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

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 9, 2020

First registration

Jun 15, 2020

Dual registered

no

Other names

Hope Williams|Hope Olivia Williams|Hope Olivia Williams

IAPD individual key

7209092

• Occurred

  Oct 31, 2025
  Advisor changed firm

  Hope Olivia Fry left Deerfield for Root Financial Partners (registered 2025-11-21)

  Form ADVobserved 4 days ago
• Occurred

  Jun 21, 2023
  Advisor changed firm

  Hope Olivia Fry left Raymond James & Associates, Inc. for Deerfield (registered 2024-09-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fa8a9b49-4a9a-6458-69be-0d414dbc95d1

First observed

Jun 15, 2020

Last observed

Sep 14, 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.