Inactive

David Fritz Wirth

West Palm Beach, FL

Claim This Profile

Current Employers

Facet

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-02-26
VA	RA	APPROVED	2017-11-07

TX RA
APPROVED

Since 2021-02-26
VA RA
APPROVED

Since 2017-11-07

Branch Locations

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

Manassas, VA • 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
Savant Capital Management	Rockford	IL	01/2015	08/2017
Aafmaa Wealth Management & Trust	Reston	VA	09/2017	10/2017
Facet Wealth	Baltimore	MD	11/2017	Present

01/2015 → 08/2017

Savant Capital Management

Rockford, IL
09/2017 → 10/2017

Aafmaa Wealth Management & Trust

Reston, VA
11/2017 → Present

Facet Wealth

Baltimore, MD

Previous Registrations

2015-01-14 → 2017-08-16

Savant Wealth Management

Mcclean, VA

Rockford, IL
2010-08-19 → 2014-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Fairfax, VA
2001-04-25 → 2010-07-30

T. Rowe Price Advisory Services, Inc.

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-08
S63	Uniform Securities Agent State Law Examination	1998-08-20

S66 Uniform Combined State Law Examination

2001-01-08
S63 Uniform Securities Agent State Law Examination

1998-08-20

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

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor