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Inactive

Kenzie Leeann Passino

Root Financial Partners

Austin, TX

Overland Park, KS

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-11-17
  • KS RA
    APPROVED
    Since 2023-11-17

Branch Locations

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

Overland Park, KS • 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
Coweta High School Coweta OK 08/2015 12/2018
Kansas State University Manhattan KS 01/2019 12/2022
Gorfam Marketing Tulsa OK 12/2017 08/2018
Colbert Hills Golf Course Manhattan KS 05/2021 04/2022
Goodwill Industries Of Kansas Manhattan KS 04/2022 05/2022
Poshmark Manhattan KS 01/2018 12/2022
Doordash Manhattan KS 08/2019 12/2021
Keen Wealth Advisors Overland Park KS 05/2022 08/2022
Keen Wealth Advisors Overland Park KS 01/2023 11/2023
Root Financial Partners Solana Beach CA 11/2023 Present
  • 08/2015 → 12/2018
    Coweta High School
    Coweta, OK
  • 01/2019 → 12/2022
    Kansas State University
    Manhattan, KS
  • 12/2017 → 08/2018
    Gorfam Marketing
    Tulsa, OK
  • 05/2021 → 04/2022
    Colbert Hills Golf Course
    Manhattan, KS
  • 04/2022 → 05/2022
    Goodwill Industries Of Kansas
    Manhattan, KS
  • 01/2018 → 12/2022
    Poshmark
    Manhattan, KS
  • 08/2019 → 12/2021
    Doordash
    Manhattan, KS
  • 05/2022 → 08/2022
    Keen Wealth Advisors
    Overland Park, KS
  • 01/2023 → 11/2023
    Keen Wealth Advisors
    Overland Park, KS
  • 11/2023 → Present
    Root Financial Partners
    Solana Beach, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
Other Names
  • Kenzie Leeann Applegate

View on SEC IAPD

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Stephanie Caroline Morgan
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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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