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.
Advisor moves
Departures from Triad Wealth Partners, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patrick B. Miles | Triad Wealth Partners, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Sep 1, 2026 | Jul 31, 2026 |
| Jessica Bonnett | Triad Wealth Partners, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 14, 2026 | Aug 27, 2026 (44 d) |
| Chad William Golseth | Triad Wealth Partners, LLC independent RIA | Chadwick Financial state registered | RIA to a state-registered adviser | Jun 30, 2026 | Oct 7, 2025 |
| Jacob Merrill Golseth | Triad Wealth Partners, LLC independent RIA | Chadwick Financial state registered | RIA to a state-registered adviser | Jun 30, 2026 | Oct 9, 2025 |
| Christy Jo Drake Dodge | Triad Wealth Partners, LLC independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 2, 2025 | Apr 1, 2026 (120 d) |
| Nicholas Antonio Lopez | Triad Wealth Partners, LLC independent RIA | Retirement Planners Of America independent RIA | RIA to RIA | Nov 25, 2025 | Dec 15, 2025 |
| Logan Thomas Wolfley | Triad Wealth Partners, LLC independent RIA | Rea Financial no RAUM | RIA to a newly registered adviser | Nov 11, 2025 | Apr 20, 2026 (160 d) |
| Dante Anthony Smith | Triad Wealth Partners, LLC independent RIA | Wealthplan Investment Management LLC independent RIA | RIA to RIA | Apr 23, 2025 | May 14, 2025 |
| Erick Alexander Aguayo | Triad Wealth Partners, LLC independent RIA | Aerodigm Wealth LLC independent RIA | RIA to RIA | Mar 26, 2024 | Feb 27, 2026 (703 d) |
| Matthew Christian Weglarz | Triad Wealth Partners, LLC no RAUM | Buffalo Run Wealth Advisors LLC state registered | Other | Aug 29, 2023 | Jan 13, 2026 (868 d) |
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10 moves match.