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Eugene S Root

Templeton Financial Planning

Coraopolis, PA

Pittsburgh, PA

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Current Employers
Templeton Financial Planning

Coraopolis, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-11
  • PA RA
    APPROVED
    Since 2026-01-11

Branch Locations

Coraopolis, PA • United States

250 Mt. Lebanon Blvd Suite 203, Pittsburgh, PA 15234 • 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
Gene Root, Cfp Pittsburgh PA 04/1997 01/2024
Kathleen S Wright Associates Inc Pittsburgh PA 01/2024 01/2026
Templeton Financial Planning Pittsburgh PA 01/2026 Present
  • 04/1997 → 01/2024
    Gene Root, Cfp
    Pittsburgh, PA
  • 01/2024 → 01/2026
    Kathleen S Wright Associates Inc
    Pittsburgh, PA
  • 01/2026 → Present
    Templeton Financial Planning
    Pittsburgh, PA
Previous Registrations
  • 2024-05-07 → 2026-01-03
    Strava Wealth
    Pittsburgh, PA
  • 2013-02-19 → 2013-12-02
    Gene Root, Cfp
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-01-06
  • S63 Uniform Securities Agent State Law Examination
    1986-01-06
Designations
Other Names
  • Gene Root

View on SEC IAPD

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