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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
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 |
|---|---|---|---|---|
| Dimensional Fund Advisors Llc | Charlotte | NC | 01/2025 | Present |
| Bank Of America | Charlotte | NC | 07/2023 | 12/2024 |
| Bank Of America | Charlotte | NC | 06/2022 | 08/2022 |
| University Of Florida | Gainesville | FL | 08/2019 | 05/2023 |
| Garnet Valley High School | Garnet Valley | PA | 01/2015 | 06/2019 |
| Steen's Beach Service | Bethany Beach | DE | 06/2021 | 08/2022 |
| Steen's Beach Service | Bethany Beach | DE | 06/2020 | 08/2020 |
| Steen's Beach Service | Bethany Beach | DE | 06/2019 | 08/2019 |
| Steen's Beach Service | Bethany Beach | DE | 06/2018 | 08/2018 |
| Steen's Beach Service | Bethany Beach | DE | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-04 |
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