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.

Current firm

ROOT FINANCIAL PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Feb 23, 2021

First registration

Sep 17, 2021

Dual registered

no

Other names

Chelsea Danielle Gonzales

IAPD individual key

7440964

• Occurred

  Jun 19, 2023
  Advisor changed firm

  Chelsea Danielle Johns left Mills Wealth Advisors, Llc for Root Financial Partners (registered 2024-04-12)

  Form ADVobserved 6 days ago
• Occurred

  Sep 30, 2022
  Advisor changed firm

  Chelsea Danielle Johns left Cain, Watters & Associates, Llc for Mills Wealth Advisors, Llc (registered 2022-08-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3add75f0-6d97-bfa8-d363-830611a882a4

First observed

Sep 17, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.