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222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-18 |
Branch Locations
222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 03/2015 | 02/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2024 | 11/2024 |
| Cetera Investment Advisers Llc | New Braunfels | TX | 02/2024 | 11/2024 |
| 4 Life Wealth Advisors | New Braunfels | TX | 02/2024 | 11/2024 |
| Resaca Quant Investments, Llc Dba Lane Wealth Management | Austin | TX | 01/2025 | 02/2025 |
| Parkwoods Wealth Partners, Llc | Syracuse | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
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