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Trenton Charles Coats

Dimensional Fund Advisors LP

Austin, TX

Santa Monica, CA

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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_RES 2025-02-12
  • TX RA
    APPROVED_RES
    Since 2025-02-12

Branch Locations

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

1299 Ocean Avenue, Santa Monica, CA 90401 • 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
Ubs Financial Services, Inc. Seal Beach CA 06/2018 01/2025
Ubs Financial Services, Inc. Seal Beach CA 08/2017 06/2018
The City Of Seal Beach Seal Beach CA 06/2014 10/2017
California State University Long Beach Long Beach CA 08/2014 05/2018
Dimensional Fund Advisors Llc Santa Monica CA 02/2025 Present
  • 06/2018 → 01/2025
    Ubs Financial Services, Inc.
    Seal Beach, CA
  • 08/2017 → 06/2018
    Ubs Financial Services, Inc.
    Seal Beach, CA
  • 06/2014 → 10/2017
    The City Of Seal Beach
    Seal Beach, CA
  • 08/2014 → 05/2018
    California State University Long Beach
    Long Beach, CA
  • 02/2025 → Present
    Dimensional Fund Advisors Llc
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-23
  • S66 Uniform Combined State Law Examination
    2018-10-23

View on SEC IAPD

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JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

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Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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