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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| TN | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Investment Management Group Inc | Knoxville | TN | 09/2015 | 11/2022 |
| Mariner Platform Solutions | Knoxville | TN | 11/2022 | 07/2024 |
| Clark Asset Management, Llc | Portsmouth | NH | 08/2024 | 02/2025 |
| Root Financial Partners | Encinitas | CA | 02/2025 | Present |
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