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.
Feed of 09/14/2026
At current firm
0 y
since Apr 20, 2026
In the industry
17 y
since Mar 1, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Rea Financial independent RIA currentsince Apr 20, 2026 · Orlando, Fl
- Triad Wealth Partners, LLC independent RIAJan 19, 2024 to Nov 11, 2025 · Lawrence, Ks
- Triad Wealth Partners, LLC independent RIAOct 4, 2023 to Dec 31, 2023 · Lawrence, Ks
- Schwarz Investment Partners independent RIANov 5, 2021 to May 17, 2022 · Silver Lake, Ks
- Ofg Financial Services, Inc. independent RIAOct 12, 2021 to May 17, 2022 · Silver Lake, Ks
Moves
a registration end followed by a registration begin elsewhere
- Triad Wealth Partners, LLC to Rea Financialleft Nov 11, 2025, registered Apr 20, 2026 (160 days) · RIA to a newly registered adviser
- Schwarz Investment Partners to Triad Wealth Partners, LLCleft May 17, 2022, registered Oct 4, 2023 (505 days) · RIA to a newly registered adviser
- Ofg Financial Services, Inc. to Schwarz Investment Partnersleft May 17, 2022, registered Nov 5, 2021 (-193 days) · RIA to RIA
Signals
- Logan Thomas Wolfley left Triad Wealth Partners, Llc for Rea Financial (registered 2026-04-20)Nov 11, 2025 · Advisor changed firm · fact
- Logan Thomas Wolfley left Schwarz Investment Partners for Triad Wealth Partners, Llc (registered 2023-10-04)May 17, 2022 · Advisor changed firm · fact
- Logan Thomas Wolfley left Ofg Financial Services, Inc. for Schwarz Investment Partners (registered 2021-11-05)May 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address