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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 | Aug 11, 2026 | n/a | yes | LAWRENCE, KS | Current employment |
| PARAGON CAPITAL MANAGEMENT LLC | Independent wealth | Jan 13, 2025 | Mar 13, 2026 | no | OVERLAND PARK, KS | Previous registration |
| PARAGON CAPITAL MANAGEMENT LLC | Independent wealth | Dec 12, 2019 | Aug 6, 2021 | no | OVERLAND PARK, KS | Previous registration |
| Mariner | Bd affiliated wealth | Mar 12, 2018 | Oct 29, 2019 | no | OVERLAND PARK, KS | Previous registration |
| 440 INVESTMENT GROUP, LLC | Former SEC adviser | Jun 1, 2017 | Mar 31, 2018 | no | OVERLAND PARK, KS | Previous registration |
| FIRSTPOINT FINANCIAL, LLC | Former SEC adviser | May 21, 2015 | Mar 22, 2017 | no | OVERLAND PARK, KS | Previous registration |
| Mariner | Bd affiliated wealth | Mar 17, 2015 | Jun 1, 2017 | no | OVERLAND PARK, KS | Previous registration |
| FIRSTPOINT FINANCIAL, LLC | Former SEC adviser | Dec 15, 2014 | Jan 21, 2016 | no | LEAWOOD, KS | Previous registration |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Jul 24, 2014 | Nov 17, 2014 | no | LENEXA, KS|Tulsa, OK|Lenexa, KS | Previous registration |
| MADISON AVENUE SECURITIES, LLC | Bd affiliated wealth | Jul 22, 2013 | Feb 28, 2014 | no | Prairie Village, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARAGON CAPITAL MANAGEMENT LLC | TRIAD WEALTH PARTNERS, LLC | Mar 13, 2026 | Aug 11, 2026 | 151 | Firm change | RIA to RIA |
| Mariner | PARAGON CAPITAL MANAGEMENT LLC | Oct 29, 2019 | Dec 12, 2019 | 44 | Firm change | Ibd to RIA |
| 440 INVESTMENT GROUP, LLC | Mariner | Mar 31, 2018 | Mar 12, 2018 | -19 | Firm change | Other |
| Mariner | FIRSTPOINT FINANCIAL, LLC | Jun 1, 2017 | May 21, 2015 | -742 | Firm change after gap | Other |
| FIRSTPOINT FINANCIAL, LLC | 440 INVESTMENT GROUP, LLC | Mar 22, 2017 | Jun 1, 2017 | 71 | Channel change | Other |
| FIRSTPOINT FINANCIAL, LLC | Mariner | Jan 21, 2016 | Mar 17, 2015 | -310 | Firm change after gap | Other |
| MWA FINANCIAL SERVICES, INC. | FIRSTPOINT FINANCIAL, LLC | Nov 17, 2014 | Dec 15, 2014 | 28 | Firm change | Other |
| MADISON AVENUE SECURITIES, LLC | MWA FINANCIAL SERVICES, INC. | Feb 28, 2014 | Jul 24, 2014 | 146 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155399:140195:KS:2018-03-31 | Mar 31, 2018 | Mar 12, 2018 | OVERLAND PARK, KS | Firm change |
| 168793:140195:KS:2016-01-21 | Jan 21, 2016 | Mar 17, 2015 | LEAWOOD, KS | Firm change after gap |