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Current Employers
Triad Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-12
NJ RA APPROVED 2026-03-30
PA RA APPROVED 2026-03-25
  • FL RA
    APPROVED
    Since 2026-05-12
  • NJ RA
    APPROVED
    Since 2026-03-30
  • PA RA
    APPROVED
    Since 2026-03-25

Branch Locations

1605 N. Cedar Crest Blvd. Suite 108, Allentown, PA 18104 • United States

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

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iq Pest Solutions Emmaus PA 04/2015 01/2023
Strategic Wealth Alliance Group Allentown PA 01/2023 07/2026
Triad Wealth Partners, Llc Lawrence KS 02/2026 Present
28Ten Group Allentown PA 07/2026 Present
  • 04/2015 → 01/2023
    Iq Pest Solutions
    Emmaus, PA
  • 01/2023 → 07/2026
    Strategic Wealth Alliance Group
    Allentown, PA
  • 02/2026 → Present
    Lawrence, KS
  • 07/2026 → Present
    28Ten Group
    Allentown, PA
Other Businesses

NAME OF OTHER BUSINESS: STRATEGIC WEALTH ALLIANCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 01/2023 APX NUMBER OF HOURS PER WEEK: 40 APX HOURS DURING TRADING HOURS: VARIES POSTION/TITLE: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR LIFE, ACCIDENT AND HEALTH INSURANCE, INCLUDES ANNUITY POLICIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-20
  • S65 Uniform Investment Adviser Law Examination
    2026-02-20

View on SEC IAPD

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