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

Nov 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 12, 2017

First registration

Sep 13, 2017

Dual registered

no

IAPD individual key

6858158

• Occurred

  Jul 29, 2024
  Advisor changed firm

  Kathleen Jessica Villegas left Ellevest for Root Financial Partners (registered 2024-10-23)

  Form ADVobserved 5 days ago
• Occurred

  May 18, 2023
  Advisor changed firm

  Kathleen Jessica Villegas left Old Peak Finance for Ellevest (registered 2023-05-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5082b4f4-5a37-9f47-02cf-035a295e2bbd

First observed

Sep 13, 2017

Last observed

Sep 15, 2026 5 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.