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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
Branch Locations
1515 S Tryon St, Charlotte, NC 28203 • United States
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 | 06/2021 | 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-12 |
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