Best Investors Account Sign in
Inactive

Ashley Lavon Clark

Root Financial Partners

Sachse, TX

Austin, TX

Claim This Profile
Current Employers
Root Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

Sachse, TX • 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
Mwa Advisors Plano TX 07/2016 10/2016
Unemployed Dallas TX 10/2016 01/2017
Solis Mammography Addison TX 01/2017 12/2018
Kepner Cpa Dallas TX 01/2019 10/2020
Cain, Watters & Associates, Llc Frisco TX 10/2020 01/2026
Root Financial Partners Austin TX 02/2026 Present
  • 07/2016 → 10/2016
    Mwa Advisors
    Plano, TX
  • 10/2016 → 01/2017
    Unemployed
    Dallas, TX
  • 01/2017 → 12/2018
    Solis Mammography
    Addison, TX
  • 01/2019 → 10/2020
    Kepner Cpa
    Dallas, TX
  • 10/2020 → 01/2026
    Cain, Watters & Associates, Llc
    Frisco, TX
  • 02/2026 → Present
    Root Financial Partners
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-29
  • S65 Uniform Investment Adviser Law Examination
    2024-01-29

View on SEC IAPD

More in Sachse, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor