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Jessica Eden Sicking

Triad Wealth Partners, LLC

Southlake, TX

Lawrence, KS

CRD 5319988

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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:

Current Employers
Triad Wealth Partners, Llc

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

2530 E State Hwy 114 Suite 120, Southlake, TX 76092 • United States

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 11/2013 06/2017
Td Ameritrade, Inc Fort Worth TX 06/2017 06/2024
Charles Schwab And Co., Inc. Fort Worth TX 12/2022 10/2024
Coppell Advisory Solutions Llc Coppell TX 07/2025 Present
Sullivan Financial Partners Southlake TX 07/2025 Present
Sicking Safety System Fort Worth TX 11/2024 06/2025
Triad Wealth Partners Lawrence KS 10/2025 Present
  • 11/2013 → 06/2017
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 06/2017 → 06/2024
    Td Ameritrade, Inc
    Fort Worth, TX
  • 12/2022 → 10/2024
    Charles Schwab And Co., Inc.
    Fort Worth, TX
  • 07/2025 → Present
    Coppell, TX
  • 07/2025 → Present
    Sullivan Financial Partners
    Southlake, TX
  • 11/2024 → 06/2025
    Sicking Safety System
    Fort Worth, TX
  • 10/2025 → Present
    Triad Wealth Partners
    Lawrence, KS
Previous Registrations
  • 2025-07-18 → 2026-01-22
    Southlake, TX
    Dallas, TX
  • 2022-01-26 → 2024-11-06
    Southlake, TX
    Westlake, TX
  • 2017-07-06 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Westlake, TX
  • 2017-07-06 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
Other Businesses

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 07/2025; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-05
S63 Uniform Securities Agent State Law Examination 2007-06-14
  • S66 Uniform Combined State Law Examination
    2017-07-05
  • S63 Uniform Securities Agent State Law Examination
    2007-06-14
Designations
  • Certified Financial Planner
Other Names
  • Eden Sicking
  • Jessica Sicking
  • Jessica Eden Sicking
  • Jessica Eden Eden Sicking

View on SEC IAPD

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