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RIA / WealthAdvisor14 years in industry

Scott Clifford Grover

Advisor at TRIAD WEALTH PARTNERS, LLC

Logan, UT | LAWRENCE, KS

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Search this name across graphsid dfx:ria:ee4ddc8a-a5c5-f7c4-90e8-45837fb49945

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 19, 2015 to Sep 14, 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: Sep 6, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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: S63|S66
First exam: Sep 6, 2012
First registration: Jun 19, 2015
Dual registered: no
Other names: SCOTT C GROVER
IAPD individual key: 6012102

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	Nov 10, 2025	n/a	yes	LAWRENCE, KS\|Logan, UT	Current employment
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Aug 22, 2024	Mar 6, 2026	no	DALLAS, TX\|Logan, UT	Previous registration
STRATEGIC ADVOCATES, LLC	Former SEC adviser	Oct 13, 2022	Aug 1, 2024	no	SACRAMENTO, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 9, 2017	Dec 31, 2022	no	Logan, UT	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Jan 21, 2016	Feb 15, 2017	no	Logan, UT\|OGDEN, UT	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 19, 2015	Sep 23, 2015	no	LOGAN, UT	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	Mar 6, 2026	Nov 10, 2025	-116	Firm change after gap	RIA to RIA
STRATEGIC ADVOCATES, LLC	COPPELL ADVISORY SOLUTIONS LLC	Aug 1, 2024	Aug 22, 2024	21	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	STRATEGIC ADVOCATES, LLC	Dec 31, 2022	Oct 13, 2022	-79	Firm change after gap	Ibd to new firm
CUNA BROKERAGE SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 15, 2017	Mar 9, 2017	22	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CUNA BROKERAGE SERVICES, INC.	Sep 23, 2015	Jan 21, 2016	120	Firm change	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:UT:2026-02-25	Mar 6, 2026	Nov 10, 2025	LOGAN, UT	Firm change after gap

Relationships

Registered with (5)

→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Aug 22, 2024 to Mar 6, 2026factForm ADV
→ STRATEGIC ADVOCATES, LLCRegistered adviserregistration: previous registration
Oct 13, 2022 to Aug 1, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 9, 2017 to Dec 31, 2022factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jan 21, 2016 to Feb 15, 2017factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Scott Clifford Grover left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-11-10)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2024
Advisor changed firm
Scott Clifford Grover left Strategic Advocates, Llc for Coppell Advisory Solutions Llc (registered 2024-08-22)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Scott Clifford Grover left Cambridge Investment Research Advisors, Inc. for Strategic Advocates, Llc (registered 2022-10-13)
Form ADVobserved 5 days ago