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Advisor at PARKWOODS WEALTH PARTNERS, LLC
CLAYTON, MO | AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARKWOODS WEALTH PARTNERS, LLC | Independent wealth | Jan 8, 2025 | n/a | yes | AUSTIN, TX|CLAYTON, MO | Current employment |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Jun 1, 2016 | Aug 18, 2023 | no | AUSTIN, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 10, 2014 | Mar 22, 2016 | no | SAN DIEGO, CA | Previous registration |
| INDEX FUND ADVISORS, INC. | Independent wealth | Jun 16, 2011 | Feb 21, 2014 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | PARKWOODS WEALTH PARTNERS, LLC | Aug 18, 2023 | Jan 8, 2025 | 509 | Firm change after gap | Other |
| LPL FINANCIAL LLC | DIMENSIONAL FUND ADVISORS LP | Mar 22, 2016 | Jun 1, 2016 | 71 | Firm change | Other |
| INDEX FUND ADVISORS, INC. | LPL FINANCIAL LLC | Feb 21, 2014 | Mar 10, 2014 | 17 | Firm change | Other |