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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-06-15 |
Branch Locations
4011 East Sunrise Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 07/2010 | 03/2025 |
| Tci Wealth Advisors, Inc. | Austin | TX | 03/2025 | Present |
Alpha Sights; Subject matter expert; Not investment related; 100 Park Avenue, 14th Floor New York New York 10017; Description: AlphaSights is a knowledge services firm that connects institutional investors and corporate clients with subject matter experts for proprietary research engagements. I participate as an expert consultant, providing insights based on my professional experience in investment management and financial markets.; 2026-06-18; 0 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0.33 Percent of total yearly compensation expected to be derived from the business; Contact person: Olivia Olsen; Website address: https://www.alphasights.com/company/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-09 |
| S66 | Uniform Combined State Law Examination | 2003-08-29 |
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