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

3ROOTS WEALTH PARTNERS LLC

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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 30, 2017

First registration

Sep 18, 2018

Dual registered

no

IAPD individual key

6778968

• Occurred

  Oct 8, 2025
  Advisor changed firm

  Jacob Tyler Hall left Bradley Wealth Llc for 3Roots Wealth Partners Llc (registered 2025-10-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6297778e-38fe-4b20-0d2f-714709ff7654

First observed

Sep 18, 2018

Last observed

Sep 14, 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.