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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
Branch Locations
Port Washington, NY • United States
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 10/2012 | 03/2022 |
| Massmutual | Springfield | MA | 03/2022 | 05/2025 |
| Mml Distributors, Llc | Port Washington | NY | 03/2022 | 05/2025 |
| Dimensional Fund Advisors | Charlotte | NC | 05/2025 | Present |
| Dfa Securities, Llc | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-22 |
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