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7200 N. Mopac, Suite 315, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 09/2021 | 05/2026 |
| The University Of Texas At Austin | Austin | TX | 08/2016 | 05/2021 |
| N/A | Austin | TX | 05/2021 | 09/2021 |
| We Family Offices | New York | NY | 06/2018 | 08/2018 |
| The Claro Group | Austin | TX | 12/2020 | 04/2021 |
| Austin Asset | Austin | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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