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Advisor at MORNINGSTAR INVESTMENT MANAGEMENT LLC
Austin, TX | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | Mixed wealth | May 30, 2025 | n/a | yes | Austin, TX|CHICAGO, IL | Current employment |
| MORNINGSTAR INVESTMENT SERVICES LLC | Former SEC adviser | May 1, 2024 | Jun 16, 2025 | no | Austin, TX|CHICAGO, IL|CHICAGO, IL | Previous registration |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Feb 20, 2020 | Sep 20, 2023 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICES LLC | MORNINGSTAR INVESTMENT MANAGEMENT LLC | Jun 16, 2025 | May 30, 2025 | -17 | Firm change | RIA to RIA |
| DIMENSIONAL FUND ADVISORS LP | MORNINGSTAR INVESTMENT SERVICES LLC | Sep 20, 2023 | May 1, 2024 | 224 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112525:108031:IL:2025-06-16 | Jun 16, 2025 | May 30, 2025 | CHICAGO, IL | Firm change |