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Tracy Rene Mitchell

Dimensional Fund Advisors LP

Austin, TX

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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 2025-02-11
  • TX RA
    APPROVED
    Since 2025-02-11

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 Austin TX 09/2013 06/2019
Charles Schwab & Co., Inc. Austin TX 07/2019 07/2024
Dimensional Fund Advisors Austin TX 07/2024 Present
  • 09/2013 → 06/2019
    Dimensional Fund Advisors
    Austin, TX
  • 07/2019 → 07/2024
    Charles Schwab & Co., Inc.
    Austin, TX
  • 07/2024 → Present
    Dimensional Fund Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-10
S63 Uniform Securities Agent State Law Examination 2003-09-18
  • S66 Uniform Combined State Law Examination
    2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2003-09-18
Other Names
  • Tracy Rene Lewis
  • Tracy Lewis
  • Rene Lewis
  • Tracy Lewis

View on SEC IAPD

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EVERLONG FINANCIAL
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HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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