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

INCOMPASS FINANCIAL 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

Sep 18, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 18, 1984

First registration

Oct 14, 2005

Dual registered

yes, broker-dealer

Other names

KAREN ELIZABETH CAMPBELL|KAREN ELIZABETH CAMPBELL

IAPD individual key

1262009

• Occurred

  Jul 1, 2022
  Advisor changed firm

  Karen Campbell Vining left Triad Advisors, Llc for Incompass Financial Partners, Llc (registered 2022-06-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a2b0681-b00a-40f2-f4bd-cb8ed2c96ce1

First observed

Oct 14, 2005

Last observed

Sep 14, 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.