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Justin Michael Flores

Facet

West Palm Beach, FL

Severance, CO

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-09-02
TX RA APPROVED 2021-09-01
  • CO RA
    APPROVED
    Since 2021-09-02
  • TX RA
    APPROVED
    Since 2021-09-01

Branch Locations

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

Severance, CO • 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
Charles Schwab Lone Tree CO 01/2016 08/2021
Schwab Private Client Investment Advisory, Inc Lone Tree CO 06/2017 Present
Facet Wealth Baltimore MD 08/2021 Present
Facet Wealth Baltimore MD 08/2021 Present
  • 01/2016 → 08/2021
    Charles Schwab
    Lone Tree, CO
  • 06/2017 → Present
    Schwab Private Client Investment Advisory, Inc
    Lone Tree, CO
  • 08/2021 → Present
    Facet Wealth
    Baltimore, MD
  • 08/2021 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-03
  • S66 Uniform Combined State Law Examination
    2016-06-03
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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