TP
Tyson A. Pointer
TRIAD WEALTH PARTNERS
FRISCO, TX 75034
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CRD#: 7990201
TP
Professional summary
Tyson Andrew Pointer is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Frisco, Texas.
Tyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tyson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-- PARAMOUNT WEALTH GROUP POSITION: Financial Representative NATURE: DBA/Financial Services/Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 9/30/2024 ADDRESS: 5 COWBOYS WAY ST 300, FRISCO TX, 75034, United States DESCRIPTION: DBA; Life Insurance sales to customers; and Financial Services.
CRS (Client Relationship Summary) - RIA
Click below to view Tyson Andrew Pointer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 4, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 5 Cowboys Way Suite 300, Frisco, TX 75034RIA
CRD#: 326523
FRISCO, TX
Past
April 30, 2025 - June 5, 2025
GWN SECURITIES INC.
BD
CRD#: 128929
FRISCO, TX
Past
April 7, 2025 - June 5, 2025
GWN SECURITIES INC.
RIA
CRD#: 128929
FRISCO, TX
Past
November 22, 2024 - April 2, 2025
GWN SECURITIES INC.
RIA
CRD#: 128929
FRISCO, TX
Past
October 19, 2024 - April 2, 2025
GWN SECURITIES INC.
BD
CRD#: 128929
FRISCO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL
CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - (6/9/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL
CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - (6/9/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,978 |
| AUM (Assets Under Management) | $ 424,994,398 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRIAD WEALTH PARTNERS, LLC
CRD#: 326523Frisco, TX 75034TRUST BUT VERIFY
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