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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)32 years in industry

PAUL ANDREW LEHMAN

Advisor at DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX

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Search this name across graphsid dfx:ria:3193c134-5e51-828e-60dd-0ad643da986b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2003 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: Apr 6, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Apr 6, 1994
First registration: Dec 8, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 2444502

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	Mar 18, 2026	n/a	yes	AUSTIN, TX	Current employment
SEI INVESTMENTS MANAGEMENT CORP	Mixed wealth	Jan 16, 2026	Mar 16, 2026	no	Austin, TX\|OAKS, PA	Previous registration
DIMENSIONAL FUND ADVISORS LP	Asset manager	Jul 29, 2013	Jan 13, 2026	no	AUSTIN, TX	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Aug 10, 2006	Feb 26, 2014	no	COLUMBIA, SC	Previous registration
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Apr 28, 2005	Dec 14, 2006	no	COLUMBIA, SC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Aug 27, 2004	Apr 20, 2005	no	BELPRE, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 8, 2003	Aug 13, 2004	no	COLUMBIA, SC	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
SEI INVESTMENTS MANAGEMENT CORP	DIMENSIONAL FUND ADVISORS LP	Mar 16, 2026	Mar 18, 2026	2	Firm change	Other
DIMENSIONAL FUND ADVISORS LP	SEI INVESTMENTS MANAGEMENT CORP	Jan 13, 2026	Jan 16, 2026	3	Firm change	Other
FIRST CITIZENS ASSET MANAGEMENT, INC	DIMENSIONAL FUND ADVISORS LP	Feb 26, 2014	Jul 29, 2013	-212	Firm change after gap	Other
FIRST CITIZENS INVESTOR SERVICES, INC.	FIRST CITIZENS ASSET MANAGEMENT, INC	Dec 14, 2006	Aug 10, 2006	-126	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	FIRST CITIZENS INVESTOR SERVICES, INC.	Apr 20, 2005	Apr 28, 2005	8	Firm change	Other
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES, INC.	Aug 13, 2004	Aug 27, 2004	14	Firm change	Other

Relationships

Registered with (6)

→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Jul 29, 2013 to Jan 13, 2026factForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPRegistered adviserregistration: previous registration
Jan 16, 2026 to Mar 16, 2026factForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Aug 10, 2006 to Feb 26, 2014factForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Apr 28, 2005 to Dec 14, 2006factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 27, 2004 to Apr 20, 2005factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 8, 2003 to Aug 13, 2004factForm ADV

Dated events

Occurred
Mar 16, 2026
Advisor changed firm
Paul Andrew Lehman left Sei Investments Management Corp for Dimensional Fund Advisors Lp (registered 2026-03-18)
Form ADVobserved 6 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Paul Andrew Lehman left Dimensional Fund Advisors Lp for Sei Investments Management Corp (registered 2026-01-16)
Form ADVobserved 6 days ago