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2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-06 |
Branch Locations
2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 05/2017 | Present |
| Duke University | Durham | NC | 08/2016 | 05/2017 |
First Baptist Church Mount Holly; Investment related - No; 300 South Main Street, Mount Holly, NC 28120; Religious institution; Serve as a volunteer on the finance committee; Started Jun 01, 2023; Approximately 0.5 hours per month; During security trading hours: 0; Serve as a volunteer on the finance committee. Part of 7 person committee that votes on budgeting decisions. I do not directly control any investments or funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-15 |
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