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RIA / WealthAdvisor13 years in industry

TERENCE K BROWN

Advisor at TRIAD WEALTH PARTNERS, LLC

Garner, NC | Fayetteville, NC | LAWRENCE, KS | Raleigh, NC

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Search this name across graphsid dfx:ria:d815bc95-ccfa-d4cc-7fac-18b5370b5422

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2016 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: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Sep 26, 2016
First registration: Sep 26, 2016
Dual registered: no
IAPD individual key: 6260397

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	Dec 22, 2025	n/a	yes	Garner, NC\|LAWRENCE, KS\|Raleigh, NC\|Fayetteville, NC	Current employment
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Aug 27, 2021	Dec 22, 2025	no	Raleigh, NC\|DALLAS, TX	Previous registration
VISIONARY WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 23, 2021	Aug 11, 2021	no	ALPHARETTA, GA\|CARY, NC	Previous registration
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Jun 15, 2020	Sep 23, 2021	no	CARY, NC\|ALPHARETTA, GA	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Jul 9, 2019	May 28, 2020	no	Raleigh, NC	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Sep 26, 2016	Jul 13, 2017	no	Lehi, UT\|PORTLAND, OR	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 22, 2025	Dec 22, 2025	0	Firm change	RIA to RIA
GIBBS WEALTH MANAGEMENT, LLC	VISIONARY WEALTH MANAGEMENT, LLC	Sep 23, 2021	Apr 23, 2021	-153	Firm change after gap	RIA to new firm
VISIONARY WEALTH MANAGEMENT, LLC	COPPELL ADVISORY SOLUTIONS LLC	Aug 11, 2021	Aug 27, 2021	16	Firm change	Other
COPPELL ADVISORY SOLUTIONS LLC	GIBBS WEALTH MANAGEMENT, LLC	May 28, 2020	Jun 15, 2020	18	Firm change	RIA to RIA
M HOLDINGS SECURITIES, INC.	COPPELL ADVISORY SOLUTIONS LLC	Jul 13, 2017	Jul 9, 2019	726	Firm change after gap	Other

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 22, 2025	Dec 22, 2025	DALLAS, TX	Firm change

Relationships

Registered with (5)

→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Aug 27, 2021 to Dec 22, 2025factForm ADV
→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 15, 2020 to Sep 23, 2021factForm ADV
→ VISIONARY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 23, 2021 to Aug 11, 2021factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 26, 2016 to Jul 13, 2017factForm ADV

Dated events

Occurred
Dec 22, 2025
Advisor changed firm
Terence K Brown left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-12-22)
Form ADVobserved 5 days ago