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Current Employers
Triad Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-08
  • VA RA
    APPROVED
    Since 2025-01-08

Branch Locations

1010 Ednam Center Suite 205, Charlottesville, VA 22903 • United States

1320 Central Park Boulevard Suite 200, Fredericksburg, VA 22401 • United States

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

4900 Cox Road Suite 195, Glen Allen, VA 23060 • 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
Gibbs Wealth Management, Llc Richmond VA 09/2022 12/2023
Irwin Marketing Manakin Sabot VA 03/2007 Present
Coppell Advisory Solutions Coppell TX 12/2023 01/2025
Triad Wealth Partners, Llc Lawrence KS 01/2025 Present
Prosperity Growth Strategies Wealth Management Richmond VA 03/2007 Present
  • 09/2022 → 12/2023
    Richmond, VA
  • 03/2007 → Present
    Irwin Marketing
    Manakin Sabot, VA
  • 12/2023 → 01/2025
    Coppell Advisory Solutions
    Coppell, TX
  • 01/2025 → Present
    Lawrence, KS
  • 03/2007 → Present
    Prosperity Growth Strategies Wealth Management
    Richmond, VA
Previous Registrations
Other Businesses

NAME OF OTHER BUSINESS: PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION START DATE: 03/2007 APX NUMBER OF HOURS PER WEEK: 40 APX HOURS DURING TRADING HOURS: VARIES POSTION/TITLE/RELATIONSHIP: FOUNDER AND PRESIDENT BRIEF DESCRIPTION OF DUTIES: INDEPENDENT INSURANCE AGENCY THAT SELLS AND SERVICES LIFE INSURANCE AND ANNUITY POLICIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-23
  • S65 Uniform Investment Adviser Law Examination
    2022-08-23

View on SEC IAPD

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