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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
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 |
|---|---|---|---|---|
| N/A | Anchorage | AK | 01/2014 | 05/2024 |
| Municipality Of Anchorage | Anchorage | AK | 07/2018 | 08/2018 |
| Ymca | Anchorage | AK | 01/2021 | 09/2021 |
| Bright Road Wealth Management | Anchorage | AK | 06/2021 | 05/2024 |
| Bright Road Wealth Management | Anchorage | AK | 05/2024 | 09/2024 |
| Bright Road Wealth Management | Anchorage | AK | 10/2024 | 06/2026 |
| Dimensional Fund Advisors | Santa Monica | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-12 |
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