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212 Park Place, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors Lp | Austin | TX | 02/2015 | 10/2017 |
| Afam Capital, Inc. | Austin | TX | 10/2017 | 05/2018 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 12/2017 | 02/2023 |
| Innealta Capital, Llc | Austin | TX | 01/2018 | Present |
| Dfa Securities Llc | Austin | TX | 04/2015 | 10/2017 |
Innealta Capital, LLC; investment-related; 13215 Bee Cave Pkwy Building A, Ste 240, Austin, TX 78738; Director of Business Strategy; Start Date: 9/16/24; ~20 hours per month, all during securities trading hours; This is a short term independent contractor position. Duties are strategic sales and marketing guidance and facilitating communications between the firm's key partnerships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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