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Inactive

Thomas Kirby

Facet

West Palm Beach, FL

Arvada, CO

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-26
CO RA APPROVED 2020-09-15
  • TX RA
    APPROVED
    Since 2021-02-26
  • CO RA
    APPROVED
    Since 2020-09-15

Branch Locations

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

Arvada, CO • 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
OrganizationCityStateFromTo
Usaa Financial Advisors Colorado Springs CO 10/2014 06/2020
Usaa Financial Planning Services Colorado Springs CO 10/2014 Present
Usaa Investment Services Company Colorado Springs CO 01/2018 Present
Usaa San Antonio TX 10/2014 09/2020
Facet Wealth Baltimore MD 09/2020 Present
  • 10/2014 → 06/2020
    Usaa Financial Advisors
    Colorado Springs, CO
  • 10/2014 → Present
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 01/2018 → Present
    Usaa Investment Services Company
    Colorado Springs, CO
  • 10/2014 → 09/2020
    Usaa
    San Antonio, TX
  • 09/2020 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-27
S63 Uniform Securities Agent State Law Examination 1997-09-19
  • S65 Uniform Investment Adviser Law Examination
    2007-03-27
  • S63 Uniform Securities Agent State Law Examination
    1997-09-19
Designations
Other Names
  • Tom Kirby
  • Thomas Lee Kirby

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
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

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