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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 04/2007 | 06/2022 |
| Dimensional Fund Advisors | Austin | TX | 01/2024 | Present |
| Engaged Family Time | Rowley | MA | 07/2022 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-18 |
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