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Kathryn Kavehrad

Root Financial Partners

Knoxville, TN

Austin, TX

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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
TN RA APPROVED 2024-05-08
  • TX RA
    APPROVED
    Since 2025-12-12
  • TN RA
    APPROVED
    Since 2024-05-08

Branch Locations

Knoxville, TN • 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
Unemployed Sherwood OR 03/2019 05/2021
Northwest Christian Community Foundation Tigard OR 08/2017 03/2019
National Christian Foundation Tigard OR 07/2015 11/2018
Range Financial Group, Llc Tigard OR 05/2021 03/2022
Independent Advisor Alliance Charlotte NC 03/2022 04/2024
Root Financial Partners Encinitas CA 04/2024 Present
  • 03/2019 → 05/2021
    Unemployed
    Sherwood, OR
  • 08/2017 → 03/2019
    Northwest Christian Community Foundation
    Tigard, OR
  • 07/2015 → 11/2018
    National Christian Foundation
    Tigard, OR
  • 05/2021 → 03/2022
    Range Financial Group, Llc
    Tigard, OR
  • 03/2022 → 04/2024
    Independent Advisor Alliance
    Charlotte, NC
  • 04/2024 → Present
    Root Financial Partners
    Encinitas, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-20
  • S65 Uniform Investment Adviser Law Examination
    2021-09-20
Designations
Other Names
  • Reinmuth

View on SEC IAPD

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