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Brandon Gwynn Woods

Root Financial Partners

Fort Worth, TX

Austin, TX

CRD 6701095

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-28
  • TX RA
    APPROVED
    Since 2024-02-28

Branch Locations

Fort Worth, 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
OrganizationCityStateFromTo
Foresters Financial Services Fort Worth TX 08/2016 04/2017
Cwm, Llc Omaha NE 06/2019 01/2023
Chessman Wealth Strategies Dallas TX 06/2017 01/2023
Chessman Wealth Strategies Dallas TX 04/2019 01/2023
Buckingham Strategic Wealth, Llc Clayton MO 01/2023 02/2024
Root Financial Partners Solana Beach CA 02/2024 Present
  • 08/2016 → 04/2017
    Foresters Financial Services
    Fort Worth, TX
  • 06/2019 → 01/2023
    Cwm, Llc
    Omaha, NE
  • 06/2017 → 01/2023
    Chessman Wealth Strategies
    Dallas, TX
  • 04/2019 → 01/2023
    Chessman Wealth Strategies
    Dallas, TX
  • 01/2023 → 02/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 02/2024 → Present
    Root Financial Partners
    Solana Beach, CA
Previous Registrations
  • 2023-02-28 → 2024-02-07
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Dallas, TX
  • 2019-06-19 → 2023-01-18
    Cwm, Llc
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-11-23
  • S63 Uniform Securities Agent State Law Examination
    2016-11-23
Designations
  • Certified Financial Planner
Other Names
  • Brandon Woods

View on SEC IAPD

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