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RIA / WealthAdvisor18 years in industry

CRAIG STEVEN SULLIVAN

Advisor at TRIAD WEALTH PARTNERS, LLC

LAWRENCE, KS | Southlake, TX | Amarillo, TX

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Search this name across graphsid dfx:ria:500b892b-d754-0c83-6a39-10c3680cb539

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2008 to Sep 15, 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: 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: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
First exam: Jun 10, 2008
First registration: Jun 12, 2008
Dual registered: no
IAPD individual key: 5525141

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
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Oct 28, 2025	n/a	yes	LAWRENCE, KS\|Southlake, TX\|Amarillo, TX	Current employment
VISIONARY WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 20, 2021	Aug 11, 2021	no	ALPHARETTA, GA\|SOUTHLAKE, TX	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	May 24, 2017	Jan 22, 2026	no	Southlake, TX	Previous registration
INVESTMENT ADVISORS CORP	Former SEC adviser	Nov 8, 2016	Nov 8, 2017	no	SOUTHLAKE, TX	Previous registration
SULLIVAN FINANCIAL PARTNERS	n/a	Jun 12, 2008	Dec 8, 2016	no	SOUTHLAKE, 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	VISIONARY WEALTH MANAGEMENT, LLC	Jan 22, 2026	Apr 20, 2021	-1,738	Firm change after gap	Other
VISIONARY WEALTH MANAGEMENT, LLC	TRIAD WEALTH PARTNERS, LLC	Aug 11, 2021	Oct 28, 2025	1,539	Firm change after gap	Other
INVESTMENT ADVISORS CORP	COPPELL ADVISORY SOLUTIONS LLC	Nov 8, 2017	May 24, 2017	-168	Firm change after gap	Other
SULLIVAN FINANCIAL PARTNERS	INVESTMENT ADVISORS CORP	Dec 8, 2016	Nov 8, 2016	-30	Firm change	Other

Relationships

Registered with (5)

→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
May 24, 2017 to Jan 22, 2026factForm ADV
→ VISIONARY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
Nov 8, 2016 to Nov 8, 2017factForm ADV
→ SULLIVAN FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Jun 12, 2008 to Dec 8, 2016factForm ADV

Dated events

Occurred
Jan 22, 2026
Advisor changed firm
Craig Steven Sullivan left Coppell Advisory Solutions Llc for Visionary Wealth Management, Llc (registered 2021-04-20)
Form ADVobserved 6 days ago