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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
1515 S Tryon St, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Boston | MA | 09/2021 | 05/2022 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 12/2020 |
| Ptc | Boston | MA | 05/2019 | 08/2019 |
| Self-Employed | Blacksburg | VA | 01/2021 | 05/2021 |
| Old Rochester Regional High School | Mattapoisett | MA | 09/2013 | 06/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 01/2025 |
| Mattapoisett Recreation Summer Camp | Mattapoisett | MA | 06/2012 | 08/2018 |
| Unemployed | Mattapoisett | MA | 06/2021 | 08/2021 |
| Dimensional Fund Advisors Llc | Charlotte | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
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