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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 23, 2016

First registration

Jun 19, 2019

Dual registered

no

Other names

Brandon Woods

IAPD individual key

6701095

• Occurred

  Feb 7, 2024
  Advisor changed firm

  Brandon Gwynn Woods left Buckingham Strategic Wealth, Llc for Root Financial Partners (registered 2024-02-28)

  Form ADVobserved 5 days ago
• Occurred

  Jan 18, 2023
  Advisor changed firm

  Brandon Gwynn Woods left Cwm, Llc for Buckingham Strategic Wealth, Llc (registered 2023-02-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ace685e-4689-9968-b3ff-9d9252e1f6d3

First observed

Jun 19, 2019

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.