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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Knoxville | TN | 05/2016 | 04/2017 |
| Tennessee Valley Asset Management Partners | Knoxville | TN | 05/2016 | 04/2017 |
| Pya Waltman Capital, Llc | Knoxville | TN | 05/2017 | 05/2022 |
| Origin Financial | San Francisco | CA | 06/2022 | 12/2022 |
| Deeper Pockets Llc | Knoxville | TN | 05/2022 | 12/2022 |
| Forest Avenue Paraplanning Llc | Knoxville | TN | 05/2022 | 12/2022 |
| Delegated Planning Llc | Knoxville | TN | 08/2022 | 12/2022 |
| The Burney Company | Reston | VA | 12/2022 | 05/2025 |
| Root Financial Partners, Llc | Encinitas | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
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