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100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-27 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2015 | 05/2021 |
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 01/2023 | Present |
| Vise | New York | NY | 05/2021 | 09/2022 |
| Altafid | Austin | TX | 09/2022 | 01/2023 |
| Franklin Distributors, Llc | Narbeth | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-05 |
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