form ADVobserved 4 days ago
• Occurred

  Feb 26, 2024
  Advisor changed firm

  Jackson Sheputis left Rooted Wealth Advisors for Hightower Advisors, Llc (registered 2024-06-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:42e69952-19f3-d192-3353-806eaa968240

First observed

Feb 3, 2021

Last observed

Sep 14, 2026 5 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.