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Root Financial Partners CRD 290289
$2.15B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | New York | NY | 02/2024 | 12/2024 |
| Canon Solutions America | New York | NY | 07/2022 | 09/2024 |
| Schweinhaus Biergarten | Bellingham | WA | 09/2021 | 06/2022 |
| Western Washington University Associated Students Cdc | Bellingham | WA | 10/2017 | 03/2020 |
| The Stable | Minneapolis | MN | 06/2019 | 09/2019 |
| The Edina Aquatic Center | Edina | MN | 06/2017 | 08/2017 |
| Western Washington University | Bellingham | WA | 09/2017 | 06/2022 |
| Southwest High School | Minneapolis | MN | 08/2013 | 06/2017 |
| The Prudential Insurance Company Of America | New York | NY | 09/2024 | 12/2024 |
| Lpl Enterprise, Llc | New York | NY | 11/2024 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 04/2026 |
| Longwave Financial, Llc | New York | NY | 01/2025 | 04/2026 |
| Root Financial Partners | Austin | TX | 08/2026 | Present |
| Unemployed | New York | NY | 04/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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