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Justin Obrien

Root Financial Partners

Austin, TX

Middletown, DE

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
DE RA APPROVED 2025-04-08
  • TX RA
    APPROVED
    Since 2026-01-05
  • DE RA
    APPROVED
    Since 2025-04-08

Branch Locations

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

Middletown, DE • 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
First Command Brokerage Services Fort Worth TX 10/2022 03/2023
U.S. Army Fort Leonard Wood MO 06/2019 04/2023
Widener University Chester PA 05/2015 06/2019
Fidelity Investments Greenville DE 06/2023 02/2025
Root Financial Partners, Llc Encinitas CA 04/2025 Present
  • 10/2022 → 03/2023
    First Command Brokerage Services
    Fort Worth, TX
  • 06/2019 → 04/2023
    U.S. Army
    Fort Leonard Wood, MO
  • 05/2015 → 06/2019
    Widener University
    Chester, PA
  • 06/2023 → 02/2025
    Fidelity Investments
    Greenville, DE
  • 04/2025 → Present
    Root Financial Partners, Llc
    Encinitas, CA
Previous Registrations
  • 2023-07-10 → 2025-02-24
    Fidelity Personal And Workplace Advisors
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-11
  • S66 Uniform Combined State Law Examination
    2023-01-11
Other Names
  • Justin Mark Obrien

View on SEC IAPD

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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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