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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-30 |
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 |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 03/2025 | Present |
| Salesforce | Austin | TX | 04/2023 | 02/2025 |
| Dow Jones | New York | NY | 10/2020 | 03/2023 |
| Fora Financial | New York | NY | 08/2019 | 10/2020 |
| Currency Capital | Los Angeles | CA | 05/2017 | 07/2019 |
| University Of Southern California - Full-Time Education | Los Angeles | CA | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-18 |
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