Inactive

Todd Matthew Macaulay

West Palm Beach, FL

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Current Employers

Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2023-05-17
TX	RA	APPROVED	2023-05-17

KY RA
APPROVED

Since 2023-05-17
TX RA
APPROVED

Since 2023-05-17

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Lexington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Kentucky	Lexington	KY	07/2015	09/2020
Facet Wealth	Lexington	KY	09/2020	06/2022
Facet	Baltimore	MD	05/2023	Present
Wrenne Financial Planning	Lexington	KY	08/2022	05/2023

07/2015 → 09/2020

University Of Kentucky

Lexington, KY
09/2020 → 06/2022

Facet Wealth

Lexington, KY
05/2023 → Present

Facet

Baltimore, MD
08/2022 → 05/2023

Wrenne Financial Planning

Lexington, KY

Previous Registrations

2020-10-06 → 2022-06-13

Facet

Lexington, KY

West Palm Beach, FL
2013-04-01 → 2015-05-22

Commonwealth Financial Network

Lynn, MA
2008-02-27 → 2011-04-11

Manulife Investment Management (Us) Llc

Boston, MA
2008-02-27 → 2010-12-31

John Hancock Investment Management Llc

Boston, MA
2003-06-13 → 2005-11-10

Strategic Advisers Llc

Framingham, MA
2002-03-18 → 2005-11-10

Fidelity Personal Trust Company, Fsb

Cincinnati, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-01-11
S63	Uniform Securities Agent State Law Examination	2000-09-25

S66 Uniform Combined State Law Examination

2002-01-11
S63 Uniform Securities Agent State Law Examination

2000-09-25

Designations

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

SCOTT BERNARD ARENTSEN

NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL

MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL

TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

SUNRISE MANAGER LLC · WEST PALM BEACH, FL

SRT GROUP LLC · WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

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