Connor Timothy Barth

Current Employers

Triad Wealth Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-05-22

OH RA
APPROVED

Since 2026-05-22

Branch Locations

22710 Fairview Center Dr., Fairview Park, OH 44126 • United States

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

2000 Auburn Drive Suite 200, Beachwood, OH 44122 • 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

Organization	City	State	From	To
Triad Wealth Partners	Lawrence	KS	05/2026	Present
Preservation Retirement Services	Fairview Park	OH	11/2025	Present
Sterling Foundation Management	Reston	VA	02/2023	10/2025
Sterling Foundation Management	Reston	VA	06/2022	02/2023
Silverado	Annandale	VA	07/2021	06/2022
Full Time Student	Annandale	VA	08/2019	06/2021
Mosquito Joe	Lanham	MD	08/2018	08/2019
Full Time Student	Lanham	MD	04/2016	08/2018

05/2026 → Present

Triad Wealth Partners

Lawrence, KS
11/2025 → Present

Preservation Retirement Services

Fairview Park, OH
02/2023 → 10/2025

Sterling Foundation Management

Reston, VA
06/2022 → 02/2023

Sterling Foundation Management

Reston, VA
07/2021 → 06/2022

Silverado

Annandale, VA
08/2019 → 06/2021

Full Time Student

Annandale, VA
08/2018 → 08/2019

Mosquito Joe

Lanham, MD
04/2016 → 08/2018

Full Time Student

Lanham, MD

Other Businesses

Name of other Business: Preservation Retirement Services; Investment Related: Yes; 22710 Fairview Center Dr., Fairview Park, OH 44126; Nature of Business: Insurance Sales; Position/Title: Insurance Agent; Start Date: October 2025; Approximate Number of hours/month: Varies per month, represents a material amount of time; During trading hours: Varies; Duties relating to business: Service and Sales of Insurance lines including health and life insurance and annuities.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-11

S65 Uniform Investment Adviser Law Examination

2025-08-11