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Trevor Elijah Buggs

Root Financial Partners

Austin, TX

Casa Grande, AZ

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-12
AZ RA APPROVED 2025-06-09
  • TX RA
    APPROVED
    Since 2025-12-12
  • AZ RA
    APPROVED
    Since 2025-06-09

Branch Locations

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

Casa Grande, AZ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 05/2021 05/2025
Greene Finney Llp Mauldin SC 06/2020 05/2021
North Greenville University Tigerville SC 08/2017 06/2020
Rockland Immunochemicals Pottstown PA 08/2016 08/2017
Aramark Philadelphia PA 10/2017 03/2019
Fortis Riders Accounting Intern SC 10/2019 03/2020
North Greenville University Tigerville SC 09/2019 04/2020
Kelly Services Greenville SC 09/2019 12/2019
Lmt Real Estate Blue Bell PA 09/2016 01/2017
Bank Of America, N.A. Chandler AZ 06/2022 05/2025
Root Financial Partners Encinitas CA 06/2025 Present
  • 05/2021 → 05/2025
    Chandler, AZ
  • 06/2020 → 05/2021
    Greene Finney Llp
    Mauldin, SC
  • 08/2017 → 06/2020
    North Greenville University
    Tigerville, SC
  • 08/2016 → 08/2017
    Rockland Immunochemicals
    Pottstown, PA
  • 10/2017 → 03/2019
    Aramark
    Philadelphia, PA
  • 10/2019 → 03/2020
    Fortis Riders
    Accounting Intern, SC
  • 09/2019 → 04/2020
    North Greenville University
    Tigerville, SC
  • 09/2019 → 12/2019
    Kelly Services
    Greenville, SC
  • 09/2016 → 01/2017
    Lmt Real Estate
    Blue Bell, PA
  • 06/2022 → 05/2025
    Bank Of America, N.A.
    Chandler, AZ
  • 06/2025 → Present
    Encinitas, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-19
  • S66 Uniform Combined State Law Examination
    2022-04-19
Designations
Other Names
  • Trevor E Buggs

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