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Advisor at ROOT FINANCIAL PARTNERS
AUSTIN, TX | Denver, CO
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 | Jan 20, 2026 | n/a | yes | AUSTIN, TX|Denver, CO | Current employment |
| STORDAHL CAPITAL MANAGEMENT, INC. | Independent wealth | Dec 11, 2023 | Sep 24, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 9, 2023 | Dec 6, 2023 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STORDAHL CAPITAL MANAGEMENT, INC. | ROOT FINANCIAL PARTNERS | Sep 24, 2025 | Jan 20, 2026 | 118 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STORDAHL CAPITAL MANAGEMENT, INC. | Dec 6, 2023 | Dec 11, 2023 | 5 | Firm change | Ibd to RIA |