Inactive

Erika Lopez

Root Financial Partners

Claim This Profile

Current Employers

Root Financial Partners

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-05
TX	RA	APPROVED	2026-01-05

CA RA
APPROVED

Since 2026-01-05
TX RA
APPROVED

Since 2026-01-05

Branch Locations

San Diego, CA • 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

Organization	City	State	From	To
Reyes Financial Architecture	San Diego	CA	01/2024	Present
Mcadam Financial	Philadelphia	PA	09/2022	07/2023
Pretzels & Pints	San Diego	CA	02/2021	02/2024
Slo Brew Rock	San Luis Obispo	CA	02/2020	01/2021
Taste! Craft Eatery	San Luis Obispo	CA	03/2017	01/2020
Virtjuice	Arroyo Grande	CA	08/2015	11/2017
The Manse On March	San Luis Obispo	CA	08/2016	03/2017
Root Financial Partners	San Diego	CA	01/2026	Present

01/2024 → Present

Reyes Financial Architecture

San Diego, CA
09/2022 → 07/2023

Mcadam Financial

Philadelphia, PA
02/2021 → 02/2024

Pretzels & Pints

San Diego, CA
02/2020 → 01/2021

Slo Brew Rock

San Luis Obispo, CA
03/2017 → 01/2020

Taste! Craft Eatery

San Luis Obispo, CA
08/2015 → 11/2017

Virtjuice

Arroyo Grande, CA
08/2016 → 03/2017

The Manse On March

San Luis Obispo, CA
01/2026 → Present

Root Financial Partners

San Diego, CA

Previous Registrations

2024-09-21 → 2026-01-09

Reyes Financial Architecture Inc.

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-20

S65 Uniform Investment Adviser Law Examination

2024-09-20

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor