Inactive

Brooks Hamilton Palmer

Root Financial Partners

CRD 7184827

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Employer firm

Root Financial Partners CRD 290289

$2.15B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-08
TX	RA	APPROVED	2025-04-08

CA RA
APPROVED

Since 2025-04-08
TX RA
APPROVED

Since 2025-04-08

Branch Locations

Austin, TX • United States

801 Barton Springs Rd, Austin, TX 78704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ark Royal Wealth Management	Raleigh	NC	06/2016	09/2016
Ark Royal Wealth Management	Raleigh	NC	06/2017	09/2017
Dimensional Fund Advisors	Austin	TX	06/2018	08/2018
Dimensional Fund Advisors	Austin	TX	08/2019	Present
Full-Time Student	Raleigh	NC	10/2009	05/2019

06/2016 → 09/2016

Ark Royal Wealth Management

Raleigh, NC
06/2017 → 09/2017

Ark Royal Wealth Management

Raleigh, NC
06/2018 → 08/2018

Dimensional Fund Advisors

Austin, TX
08/2019 → Present

Dimensional Fund Advisors

Austin, TX
10/2009 → 05/2019

Full-Time Student

Raleigh, NC

Previous Registrations

2019-12-13 → 2025-01-15

Dimensional Fund Advisors Lp

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-06

S66 Uniform Combined State Law Examination

2019-12-06

Designations

Certified Financial Planner

View on SEC IAPD

More in Austin, TX

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