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Rachel Lauren Loiko

Dimensional Fund Advisors LP

Charlotte, NC

Austin, TX

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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-17
  • TX RA
    APPROVED_RES
    Since 2025-01-17

Branch Locations

1515 S. Tryon St, Charlotte, NC 28203 • United States

6300 Bee Cave Road Building One, Austin, TX 78746 • 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
Tiaa Charlotte NC 04/2008 10/2024
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 04/2008 10/2024
Dimensional Fund Advisors Charlotte NC 01/2025 Present
Previous Registrations
  • 2008-04-21 → 2024-10-14
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2006-05-24 → 2007-04-20
    Hartford Funds Distributors, Llc
    Charlotte, NC
    Simsbury, CT
  • 2003-01-01 → 2004-06-28
    Bacap Distributors, Llc
    Charlotte, NC
  • 2002-10-30 → 2003-01-01
    Stephens
    Charlotte , NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-25
S63 Uniform Securities Agent State Law Examination 2001-12-15
  • S65 Uniform Investment Adviser Law Examination
    2002-10-25
  • S63 Uniform Securities Agent State Law Examination
    2001-12-15
Other Names
  • Rachel Lauren Fuchs
  • Rachel Lauren Loiko
  • Rachel Lauren Fuchs
  • Rachel Loiko

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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