DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner18 years in industry

SEAN PATRICK NISIL

Advisor at ROOT FINANCIAL PARTNERS

Greenville, SC | AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbc979b9-4906-8636-b89f-d6f37239d996

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 30, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 28, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 28, 2007
First registration: Sep 30, 2011
Dual registered: no
IAPD individual key: 5407497

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOT FINANCIAL PARTNERS	Independent wealth	Dec 5, 2025	n/a	yes	Greenville, SC\|AUSTIN, TX	Current employment
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Nov 7, 2022	Dec 12, 2025	no	RENO, NV\|Greenville, SC\|Greenville, SC	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Oct 4, 2022	Nov 4, 2022	no	SARASOTA, FL\|GREENVILLE, SC	Previous registration
LIVING WELL FINANCIAL ADVISORS	n/a	Apr 26, 2022	Dec 31, 2022	no	GREENVILLE, SC	Previous registration
SIMPLIFI, INC.	Independent wealth	Jun 6, 2014	Dec 13, 2021	no	SAN DIEGO, CA	Previous registration
ZERMATT WEALTH PARTNERS	Independent wealth	Sep 30, 2011	May 30, 2014	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BELPOINTE ASSET MANAGEMENT LLC	ROOT FINANCIAL PARTNERS	Dec 12, 2025	Dec 5, 2025	-7	Firm change	RIA to RIA
LIVING WELL FINANCIAL ADVISORS	ORIGIN INVESTMENT ADVISORY LLC	Dec 31, 2022	Oct 4, 2022	-88	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	BELPOINTE ASSET MANAGEMENT LLC	Nov 4, 2022	Nov 7, 2022	3	Firm change	RIA to RIA
SIMPLIFI, INC.	LIVING WELL FINANCIAL ADVISORS	Dec 13, 2021	Apr 26, 2022	134	Firm change	Other
ZERMATT WEALTH PARTNERS	SIMPLIFI, INC.	May 30, 2014	Jun 6, 2014	7	Firm change	Other

Relationships

Registered with (6)

→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 7, 2022 to Dec 12, 2025factForm ADV
→ LIVING WELL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Apr 26, 2022 to Dec 31, 2022factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Oct 4, 2022 to Nov 4, 2022factForm ADV
→ SIMPLIFI, INC.Registered adviserregistration: previous registration
Jun 6, 2014 to Dec 13, 2021factForm ADV
→ ZERMATT WEALTH PARTNERSRegistered adviserregistration: previous registration
Sep 30, 2011 to May 30, 2014factForm ADV

Dated events

Occurred
Dec 12, 2025
Advisor changed firm
Sean Patrick Nisil left Belpointe Asset Management Llc for Root Financial Partners (registered 2025-12-05)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Sean Patrick Nisil left Living Well Financial Advisors for Origin Investment Advisory Llc (registered 2022-10-04)
Form ADVobserved 5 days ago
Occurred
Nov 4, 2022
Advisor changed firm
Sean Patrick Nisil left Origin Investment Advisory Llc for Belpointe Asset Management Llc (registered 2022-11-07)
Form ADVobserved 5 days ago