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
Arrivals at 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 |
|---|---|---|---|---|---|
| Troy Lane Stine | Prosperity Capital Advisors independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Sep 11, 2026 | Sep 11, 2026 |
| Ebony Rideau | Prosperity Capital Advisors independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Sep 11, 2026 | Sep 11, 2026 |
| Timothy Peter Marcinek | Cambridge Investment Research Advisors, Inc. BD affiliated | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2026 | Jul 21, 2026 |
| Zachary Maxwell Williams | Gibbs Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Jun 2, 2026 | Jul 10, 2026 (38 d) |
| Laura Leigh Watson Schultz | Creativeone Wealth, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | May 27, 2026 | May 18, 2026 |
| Alexis Burchett | Ae Wealth Management, LLC BD affiliated | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2026 | Jun 29, 2026 (42 d) |
| Lisa Rose Mange | Mariner BD affiliated | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | Jul 2, 2026 (62 d) |
| Hunter David Wright | Solutions 4 Wealth independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Apr 17, 2026 | Jun 24, 2026 (68 d) |
| Sara Lewis | Strategic Advisers LLC national BD | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2026 | Apr 22, 2026 |
| Jamie Christopher Cinotto | Paragon Capital Management LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Mar 13, 2026 | Aug 11, 2026 (151 d) |
| Scott Clifford Grover | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Mar 6, 2026 | Nov 10, 2025 |
| Nicolas John Pesci | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Oct 31, 2025 |
| Jason Lee Goold | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Nov 3, 2025 |
| John Charles Clement | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Nov 3, 2025 |
| Jon Rhen Brown | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Nov 3, 2025 |
| Jessica Eden Sicking | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Jan 22, 2026 | Oct 29, 2025 |
| Terence K Brown | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Dec 22, 2025 | Dec 22, 2025 |
| Nicholas Antonio Lopez | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Dec 9, 2025 | Oct 29, 2025 |
| Zachary Michael Zager | Foundations Investment Advisors LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Sep 10, 2025 | Sep 2, 2025 |
| Patrick B. Miles | Brookstone Wealth Advisors, LLC no RAUM | Triad Wealth Partners, LLC independent RIA | Other | Jul 1, 2025 | Feb 25, 2025 |
| John Paul Johnson | Gwn Securities Inc. BD affiliated | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2025 | Jun 4, 2025 |
| Tyson Andrew Pointer | Gwn Securities Inc. BD affiliated | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2025 | Jun 4, 2025 |
| Chad William Golseth | Brookstone Wealth Advisors, LLC no RAUM | Triad Wealth Partners, LLC independent RIA | Other | May 29, 2025 | Feb 25, 2025 |
| Jacob Merrill Golseth | Brookstone Wealth Advisors, LLC no RAUM | Triad Wealth Partners, LLC independent RIA | Other | May 29, 2025 | Feb 25, 2025 |
| Jessica Bonnett | Strategic Advisers LLC national BD | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2025 | Mar 23, 2026 (299 d) |
| Jonathan Moss Frances | Creativeone Wealth, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Apr 15, 2025 | Apr 3, 2025 |
| Michael Francis Irwin | Coppell Advisory Solutions LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Jan 7, 2025 | Jan 8, 2025 |
| David Robert Seufer | Nectarine no RAUM | Triad Wealth Partners, LLC independent RIA | Other | Nov 22, 2024 | Nov 21, 2024 |
| Joshua Lloyd Ottinger | Gibbs Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Nov 18, 2024 | Nov 19, 2024 |
| Jackson Sheputis | Hightower Advisors, LLC BD affiliated | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2024 | Nov 15, 2024 |
| Brennan Tyler Sarbaugh | Foundations Investment Advisors LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Sep 10, 2024 | Oct 8, 2024 |
| Christy Jo Drake Dodge | Edelman Financial Engines independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Apr 15, 2024 | May 16, 2024 (31 d) |
| Dante Anthony Smith | Onedigital institutional | Triad Wealth Partners, LLC independent RIA | Other | Mar 25, 2024 | Jul 12, 2024 (109 d) |
| Mitchell Curtis Hockenbury | Cgn Advisors, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Jan 9, 2024 | Jun 7, 2024 (150 d) |
| Scott Michael Rinehart | Verifi Financial unclassified | Triad Wealth Partners, LLC no RAUM | Other | Dec 1, 2023 | Dec 5, 2023 |
| Nicklaus Edwin Whitaker | Triad Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Mar 17, 2023 | Aug 11, 2023 (147 d) |
| Mark David Harper | Triad Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Mar 17, 2023 | Aug 11, 2023 (147 d) |
| Logan Thomas Wolfley | Schwarz Investment Partners independent RIA | Triad Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | May 17, 2022 | Oct 4, 2023 (505 d) |
| Erick Alexander Aguayo | Hohimer Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 15, 2021 | Aug 17, 2023 (671 d) |
| Craig Steven Sullivan | Visionary Wealth Management, LLC no RAUM | Triad Wealth Partners, LLC independent RIA | Other | Aug 11, 2021 | Oct 28, 2025 (1539 d) |
| Devin Warren Choules | Visionary Wealth Management, LLC no RAUM | Triad Wealth Partners, LLC independent RIA | Other | Aug 11, 2021 | Nov 5, 2025 (1547 d) |
| Brent Martin Coggins | Securian Financial Services, Inc. other | Triad Wealth Partners, LLC no RAUM | Other | Feb 24, 2012 | Jul 28, 2023 (4172 d) |
Page 1 of 1
42 moves match.