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Inactive

Eric Karl Reinhold Masch

Facet

West Palm Beach, FL

Davis, CA

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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 2021-03-10
CA RA APPROVED 2020-10-09
  • TX RA
    APPROVED
    Since 2021-03-10
  • CA RA
    APPROVED
    Since 2020-10-09

Branch Locations

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

Davis, CA • 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
Wealth Architects, Llc Mountain View CA 06/2012 07/2017
Wealth Architects, Llc Mountain View CA 08/2017 02/2020
Offit Capital Advisors, Llc New York City NY 03/2020 06/2020
Unemployed New York City NY 06/2020 08/2020
Facet Wealth Baltimore MD 08/2020 Present
  • 06/2012 → 07/2017
    Wealth Architects, Llc
    Mountain View, CA
  • 08/2017 → 02/2020
    Wealth Architects, Llc
    Mountain View, CA
  • 03/2020 → 06/2020
    Offit Capital Advisors, Llc
    New York City, NY
  • 06/2020 → 08/2020
    Unemployed
    New York City, NY
  • 08/2020 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-11
  • S65 Uniform Investment Adviser Law Examination
    2013-03-11
Designations

View on SEC IAPD

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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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