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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

RACHEL LAUREN LOIKO

Advisor at DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:db5b4193-8192-4af3-5e14-5c8e07f8afff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2002 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: Dec 15, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 15, 2001
First registration: Oct 30, 2002
Dual registered: yes, broker-dealer
Other names: RACHEL LAUREN FUCHS|RACHEL LAUREN LOIKO|RACHEL LAUREN FUCHS|Rachel Loiko
IAPD individual key: 4467108

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	Jan 17, 2025	n/a	yes	CHARLOTTE, NC\|AUSTIN, TX	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 21, 2008	Oct 14, 2024	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|Charlotte, NC	Previous registration
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC	Former SEC adviser	May 24, 2006	Apr 20, 2007	no	CHARLOTTE, NC\|SIMSBURY, CT	Previous registration
BACAP DISTRIBUTORS, LLC	n/a	Jan 1, 2003	Jun 28, 2004	no	CHARLOTTE, NC	Previous registration
Stephens	Bd affiliated wealth	Oct 30, 2002	Jan 1, 2003	no	CHARLOTTE , NC	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
ADVICE AND PLANNING SERVICES	DIMENSIONAL FUND ADVISORS LP	Oct 14, 2024	Jan 17, 2025	95	Firm change	Other
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC	ADVICE AND PLANNING SERVICES	Apr 20, 2007	Apr 21, 2008	367	Firm change	Other
BACAP DISTRIBUTORS, LLC	HARTFORD INVESTMENT FINANCIAL SERVICES, LLC	Jun 28, 2004	May 24, 2006	695	Firm change after gap	Other
Stephens	BACAP DISTRIBUTORS, LLC	Jan 1, 2003	Jan 1, 2003	0	Firm change	Other

Relationships

Registered with (5)

→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: current employment
Jan 17, 2025 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 21, 2008 to Oct 14, 2024factForm ADV
→ HARTFORD INVESTMENT FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 24, 2006 to Apr 20, 2007factForm ADV
→ BACAP DISTRIBUTORS, LLCRegistered adviserregistration: previous registration
Jan 1, 2003 to Jun 28, 2004factForm ADV
→ STEPHENSRegistered adviserregistration: previous registration
Oct 30, 2002 to Jan 1, 2003factForm ADV

Dated events

Occurred
Oct 14, 2024
Advisor changed firm
Rachel Lauren Loiko left Advice And Planning Services for Dimensional Fund Advisors Lp (registered 2025-01-17)
Form ADVobserved 4 days ago