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Inactive

Brian Barbee

Root Financial Partners

Austin, TX

Greenville, SC

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • SC RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

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

Greenville, SC • 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
Edward Jones St Louis MO 03/2019 04/2021
Unemployed Greenville SC 10/2018 02/2019
Oobe Apparel Design Group Greenville SC 03/2015 09/2018
Fidelity Greenville SC 04/2021 03/2025
Edward Jones St. Louis MO 03/2025 09/2025
Root Financial Partners Encintas CA 09/2025 Present
  • 03/2019 → 04/2021
    Edward Jones
    St Louis, MO
  • 10/2018 → 02/2019
    Unemployed
    Greenville, SC
  • 03/2015 → 09/2018
    Oobe Apparel Design Group
    Greenville, SC
  • 04/2021 → 03/2025
    Fidelity
    Greenville, SC
  • 03/2025 → 09/2025
    Edward Jones
    St. Louis, MO
  • 09/2025 → Present
    Root Financial Partners
    Encintas, CA
Previous Registrations
  • 2025-04-01 → 2025-09-30
    Edward Jones
    Travelers Rest, SC
  • 2025-03-31 → 2025-04-04
    Strategic Advisers Llc
    Boston, MA
  • 2021-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, SC
  • 2019-05-06 → 2021-04-16
    Edward Jones
    Greenville, SC
    St Louis, MO
    Greer, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2019-05-03
Designations
Other Names
  • Brian Barbee
  • Brian Alan Barbee

View on SEC IAPD

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Stephanie Caroline Morgan
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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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