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Susanna Margaret Van Rooyen

Root Financial Partners

Austin, TX

Seattle, WA

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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
WA RA APPROVED 2025-02-19
  • TX RA
    APPROVED
    Since 2026-01-05
  • WA RA
    APPROVED
    Since 2025-02-19

Branch Locations

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

Seattle, WA • 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
Saint Michael's College Colchester VT 08/2015 05/2019
Howard Center Burlington VT 03/2019 10/2022
Pathway Financial Advisors South Burlington VT 01/2023 03/2024
Root Financial Partners Encinitas CA 03/2024 11/2024
Root Financial Partners Encinitas CA 11/2024 Present
  • 08/2015 → 05/2019
    Saint Michael's College
    Colchester, VT
  • 03/2019 → 10/2022
    Howard Center
    Burlington, VT
  • 01/2023 → 03/2024
    Pathway Financial Advisors
    South Burlington, VT
  • 03/2024 → 11/2024
    Root Financial Partners
    Encinitas, CA
  • 11/2024 → Present
    Root Financial Partners
    Encinitas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-08
Other Names
  • Zana Margaret Van Rooyen

View on SEC IAPD

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ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

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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