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Lucas M Durham

Root Financial Partners

Palm Bay, FL

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 2025-09-24
FL RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2025-09-24
  • FL RA
    APPROVED
    Since 2024-10-01

Branch Locations

Palm Bay, FL • 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
Durham Landscaping Inc Palm Bay FL 04/2019 07/2024
Ascensus Dresher PA 06/2022 05/2023
Tiaa Charlotte NC 06/2023 08/2023
Eastern Florida State College Palm Bay FL 06/2017 12/2021
University Of Central Florida Orlando FL 01/2022 05/2024
Root Financial Partners Solana Beach CA 07/2024 Present
Covenant Christian School Palm Bay FL 09/2014 06/2017
  • 04/2019 → 07/2024
    Durham Landscaping Inc
    Palm Bay, FL
  • 06/2022 → 05/2023
    Ascensus
    Dresher, PA
  • 06/2023 → 08/2023
    Tiaa
    Charlotte, NC
  • 06/2017 → 12/2021
    Eastern Florida State College
    Palm Bay, FL
  • 01/2022 → 05/2024
    University Of Central Florida
    Orlando, FL
  • 07/2024 → Present
    Root Financial Partners
    Solana Beach, CA
  • 09/2014 → 06/2017
    Covenant Christian School
    Palm Bay, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-01
Designations
Other Names
  • Lucas Durham

View on SEC IAPD

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