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Kate Marie Turner

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_RES 2025-08-29
  • TX RA
    APPROVED_RES
    Since 2025-08-29

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
Aig Woodland Hills CA 05/2014 04/2017
American Funds San Antonio TX 04/2017 01/2022
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2022 06/2025
Dimensional Fund Advisors Santa Monica CA 08/2025 Present
  • 05/2014 → 04/2017
    Aig
    Woodland Hills, CA
  • 04/2017 → 01/2022
    American Funds
    San Antonio, TX
  • 01/2022 → 06/2025
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 08/2025 → Present
    Dimensional Fund Advisors
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-11
S63 Uniform Securities Agent State Law Examination 2012-01-10
  • S65 Uniform Investment Adviser Law Examination
    2013-06-11
  • S63 Uniform Securities Agent State Law Examination
    2012-01-10
Other Names
  • Kate M Turner

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
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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