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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-12 |
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 |
|---|---|---|---|---|
| Loring Ward Securities Inc. | San Jose | CA | 01/2014 | 07/2017 |
| Dimensional Fund Advisors | Austin | TX | 05/2022 | Present |
| Creaghan Mcconnell Group | Toronto | 08/2017 | 07/2018 | |
| Rbc Dominion Securities | Oakville | 08/2018 | 11/2019 | |
| Unemployed | Austin | TX | 01/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-11 |
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