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Inactive

Grace L Cappellini

Root Financial Partners

Cincinnati, OH

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 2026-01-05
OH RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2026-01-05
  • OH RA
    APPROVED
    Since 2025-08-15

Branch Locations

Cincinnati, OH • 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
Thor Wealth Management Inc Cincinnati OH 05/2022 07/2025
Thor Wealth Management Inc Cincinnati OH 07/2020 04/2022
University Of Cincinnati Cincinnati OH 08/2018 04/2022
Glass City Federal Credit Union Cincinnati OH 05/2019 08/2019
Chipotle Cincinnati OH 06/2016 10/2020
Lincolnshire Association Sylvania OH 05/2015 09/2018
Sylvania Northview Highschool Sylvania OH 08/2014 05/2018
Root Financial Partners, Llc Encinitas CA 08/2025 Present
  • 05/2022 → 07/2025
    Thor Wealth Management Inc
    Cincinnati, OH
  • 07/2020 → 04/2022
    Thor Wealth Management Inc
    Cincinnati, OH
  • 08/2018 → 04/2022
    University Of Cincinnati
    Cincinnati, OH
  • 05/2019 → 08/2019
    Glass City Federal Credit Union
    Cincinnati, OH
  • 06/2016 → 10/2020
    Chipotle
    Cincinnati, OH
  • 05/2015 → 09/2018
    Lincolnshire Association
    Sylvania, OH
  • 08/2014 → 05/2018
    Sylvania Northview Highschool
    Sylvania, OH
  • 08/2025 → Present
    Root Financial Partners, Llc
    Encinitas, CA
Previous Registrations
Designations

View on SEC IAPD

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