DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRIAD WEALTH PARTNERS, LLC
LAWRENCE, KS | FRISCO, 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 |
|---|---|---|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | Independent wealth | Jun 4, 2025 | n/a | yes | LAWRENCE, KS|FRISCO, TX | Current employment |
| GWN SECURITIES INC. | Bd affiliated wealth | Nov 16, 2012 | Jun 5, 2025 | no | PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|MESQUITE, TX|Richardson, TX|FORT WORTH, TX|FRISCO, TX|RICHARDSON, TX|FRISCO, TX | Previous registration |
| LEGEND ADVISORY, LLC | Former SEC adviser | Mar 20, 2012 | Nov 16, 2012 | no | MESQUITE, TX|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GWN SECURITIES INC. | TRIAD WEALTH PARTNERS, LLC | Jun 5, 2025 | Jun 4, 2025 | -1 | Firm change | Ibd to RIA |
| LEGEND ADVISORY, LLC | GWN SECURITIES INC. | Nov 16, 2012 | Nov 16, 2012 | 0 | Firm change | Other |