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Erica Nicole Grundza

Root Financial Partners

Austin, TX

Trinity, FL

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Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-17
TX RA APPROVED 2026-05-20
  • FL RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED
    Since 2026-05-20

Branch Locations

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

Trinity, FL • 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
Root Financial Partners Austin TX 05/2026 Present
The Ayco Company, L.P. Canonsburg PA 08/2018 06/2020
Pnc Bank Pittsburgh PA 02/2016 08/2018
Northwestern Mutual Investment Services Llc Tampa FL 07/2020 03/2021
Curtis Parry Tampa FL 06/2020 03/2021
Unique Wealth, Llc Tampa FL 03/2021 03/2024
Mercer Allied Company, L.P. Canonsburg PA 06/2018 06/2020
Betterment New York NY 03/2024 05/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-27
  • S66 Uniform Combined State Law Examination
    2018-08-27
Designations
Other Names
  • Erica Nicole Grundza
  • Erica Grundza
  • Erica Sittig

View on SEC IAPD

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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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