DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

David Robert Seufer

Triad Wealth Partners, LLCindependent RIALawrence, Ks IA-onlyIAPD 5681165

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as David Seufer

At current firm

1 y

since Nov 21, 2024

In the industry

17 y

since Sep 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Triad Wealth Partners, LLC independent RIA current
since Nov 21, 2024 · Aurora, Co
Nectarine no RAUM
May 8, 2024 to Nov 22, 2024 · Aurora, Co
Gravitas Wealth Planning unclassified
Apr 13, 2023 to Nov 25, 2025 · Aurora, Co
Wealthsource? former
Sep 30, 2019 to Nov 30, 2022 · Centennial, Co
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jul 24, 2019 · Boston, Ma
Strategic Advisers LLC national BD
Jul 30, 2013 to Jul 13, 2018 · Greenwood Village, Co
Bancwest Investment Services, Inc. (Bwis) former
Jul 26, 2011 to Feb 11, 2013 · Berthoud, Co
Transamerica Financial Advisors, LLC BD affiliated
Sep 3, 2009 to Jul 21, 2011 · Cedar Rapids, Ia

Moves

a registration end followed by a registration begin elsewhere

Gravitas Wealth Planning to Nectarine
left Nov 25, 2025, registered May 8, 2024 (-566 days) · Other
Nectarine to Triad Wealth Partners, LLC
left Nov 22, 2024, registered Nov 21, 2024 (-1 days) · Other
Wealthsource? to Gravitas Wealth Planning
left Nov 30, 2022, registered Apr 13, 2023 (134 days) · Other
Fidelity Personal And Workplace Advisors to Wealthsource?
left Jul 24, 2019, registered Sep 30, 2019 (68 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Bancwest Investment Services, Inc. (Bwis) to Strategic Advisers LLC
left Feb 11, 2013, registered Jul 30, 2013 (169 days) · Other
Transamerica Financial Advisors, LLC to Bancwest Investment Services, Inc. (Bwis)
left Jul 21, 2011, registered Jul 26, 2011 (5 days) · Other

Signals

David Robert Seufer left Gravitas Wealth Planning for Nectarine (registered 2024-05-08)
Nov 25, 2025 · Advisor changed firm · fact
David Robert Seufer left Nectarine for Triad Wealth Partners, Llc (registered 2024-11-21)
Nov 22, 2024 · Advisor changed firm · fact
David Robert Seufer left Wealthsource? for Gravitas Wealth Planning (registered 2023-04-13)
Nov 30, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address