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Current Employers
Triad Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-10
  • PA RA
    APPROVED
    Since 2025-02-10

Branch Locations

54 Old Highway 22 Suite 222, Clinton, NJ 08809 • United States

1605 N. Cedar Crest Blvd, Allentown, PA 18104 • 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
Strategic Wealth Alliance Allentown PA 01/2025 07/2026
Dacinia Digital Remote PA 08/2023 Present
Symetra Financial Remote PA 02/2024 10/2024
Blue Ridge Winery Saylorsburg PA 08/2021 12/2023
Matthews Medical Wind Gap PA 09/2021 10/2022
Adp Allentown PA 08/2020 08/2021
Full Time Student Bethlehem PA 02/2015 12/2020
28Ten Group Allentown PA 07/2026 Present
  • 01/2025 → 07/2026
    Strategic Wealth Alliance
    Allentown, PA
  • 08/2023 → Present
    Dacinia Digital
    Remote, PA
  • 02/2024 → 10/2024
    Symetra Financial
    Remote, PA
  • 08/2021 → 12/2023
    Blue Ridge Winery
    Saylorsburg, PA
  • 09/2021 → 10/2022
    Matthews Medical
    Wind Gap, PA
  • 08/2020 → 08/2021
    Adp
    Allentown, PA
  • 02/2015 → 12/2020
    Full Time Student
    Bethlehem, PA
  • 07/2026 → Present
    28Ten Group
    Allentown, PA
Other Businesses

1. The name of the other business: Dacinia Digital. Whether the business is investment-related: No. The address of the other business: 502 W 7th Street, Ste 100, Erie, PA 16502. The nature of the other business: Digital Agency which empowers clients through establishment and growth of their online presence. This is done by way of services, such as, but not limited to, Website Design & Development; Search Engine Optimization (SEO); and Social Media Content & Marketing. Your position, title, or relationship with the other business: Owner/President. The start date: 08/01/2023. The approximate number of hours/months you devote to the other business: 16. Hours during trading hours: 0. Briefly describe your duties relating to the other business: Managing clients at a high level and ensuring the work they contract through our agency gets completed effectively, along with managing client relationships.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21

View on SEC IAPD

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