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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-02 |
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 |
|---|---|---|---|---|
| Waterford Financial Management Llc | Marine City | MI | 09/2014 | 12/2016 |
| Lord, Abbett & Co. Llc | Jersey City | NJ | 12/2016 | 04/2023 |
| Lord Abbett Distributor Llc | Jersey City | NJ | 12/2016 | 04/2023 |
| Dimensional Fund Advisors | Austin | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-19 |
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