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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-09 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
1515 South Tryon Street, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 04/2013 | 09/2017 |
| Bank Of America, N.A. | Bethesda | MD | 04/2015 | 09/2017 |
| Dimensional Fund Advisors | Charlotte | NC | 09/2017 | Present |
Kenan-Flagler Business School; Investment Related - Yes; The University of North Carolina at Chapel Hill, McColl Building, Campus Box 3490, 300 Kenan Center Drive Chapel Hill, NC 27599-3490;Educational;Board Member;10/02/2024;1;0;The Board will have authority over: strategic asset allocation; position limits; risk management and reporting; and the student-led management team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
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