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15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-04 |
Branch Locations
15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 08/2017 | 12/2019 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2012 | 05/2017 |
| None | Fitzgerald | GA | 05/2017 | 08/2017 |
| Dimensional Fund Advisors | Charlotte | NC | 01/2020 | 09/2021 |
| Dolan Capital Advisors, Inc. | Charlotte | NC | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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