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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 2006-11-17
  • TX RA
    APPROVED
    Since 2006-11-17

Branch Locations

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
Dimensional Fund Advisors Inc. Santa Monica CA 02/2002 Present
  • 02/2002 → Present
    Dimensional Fund Advisors Inc.
    Santa Monica, CA
Other Businesses

(1) Inspired Investment Opportunities LLC; Not investment related; Austin, TX; The LLC will buy commercial vans and rent them through Fluid Trucks to e-commerce businesses to help them facilitate the "last mile" delivery. Fluid handles the management, maintenance and invoicing for all truck rental so the income generated is completely passive; Manager; Started 04/2020; Approx less than 1hr/mo; Not during trading hrs; No day to day responsibilities.(2) SPRK Real Estate LLC; In non-investment related; Austin, TX; Short term rental property; Member; Started 7/2022; Less than 1hr/mo; Not during securities trading hrs; Member of the LLC with limited responsibilities in the day to day business.(3) Experihaus; Investment-related - no; Home business; TV and Mobile application to enhance guest experience at short-term rentals; Advisor; Co-owner; Mar 27, 2024;5;0;Advise on product development and product positioning. (4) Bluebonnet Investment Holding Company LLC; Investment Related - No; Austin, TX; Holding company for commercial vans; Member; Member; 04/06/2020; 0; 0; Commercial van rental business, held van that we passively owned and Fluid Trucking managed and maintained. (5) Red Oak Tree LLC; Investment Related - No; Austin, TX; Real Estate; Owner; Co-Owner; 12/1/2025; 0; 0; Passive real estate holding company LLC that holds direct real estate assets. All property management services and maintenance are provided by SPRK Real Estate LLC. This is a passive vehicle for estate planning and added asset protection.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-14
  • S66 Uniform Combined State Law Examination
    2006-01-14
Other Names
  • Joe Young

View on SEC IAPD

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