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Ellis Curbelo Jeffay

Dimensional Fund Advisors LP

Charlotte, NC

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 2022-03-29
  • TX RA
    APPROVED
    Since 2022-03-29

Branch Locations

1515 South Tryon Street, Charlotte, NC 28203 • United States

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
The Vanguard Group, Inc. Charlotte NC 07/2016 10/2021
Dimensional Fund Advisors Charlotte NC 03/2021 Present
  • 07/2016 → 10/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2021 → Present
    Dimensional Fund Advisors
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-02
  • S63 Uniform Securities Agent State Law Examination
    2016-09-02
Designations
Other Names
  • Ellis Jeffay

View on SEC IAPD

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