Ameesha Purohit Ouimet
Also appears in the source record as: Ameesha Ouimet; Ameesha Monal Purohit; Ameesha Purohit
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- Series 66Series 24SIESeries 7
- Registered states (1)
- Texas
- Years in the industry (source record)
- 13
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Dimensional Fund Advisors LP
- Firm CRD
- 106482
- SEC number
- 801-16283
- Assets under management
- $1.0T as of Mar 24, 2026
- Website
- www.dimensional.com/us-en/individual ↗
- Phone
- 512-306-7400
- Firm location
- Austin, TX, 78746
Employment history (9)
From the source registration record · current first
-
Sep 28, 2022 → present
-
Sep 28, 2022 → present
-
Lpl Financial LLCBD capacityMar 11, 2022 → Sep 22, 2022
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Lpl Financial LLCIA capacityMar 11, 2022 → Sep 22, 2022
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Kestra Advisory Services, LLCIA capacityApr 28, 2016 → Feb 16, 2022
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Kestra Investment Services, LLCBD capacityAug 6, 2015 → Feb 16, 2022
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Nfp Advisor Services, LLCIA capacityAug 6, 2015 → Sep 22, 2016
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J. W. Cole Advisors, Inc.IA capacityJan 2, 2014 → Jul 27, 2015
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J.W. Cole Financial, Inc.BD capacitySep 3, 2013 → Jul 27, 2015
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.