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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Levi H Anderson

Advisor at ROOT FINANCIAL PARTNERS

San Diego, CA | AUSTIN, TX

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Search this name across graphsid dfx:ria:68d8c19b-a92b-3b98-0efb-76c4e60c0b39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 16, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROOT FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 13, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 13, 2015
First registration: Mar 16, 2015
Dual registered: no
Other names: Levi Hunter Anderson
IAPD individual key: 6258023

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOT FINANCIAL PARTNERS	Independent wealth	Jun 3, 2026	n/a	yes	AUSTIN, TX\| San Diego, CA	Current employment
EP WEALTH ADVISORS	Independent wealth	Jun 16, 2021	May 11, 2026	no	San Diego, CA\|TORRANCE, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 16, 2019	Dec 31, 2020	no	Fort Worth, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 16, 2019	Jan 11, 2021	no	FORT WORTH, TX	Previous registration
EDWARD JONES	National bd RIA	Mar 16, 2015	Oct 2, 2019	no	Maryland Heights, MO\|BURLESON, TX\|CLEBURNE, TX\|MIDLOTHIAN, TX\|Maryland Heights, MO\|CLEBURNE, TX\|CLEBURNE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EP WEALTH ADVISORS	ROOT FINANCIAL PARTNERS	May 11, 2026	Jun 3, 2026	23	Firm change	RIA to RIA
TD AMERITRADE, INC.	EP WEALTH ADVISORS	Jan 11, 2021	Jun 16, 2021	156	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Oct 16, 2019	-442	Bulk transfer	Other
EDWARD JONES	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 2, 2019	Oct 16, 2019	14	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ EP WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 16, 2021 to May 11, 2026factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 16, 2019 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 16, 2019 to Dec 31, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 16, 2015 to Oct 2, 2019factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
Levi H Anderson left Ep Wealth Advisors for Root Financial Partners (registered 2026-06-03)
Form ADVobserved 4 days ago