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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MEREDITH CHRISTIAN BRODERICK

Advisor at DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX

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Search this name across graphsid dfx:ria:17dd6845-a898-11f5-090e-39faf6a7cbe0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIMENSIONAL FUND ADVISORS LP
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 11, 2022
First registration: Jan 1, 2006
Dual registered: yes, broker-dealer
Other names: MEREDITH CHRISTIAN GODDARD|MINDY GODDARD|MEREDITH GODDARD
IAPD individual key: 4863960

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIMENSIONAL FUND ADVISORS LP	Asset manager	Aug 12, 2022	n/a	yes	AUSTIN, TX	Current employment
LWI FINANCIAL INC.	Former SEC adviser	Jan 7, 2014	Jul 11, 2017	no	SAN JOSE, CA\|LOS GATOS, CA\|Palo Alto, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 23, 2013	Oct 21, 2013	no	Los Angeles, CA	Previous registration
BELLATORE FINANCIAL, INC.	Independent wealth	Nov 1, 2007	Sep 18, 2009	no	THE WOODLANDS, TX	Previous registration
LWI FINANCIAL INC.	Former SEC adviser	Jan 1, 2006	Jul 25, 2006	no	SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LWI FINANCIAL INC.	DIMENSIONAL FUND ADVISORS LP	Jul 11, 2017	Aug 12, 2022	1,858	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	LWI FINANCIAL INC.	Oct 21, 2013	Jan 7, 2014	78	Firm change	Other
BELLATORE FINANCIAL, INC.	J.P. MORGAN SECURITIES LLC	Sep 18, 2009	Sep 23, 2013	1,466	Firm change after gap	Other
LWI FINANCIAL INC.	BELLATORE FINANCIAL, INC.	Jul 25, 2006	Nov 1, 2007	464	Firm change after gap	Other

Relationships

Registered with (4)

→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: current employment
Aug 12, 2022 to presentfactForm ADV
→ LWI FINANCIAL INC.Registered adviserregistration: previous registration
Jan 7, 2014 to Jul 11, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 23, 2013 to Oct 21, 2013factForm ADV
→ BELLATORE FINANCIAL, INC.Registered adviserregistration: previous registration
Nov 1, 2007 to Sep 18, 2009factForm ADV

Dated events

No dated event names this entity yet.