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

Nicholas Antonio Lopez

Retirement Planners Of Americaindependent RIAPlano, TxIA-onlyIAPD 6681813

Feed of 09/14/2026

Also filed as Nicholas Antonio Lopez

At current firm

0 y

since Dec 15, 2025

In the industry

10 y

since Jul 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Retirement Planners Of America independent RIA current
since Dec 15, 2025 · Plano, Tx
Triad Wealth Partners, LLC independent RIA
Oct 29, 2025 to Nov 25, 2025 · Southlake, Tx
Coppell Advisory Solutions LLC independent RIA
Aug 14, 2025 to Dec 9, 2025 · Dallas, Tx
Retirement Planners Of America independent RIA
Apr 24, 2023 to Aug 28, 2024 · Plano, Tx
Fisher Investments independent RIA
Oct 29, 2021 to Apr 18, 2023 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Coppell Advisory Solutions LLC to Triad Wealth Partners, LLC
left Dec 9, 2025, registered Oct 29, 2025 (-41 days) · RIA to RIA · moved with a team
Triad Wealth Partners, LLC to Retirement Planners Of America
left Nov 25, 2025, registered Dec 15, 2025 (20 days) · RIA to RIA
Retirement Planners Of America to Coppell Advisory Solutions LLC
left Aug 28, 2024, registered Aug 14, 2025 (351 days) · RIA to RIA
Fisher Investments to Retirement Planners Of America
left Apr 18, 2023, registered Apr 24, 2023 (6 days) · RIA to RIA

Signals

Nicholas Antonio Lopez left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-10-29)
Dec 9, 2025 · Advisor changed firm · fact
Nicholas Antonio Lopez left Triad Wealth Partners, Llc for Retirement Planners Of America (registered 2025-12-15)
Nov 25, 2025 · Advisor changed firm · fact
Nicholas Antonio Lopez left Retirement Planners Of America for Coppell Advisory Solutions Llc (registered 2025-08-14)
Aug 28, 2024 · Advisor changed firm · fact
Nicholas Antonio Lopez left Fisher Investments for Retirement Planners Of America (registered 2023-04-24)
Apr 18, 2023 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address