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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-18 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2016 | 12/2018 |
| Simarian Enterprises Llc | Charlotte | NC | 01/2019 | 01/2020 |
| Sp Capital Advisory Partners Llc | Charlotte | NC | 01/2019 | 01/2020 |
| Dimensional Fund Advisor Llc | Charlotte | NC | 07/2022 | Present |
| Wells Fargo | Charlotte | NC | 06/2020 | 07/2022 |
| Unemployed | Charlotte | NC | 01/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-18 |
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