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Brian Christopher Wagnon

Facet

West Palm Beach, FL

Spokane, WA

CRD 5918409

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Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-05
WA RA APPROVED 2020-09-15
  • TX RA
    APPROVED
    Since 2021-03-05
  • WA RA
    APPROVED
    Since 2020-09-15

Branch Locations

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

Spokane, WA • 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
Hart Capital Management Spokane WA 04/2016 08/2020
Facet Wealth Baltimore MD 09/2020 Present
Facet Wealth Baltimore MD 09/2020 Present
  • 04/2016 → 08/2020
    Hart Capital Management
    Spokane, WA
  • 09/2020 → Present
    Facet Wealth
    Baltimore, MD
  • 09/2020 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-30
  • S66 Uniform Combined State Law Examination
    2011-06-30
Designations
  • Certified Financial Planner
Other Names
  • Brian Christopher Wagnon
  • Brian C Wagnon

View on SEC IAPD

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