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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
| KY | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Louisville | KY | 02/2020 | 07/2022 |
| J.P. Morgan Securities Llc | Louisville | KY | 02/2020 | 07/2022 |
| All-Time Trucking Llc | Louisville | KY | 04/2018 | 01/2020 |
| University Of Cincinnati, Carl H Lindner College Of Business | Cincinnati | OH | 08/2018 | 06/2019 |
| Kentucky Democratic Party | Frankfort | KY | 06/2018 | 08/2018 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 08/2019 |
| Unemployed | Louisville | KY | 01/2010 | 03/2018 |
| Centerline Wealth Advisors, Llc | Louisville | KY | 08/2022 | 12/2024 |
| Root Financial Partners | Encinitas | CA | 01/2025 | 12/2025 |
| Root Financial Partners | Encinitas | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-27 |
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