Inactive

Levi H Anderson

Root Financial Partners

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Current Employers

Root Financial Partners

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-04
TX	RA	APPROVED	2026-06-03

CA RA
APPROVED

Since 2026-06-04
TX RA
APPROVED

Since 2026-06-03

Branch Locations

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

San Diego, CA • 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

Organization	City	State	From	To
Root Financial Partners, Llc	Austin	TX	06/2026	Present
Td Ameritrade	Fort Worth	TX	09/2019	03/2021
Edward Jones	Cleburne	TX	05/2015	09/2019
Ep Wealth Advisors	Torrance	CA	03/2021	05/2026

06/2026 → Present

Root Financial Partners, Llc

Austin, TX
09/2019 → 03/2021

Td Ameritrade

Fort Worth, TX
05/2015 → 09/2019

Edward Jones

Cleburne, TX
03/2021 → 05/2026

Ep Wealth Advisors

Torrance, CA

Previous Registrations

2021-06-16 → 2026-05-11

Ep Wealth Advisors

San Diego, CA

Torrance, CA
2019-10-16 → 2021-01-11

Td Ameritrade, Inc.

Fort Worth, TX
2019-10-16 → 2020-12-31

Td Ameritrade Investment Management, Llc

Fort Worth, TX
2015-03-16 → 2019-10-02

Edward Jones

Maryland Heights, MO

Burleson, TX

Cleburne, TX

Midlothian, TX

Maryland Heights, MO

Cleburne, TX

Cleburne, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-03-13

S66 Uniform Combined State Law Examination

2015-03-13

Designations

Other Names

Levi Hunter Anderson

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

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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