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Advisor at REAL WEALTH PLANNING
SUNSET VALLEY, 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 |
|---|---|---|---|---|---|---|
| REAL WEALTH PLANNING | State registered | Nov 10, 2020 | n/a | yes | SUNSET VALLEY, TX | Current employment |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Feb 7, 2017 | Oct 15, 2020 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | REAL WEALTH PLANNING | Oct 15, 2020 | Nov 10, 2020 | 26 | Firm change | Other |