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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-13 |
Branch Locations
1515 South Tryon St, Charlotte, NC 28203 • United States
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 |
|---|---|---|---|---|
| Private Client Services | Louisville | KY | 08/2015 | 10/2019 |
| Uwharrie Investment Advisors | Albemarle | NC | 08/2015 | 10/2019 |
| Dfa Securities Llc | Charlotte | NC | 10/2019 | Present |
St. James Anglican Church; Investment related-No; 8350 Walnut St, Mt Pleasant, NC 28124; Charitable; Committee Member; Finance Committee Member; 06/30/2026; 5; 0; Discuss the church's finances and help develop plans / recommendations for how funds are to be spent on various administrative needs (e.g., building maintenance, office supplies, technology, etc.) and philanthropic initiatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-29 |
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