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Andrew Ross Blumenstock

Root Financial Partners

Dayton, OH

Austin, TX

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-10
TX RA APPROVED 2026-02-09
  • OH RA
    APPROVED
    Since 2026-02-10
  • TX RA
    APPROVED
    Since 2026-02-09

Branch Locations

Dayton, 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
Peak Retirement Planning, Inc. Columbus OH 04/2024 02/2026
United States Air Force Indianapolis IN 02/2014 06/2024
Root Financial Partners Austin TX 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-15
  • S65 Uniform Investment Adviser Law Examination
    2024-04-15
Designations

View on SEC IAPD

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