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Joseph Lynn Belisle

Dimensional Fund Advisors LP

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 2023-01-03
  • TX RA
    APPROVED
    Since 2023-01-03

Branch Locations

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
Community Clinical Research Austin TX 03/2020 02/2021
Equitable Advisors New York NY 02/2021 11/2021
Davidson College Davidson NC 08/2016 05/2020
Camp Balcones Marble Falls TX 07/2020 08/2020
Davidson Capital Advisors Huntersville NC 06/2019 08/2019
Huckabuy Park City UT 06/2018 07/2018
Camp Balcones Springs Marble Falls TX 06/2017 08/2017
Davidson College Annual Giving Davidson NC 01/2017 06/2019
Camp Balcones Springs Marble Falls TX 06/2019 06/2019
Davidson College Ticket Office Davidson NC 08/2019 03/2020
Dimensional Fund Advisors Austin TX 09/2022 Present
Regions Bank Charlotte NC 01/2022 09/2022
  • 03/2020 → 02/2021
    Community Clinical Research
    Austin, TX
  • 02/2021 → 11/2021
    Equitable Advisors
    New York, NY
  • 08/2016 → 05/2020
    Davidson College
    Davidson, NC
  • 07/2020 → 08/2020
    Camp Balcones
    Marble Falls, TX
  • 06/2019 → 08/2019
    Davidson Capital Advisors
    Huntersville, NC
  • 06/2018 → 07/2018
    Huckabuy
    Park City, UT
  • 06/2017 → 08/2017
    Camp Balcones Springs
    Marble Falls, TX
  • 01/2017 → 06/2019
    Davidson College Annual Giving
    Davidson, NC
  • 06/2019 → 06/2019
    Camp Balcones Springs
    Marble Falls, TX
  • 08/2019 → 03/2020
    Davidson College Ticket Office
    Davidson, NC
  • 09/2022 → Present
    Dimensional Fund Advisors
    Austin, TX
  • 01/2022 → 09/2022
    Regions Bank
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-19
S63 Uniform Securities Agent State Law Examination 2021-07-13
  • S65 Uniform Investment Adviser Law Examination
    2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2021-07-13
Other Names
  • Joey Belisle

View on SEC IAPD

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JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

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ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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