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Hannah Marie Lockard

Root Financial Partners

Centennial, CO

Austin, TX

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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
CO RA APPROVED 2025-09-12
  • TX RA
    APPROVED
    Since 2025-12-12
  • CO RA
    APPROVED
    Since 2025-09-12

Branch Locations

Centennial, CO • 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
Pittenger & Anderson Inc Lincoln NE 10/2017 10/2021
Farmer's Insurance Lincoln NE 10/2014 10/2017
Brooklyn Fi, Llc Brooklyn NY 11/2021 12/2022
Root Financial Partners Encinitas CA 12/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-26
  • S65 Uniform Investment Adviser Law Examination
    2018-04-26
Designations

View on SEC IAPD

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