Sarah Joy Ponder

Current Employers

Real Wealth Planning

Sunset Valley, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-11-10

TX RA
APPROVED

Since 2020-11-10

Branch Locations

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

Organization	City	State	From	To
Dimensional Fund Advisors	Austin	TX	08/2016	10/2020
Fiduciaryfinancialplanninggroupllc Dba Realestatewealthplanning	Sunset Valley	TX	10/2020	Present
Fiduciary Financial Education	Sunset Valley	TX	08/2020	Present

08/2016 → 10/2020

Dimensional Fund Advisors

Austin, TX
10/2020 → Present

Fiduciaryfinancialplanninggroupllc Dba Realestatewealthplanning

Sunset Valley, TX
08/2020 → Present

Fiduciary Financial Education

Sunset Valley, TX

Previous Registrations

2017-02-07 → 2020-10-15

Dimensional Fund Advisors Lp

Austin, TX

Other Businesses

Fiduciary Financial Education, LLC; non investment-related; same address as Real Estate Wealth Planning; Financial Education; Owner, Content Creator, & Instructor; since 09/2020; 2hr/month; 0hrs/month during trading hours; financial education company, the company is a separate and unaffiliated entity. The two entities do not share clients or revenue.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-03

S66 Uniform Combined State Law Examination

2017-02-03

Designations

Other Names

Sarah Joy Pratt
Sarah Ponder

View on SEC IAPD