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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Charlotte | NC | 08/2022 | 01/2026 |
| University Of Rhode Island Food Services | Kingston | RI | 10/2019 | 10/2021 |
| Rhode Island Country Club | Barrington | RI | 06/2017 | 09/2020 |
| Education | Kingston | RI | 08/2012 | 05/2022 |
| Vector Marketing: Cutco | Cranston | RI | 12/2018 | 01/2019 |
| Dimensional Fund Advisors | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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