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Advisor at CHADWICK FINANCIAL
COLLEYVILLE, TX
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 |
|---|---|---|---|---|---|---|
| CHADWICK FINANCIAL | State registered | Oct 7, 2025 | n/a | yes | COLLEYVILLE, TX | Current employment |
| TRIAD WEALTH PARTNERS, LLC | Independent wealth | Feb 25, 2025 | Jun 30, 2026 | no | Colleyville, TX|Bedford, TX|LAWRENCE, KS | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Feb 12, 2014 | May 29, 2025 | no | BEDFORD, TX | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Jan 14, 2013 | Feb 13, 2014 | no | BEDFORD, TX|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | CHADWICK FINANCIAL | Jun 30, 2026 | Oct 7, 2025 | -266 | Firm change after gap | RIA to state RIA |
| BROOKSTONE WEALTH ADVISORS, LLC | TRIAD WEALTH PARTNERS, LLC | May 29, 2025 | Feb 25, 2025 | -93 | Firm change after gap | Other |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | BROOKSTONE WEALTH ADVISORS, LLC | Feb 13, 2014 | Feb 12, 2014 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137658:326523:TX:2025-05-29 | May 29, 2025 | Feb 25, 2025 | BEDFORD, TX | Firm change after gap |