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Rebecca Whites

Real Wealth Planning

Austin, TX

Sunset Valley, TX

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Current Employers
Real Wealth Planning

Sunset Valley, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-13
  • TX RA
    APPROVED
    Since 2024-06-13

Branch Locations

Austin, TX • United States

Sunset Valley, TX • 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
Ark Wealth Management, Llc Austin TX 10/2022 05/2023
Dimensional Fund Advisors Austin TX 08/2016 12/2018
Dimensional Fund Advisors Austin TX 01/2019 06/2021
Dimensional Fund Advisors Austin TX 07/2021 09/2022
Real Wealth Planning Sunset Valley TX 06/2024 Present
The Well Community Church Austin TX 05/2023 Present
  • 10/2022 → 05/2023
    Ark Wealth Management, Llc
    Austin, TX
  • 08/2016 → 12/2018
    Dimensional Fund Advisors
    Austin, TX
  • 01/2019 → 06/2021
    Dimensional Fund Advisors
    Austin, TX
  • 07/2021 → 09/2022
    Dimensional Fund Advisors
    Austin, TX
  • 06/2024 → Present
    Real Wealth Planning
    Sunset Valley, TX
  • 05/2023 → Present
    The Well Community Church
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-03
  • S66 Uniform Combined State Law Examination
    2017-02-03
Other Names
  • Rebecca Jones
  • Becca Whites

View on SEC IAPD

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