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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2015 | 12/2017 |
| Peltoma Capital Partners | Austin | TX | 11/2023 | Present |
| Self-Employed | Austin | TX | 05/2022 | Present |
| Dimensional Fund Advisors | Austin | TX | 01/2018 | 12/2019 |
| Dimensional Fund Advisors | Austin | TX | 01/2020 | 05/2022 |
Name: Tripping Millennial Not investment related Address: Austin, TX Nature: Blog/Content Creation Position: Owner/Creator Title/Relationship: Owner/Creator Start Date: May 2022 Approx Hours/Month: 6 During Trading Hours: 0 Duties: Create travel-oriented content and guides for various social media platforms and my own blog/newsletter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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