Christopher Lee Patton

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2017
  Usaa, Fsb
  Colorado Springs, CO
• 01/2017 → 01/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2011 → Present
  Advocare
  Plano, TX
• 07/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 06/2024 → Present
  Sullivan Financial Partners
  Southlake, TX
• 10/2025 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2025-07-07 → 2026-01-22
  Coppell Advisory Solutions Llc
  Dallas, TX
  Southlake, TX

Other Businesses

1. ADVOCARE, NOT INVESTMENT-RELATED, 2801 SUMMIT AVE, PLANO, TX 75074, FOOD/BEVERAGE PRODUCTION, ADVOCARE ADVISOR/DISTRIBUTOR, 01/01/2011, LESS THAN 20 HPM, NONE DURING TRADING HOURS, SALES OF SPORTS NUTRITION ADVICE AND SUPPLEMENTS. 2. INTERNATIONAL WEALTH MANAGEMENT DBA SULLIVAN FINANCIAL PARTNERS; 1300 NORTH WHITE CHAPEL BLVD, SUITE 200, SOUTHLAKE, TX 76092; INSURANCE AGENT SELLING FIXED INSURANCE, ANNUITIES AND FIXED INDEXED ANNUITIES; CORP; DATE STARTED 06/2024; 80 HOURS/MONTH/40 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-27
• S63 Uniform Securities Agent State Law Examination
  2008-01-04

Other Names

• Chris Patton