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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-29 |
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 |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 02/2021 | Present |
| Belvedere Partnership | Bartlett | IL | 01/2005 | 02/2021 |
| Keel Asset Management | Chicago | IL | 01/2016 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-02 |
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