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Advisor at ROOT FINANCIAL PARTNERS
AUSTIN, TX | Hays, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROOT FINANCIAL PARTNERS | Independent wealth | Aug 31, 2026 | n/a | yes | Hays, KS|AUSTIN, TX | Current employment |
| PANDOWEALTH. LLC | Mixed wealth | May 23, 2024 | Aug 31, 2026 | no | Hays, KS|PEACHTREE CITY, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PANDOWEALTH. LLC | ROOT FINANCIAL PARTNERS | Aug 31, 2026 | Aug 31, 2026 | 0 | Firm change | RIA to RIA |