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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 09/2021 | 12/2024 |
| Liz Bentley Associates | Charlotte | NC | 06/2021 | 09/2021 |
| Washington And Lee University | Lexington | VA | 06/2020 | 09/2020 |
| Washington And Lee University | Lexington | VA | 06/2019 | 06/2019 |
| Charlotte Country Day School | Charlotte | NC | 08/2003 | 05/2017 |
| Washington And Lee University | Lexington | VA | 09/2017 | 05/2021 |
| - | Charlotte | NC | 05/2017 | 09/2017 |
| Peltoma Capital Partners | Charlottesville | VA | 01/2025 | Present |
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