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Facet CRD 285961
$7.60B regulatory AUM 2,521 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/2015 | 05/2019 |
| Schwab Private Client Investment Advisory | Pheonix | AZ | 07/2018 | 05/2019 |
| Usaa Financial Advisor Inc | Phoenix | AZ | 05/2019 | 12/2019 |
| Usaa Investment Management Company | Phoenix | AZ | 05/2019 | 12/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 05/2019 | 12/2019 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2023 | 11/2024 |
| National Bank Of Arizona | Goodyear | AZ | 02/2023 | 07/2023 |
| Rocket Mortgage | Phoenix | AZ | 02/2020 | 01/2023 |
| Edelman Financial Engines | Santa Clara | CA | 11/2024 | 06/2025 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | 01/2026 |
| Facet | West Palm Beach | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
| S66 | Uniform Combined State Law Examination | 2016-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-20 |
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