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Inactive

Kimberly B Dulaurence

Facet

West Palm Beach, FL

Thornton, NH

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-08-19
TX RA APPROVED 2021-03-01
  • NH RA
    APPROVED
    Since 2021-08-19
  • TX RA
    APPROVED
    Since 2021-03-01

Branch Locations

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

Thornton, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Financial Group Quincy MA 04/2009 05/2018
Tiaa Braintree MA 05/2018 11/2020
Facet Wealth Baltimore MD 11/2020 Present
  • 04/2009 → 05/2018
    Citizens Financial Group
    Quincy, MA
  • 05/2018 → 11/2020
    Tiaa
    Braintree, MA
  • 11/2020 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
  • 2018-06-01 → 2020-11-13
    Tiaa-Cref Individual & Institutional Services, Llc
    Braintree, MA
  • 2009-04-17 → 2018-05-17
    Citizens Securities, Inc.
    Stoughton, MA
    Stoughton, MA
    Randolph, MA
    Stoughton, MA
    Quincy, MA
    So Attleboro, MA
    Attleboro, MA
    North Attleboro, MA
    Attleboro, MA
    Quincy, MA
    Quincy, MA
    No Quincy, MA
    Quincy, MA
    Abington, MA
    Brockton, MA
    Brockton, MA
    Braintree, MA
    Stoughton, MA
  • 2006-03-09 → 2009-04-14
    Banc Of America Investment Services, Inc.
    Quincy, MA
    Quincy, MA
    Hingham, MA
    Hingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-03
S63 Uniform Securities Agent State Law Examination 2002-12-27
  • S66 Uniform Combined State Law Examination
    2006-03-03
  • S63 Uniform Securities Agent State Law Examination
    2002-12-27
Designations
Other Names
  • Kim Byun
  • Young-Joo Byun
  • Young Kimberly Byun
  • Kimberly Byun Dulaurence
  • Young Kim Byun
  • Young Kim Byun
  • Kimberly Dulaurence

View on SEC IAPD

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SUNRISE MANAGER LLC · WEST PALM BEACH, FL
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