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Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
Washington, DC • United States
25 Broadway 10Th Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED | 2023-11-14 |
| WA | RA | APPROVED | 2023-11-14 |
| CA | RA | APPROVED | 2022-09-26 |
| NY | RA | APPROVED | 2022-09-26 |
Branch Locations
25 Broadway 10Th Floor, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 09/2015 | 08/2022 |
| Secfi Advisory Limited | New York | NY | 08/2022 | 10/2025 |
| Geometric Wealth Advisors, Llc | Washington, D.C | DC | 10/2025 | Present |
| Secfi Advisory Limited | New York | NY | 10/2025 | Present |
| Secfi Securities, Llc | New York | NY | 08/2022 | 10/2025 |
1) Residential rental property owner/manager in Austin, Texas (investment-related). Property is owned directly. Start date: January 2022 Approximate hours/month: 2 (none during securities trading hours) Duties: Property manager (maintenance coordination) 2) Consultant for Guidepoint Global Advisors, an expert network based in New York (investment-related). Start date: June 2026 Approximate hours/month: 1 (none during securities trading hours) Duties: Expert consultation (excludes any form of investment advice)
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