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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-30
  • AZ RA
    APPROVED
    Since 2025-05-30

Branch Locations

Phoenix, AZ • 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
Personal Capital Advisors Corporation Phoenix AZ 01/2022 02/2025
Vector Molds Phoenix AZ 06/2021 12/2021
University Of Colorado At Boulder Boulder CO 07/2019 05/2021
Dr. Reeferalz Phoenix AZ 02/2019 07/2019
The Nirvana Center Glendale AZ 09/2018 02/2019
Desert West Obgyn Peoria AZ 03/2018 09/2018
Harkins Theaters Phoenix, Tucson AZ 06/2012 06/2017
University Of Arizona Honors College Tucson AZ 08/2014 12/2017
Unemployed Phoenix AZ 12/2017 03/2018
Empower Advisory Group, Llc Greenwood Village CO 04/2023 04/2023
Root Financial Partners, Llc Encinitas CA 02/2025 Present
  • 01/2022 → 02/2025
    Personal Capital Advisors Corporation
    Phoenix, AZ
  • 06/2021 → 12/2021
    Vector Molds
    Phoenix, AZ
  • 07/2019 → 05/2021
    University Of Colorado At Boulder
    Boulder, CO
  • 02/2019 → 07/2019
    Dr. Reeferalz
    Phoenix, AZ
  • 09/2018 → 02/2019
    The Nirvana Center
    Glendale, AZ
  • 03/2018 → 09/2018
    Desert West Obgyn
    Peoria, AZ
  • 06/2012 → 06/2017
    Harkins Theaters
    Phoenix, Tucson, AZ
  • 08/2014 → 12/2017
    University Of Arizona Honors College
    Tucson, AZ
  • 12/2017 → 03/2018
    Unemployed
    Phoenix, AZ
  • 04/2023 → 04/2023
    Greenwood Village, CO
  • 02/2025 → Present
    Root Financial Partners, Llc
    Encinitas, CA
Previous Registrations
  • 2023-04-03 → 2025-02-18
    Greenwood Village, CO
  • 2023-03-09 → 2023-04-03
    Personal Capital Advisors Corporation
    Phoenix, AZ
    Greenwood Village, CO
Other Businesses

Domestic Violence Control Alt Delete / Board Member. Nonprofit. Fundraising, social media posts, picking up donations, attending board meetings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13

View on SEC IAPD

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