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8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
15660 North Dallas Parkway Suite 820, Dallas, TX 75248 • United States
8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2022 | 05/2025 |
| Full Time Education: Colgate University | Hamilton | NY | 08/2018 | 05/2022 |
| Full Time Education | Lincoln | NE | 06/2012 | 08/2018 |
| Dimensional Fund Advisors | Austin | TX | 06/2021 | 08/2021 |
| Woods Tennis Center | Lincoln | NE | 06/2016 | 08/2020 |
| Lincoln Wealth Management | Lincoln | NE | 06/2017 | 08/2018 |
| Corda Investment Management, Llc | Houston | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-11 |
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