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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-13 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
1515 S Tryon St, Charlotte, NC 28203 • 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 | Present |
| Gamecock Moving | Columbia | SC | 01/2021 | 06/2021 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| Amco Precision Tool | Berlin | CT | 06/2020 | 08/2020 |
| Town Of West Hartford | West Hartford | CT | 06/2019 | 08/2019 |
| Town Of West Hartford | West Hartford | CT | 06/2018 | 08/2018 |
| Geissler's Supermarket | Bloomfield | CT | 04/2016 | 08/2017 |
| Northwest Catholic High School | West Hartford | CT | 08/2013 | 05/2017 |
| Dimensional Fund Advisors | Charlotte | NC | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-07 |
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