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

Timothy Peter Marcinek

Triad Wealth Partners, LLCindependent RIALawrence, Ks IA-onlyIAPD 5905733

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Tim Marcinek

At current firm

0 y

since Jul 21, 2026

In the industry

15 y

since Feb 4, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Jul 21, 2026 · Fairview Park, Oh
Cambridge Investment Research Advisors, Inc. BD affiliated
Apr 13, 2023 to Aug 11, 2026 · North Olmstead, Oh
Aurelius Family Office, LLC independent RIA
Oct 4, 2022 to Apr 5, 2023 · Westlake, Oh
Mclean Asset Management Corp. independent RIA
May 3, 2022 to Dec 31, 2022 · Tysons, Va
Cornerstone Wealth Management independent RIA
Apr 8, 2014 to Mar 17, 2022 · Westlake, Oh
Westshore Financial unclassified
Jan 24, 2014 to May 21, 2014 · Westlake, Oh
Prosperity Capital Advisors independent RIA
Mar 29, 2011 to Jan 29, 2014 · Westlake, Oh

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Triad Wealth Partners, LLC
left Aug 11, 2026, registered Jul 21, 2026 (-21 days) · Affiliated broker-dealer or bank to independent RIA
Aurelius Family Office, LLC to Cambridge Investment Research Advisors, Inc.
left Apr 5, 2023, registered Apr 13, 2023 (8 days) · RIA to affiliated broker-dealer or bank
Mclean Asset Management Corp. to Aurelius Family Office, LLC
left Dec 31, 2022, registered Oct 4, 2022 (-88 days) · RIA to a newly registered adviser
Cornerstone Wealth Management to Mclean Asset Management Corp.
left Mar 17, 2022, registered May 3, 2022 (47 days) · RIA to RIA
Westshore Financial to Cornerstone Wealth Management
left May 21, 2014, registered Apr 8, 2014 (-43 days) · Other
Prosperity Capital Advisors to Westshore Financial
left Jan 29, 2014, registered Jan 24, 2014 (-5 days) · Other

Signals

Timothy Peter Marcinek left Cambridge Investment Research Advisors, Inc. for Triad Wealth Partners, Llc (registered 2026-07-21)
Aug 11, 2026 · Advisor changed firm · fact
Timothy Peter Marcinek left Aurelius Family Office, Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-04-13)
Apr 5, 2023 · Advisor changed firm · fact
Timothy Peter Marcinek left Mclean Asset Management Corp. for Aurelius Family Office, Llc (registered 2022-10-04)
Dec 31, 2022 · Advisor changed firm · fact
Timothy Peter Marcinek left Cornerstone Wealth Management for Mclean Asset Management Corp. (registered 2022-05-03)
Mar 17, 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address