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Kathleen Jessica Villegas

Root Financial Partners

Austin, TX

Durham, NC

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-12
NC RA APPROVED 2024-10-23
  • TX RA
    APPROVED
    Since 2025-12-12
  • NC RA
    APPROVED
    Since 2024-10-23

Branch Locations

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

Durham, NC • 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
Old Peak Finance Llc Chapel Hill NC 09/2017 05/2023
Duke University Durham NC 11/2011 08/2017
Ellevest New York NY 05/2023 07/2024
Root Financial Partners Encinitas CA 10/2024 Present
  • 09/2017 → 05/2023
    Old Peak Finance Llc
    Chapel Hill, NC
  • 11/2011 → 08/2017
    Duke University
    Durham, NC
  • 05/2023 → 07/2024
    Ellevest
    New York, NY
  • 10/2024 → Present
    Root Financial Partners
    Encinitas, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-12
  • S65 Uniform Investment Adviser Law Examination
    2017-09-12
Designations

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
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