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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-29
  • TX RA
    APPROVED
    Since 2022-11-29

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2021 → Present
    Dimensional Fund Advisors
    Austin, TX
  • 01/2005 → 02/2021
    Belvedere Partnership
    Bartlett, IL
  • 01/2016 → 02/2021
    Keel Asset Management
    Chicago, IL
Exams
CodeExamDate
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
  • 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

View on SEC IAPD

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