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

Scott Clifford Grover

Triad Wealth Partners, LLCindependent RIALogan, Ut IA-onlyIAPD 6012102

Feed of 09/14/2026

Also filed as Scott C Grover

At current firm

0 y

since Nov 10, 2025

In the industry

14 y

since Sep 6, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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 10, 2025 · Lawrence, Ks
Coppell Advisory Solutions LLC independent RIA
Aug 22, 2024 to Mar 6, 2026 · Dallas, Tx
Strategic Advocates, LLC former
Oct 13, 2022 to Aug 1, 2024 · Sacramento, Ca
Cambridge Investment Research Advisors, Inc. BD affiliated
Mar 9, 2017 to Dec 31, 2022 · Logan, Ut
Cuna Brokerage Services, Inc. former
Jan 21, 2016 to Feb 15, 2017 · Logan, Ut
Cambridge Investment Research Advisors, Inc. BD affiliated
Jun 19, 2015 to Sep 23, 2015 · Logan, Ut

Moves

a registration end followed by a registration begin elsewhere

Coppell Advisory Solutions LLC to Triad Wealth Partners, LLC
left Mar 6, 2026, registered Nov 10, 2025 (-116 days) · RIA to RIA · moved with a team
Strategic Advocates, LLC to Coppell Advisory Solutions LLC
left Aug 1, 2024, registered Aug 22, 2024 (21 days) · RIA to RIA
Cambridge Investment Research Advisors, Inc. to Strategic Advocates, LLC
left Dec 31, 2022, registered Oct 13, 2022 (-79 days) · Affiliated broker-dealer or bank to a newly registered adviser
Cuna Brokerage Services, Inc. to Cambridge Investment Research Advisors, Inc.
left Feb 15, 2017, registered Mar 9, 2017 (22 days) · Other
Cambridge Investment Research Advisors, Inc. to Cuna Brokerage Services, Inc.
left Sep 23, 2015, registered Jan 21, 2016 (120 days) · Other

Signals

Scott Clifford Grover left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-11-10)
Mar 6, 2026 · Advisor changed firm · fact
Scott Clifford Grover left Strategic Advocates, Llc for Coppell Advisory Solutions Llc (registered 2024-08-22)
Aug 1, 2024 · Advisor changed firm · fact
Scott Clifford Grover left Cambridge Investment Research Advisors, Inc. for Strategic Advocates, Llc (registered 2022-10-13)
Dec 31, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address