Best Investors Account Sign in
Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-18
  • TX RA
    APPROVED
    Since 2024-12-18

Branch Locations

1515 S Tryon St, 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 06/2021 10/2024
Indiana University Bloomington IN 08/2017 05/2021
Moeller High School Cincinnati OH 08/2013 05/2017
Midwest Sports Tennis Outlet Cincinnati OH 06/2015 11/2016
Bravo Brio Restaurant Group Mason OH 05/2018 03/2019
Party Pleasers Dj Services Cincinnati OH 05/2018 12/2019
Fidelity Investments Covington KY 06/2019 08/2019
Generations Wealth, Llc Mason OH 06/2020 08/2020
Dimensional Fund Advisors Charlotte NC 12/2024 Present
  • 06/2021 → 10/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2017 → 05/2021
    Indiana University
    Bloomington, IN
  • 08/2013 → 05/2017
    Moeller High School
    Cincinnati, OH
  • 06/2015 → 11/2016
    Midwest Sports Tennis Outlet
    Cincinnati, OH
  • 05/2018 → 03/2019
    Bravo Brio Restaurant Group
    Mason, OH
  • 05/2018 → 12/2019
    Party Pleasers Dj Services
    Cincinnati, OH
  • 06/2019 → 08/2019
    Fidelity Investments
    Covington, KY
  • 06/2020 → 08/2020
    Generations Wealth, Llc
    Mason, OH
  • 12/2024 → Present
    Dimensional Fund Advisors
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-19
S63 Uniform Securities Agent State Law Examination 2021-08-12
  • S66 Uniform Combined State Law Examination
    2022-09-19
  • S63 Uniform Securities Agent State Law Examination
    2021-08-12
Other Names
  • Danny Leuenberger
  • Danny Ryan Leuenberger

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor