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Brandon Michael Scott

3Roots Wealth Partners LLC

Scottsdale, AZ

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Current Employers
3Roots Wealth Partners Llc

6908 E Moreland St., Scottsdale, AZ 85257 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-15
TX RA APPROVED_RES 2025-10-01
  • AZ RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED_RES
    Since 2025-10-01

Branch Locations

6908 E Moreland St., Scottsdale, AZ 85257 • 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
OrganizationCityStateFromTo
Orion Advisor Services Omaha NE 07/2016 09/2017
Bradley Wealth Managment, Llc San Diego CA 09/2017 08/2019
Bradley Wealth Management, Llc San Diego CA 08/2019 09/2025
3Roots Wealth Partners, Llc Scottsdale AZ 09/2025 Present
  • 07/2016 → 09/2017
    Orion Advisor Services
    Omaha, NE
  • 09/2017 → 08/2019
    Bradley Wealth Managment, Llc
    San Diego, CA
  • 08/2019 → 09/2025
    Bradley Wealth Management, Llc
    San Diego, CA
  • 09/2025 → Present
    3Roots Wealth Partners, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-19
S63 Uniform Securities Agent State Law Examination 2015-11-20
  • S65 Uniform Investment Adviser Law Examination
    2019-08-19
  • S63 Uniform Securities Agent State Law Examination
    2015-11-20

View on SEC IAPD

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Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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