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Inactive

Alexandra Virginia Wilson

Facet

West Palm Beach, FL

Bethlehem, GA

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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 2021-03-11
GA RA APPROVED 2020-09-24
  • TX RA
    APPROVED
    Since 2021-03-11
  • GA RA
    APPROVED
    Since 2020-09-24

Branch Locations

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

Bethlehem, GA • 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
Smartpath Advisors, Llc Atlanta GA 09/2019 09/2020
Smartpath Financial Atlanta GA 03/2018 09/2020
8 Degrees Financial Wellness Duluth GA 11/2017 03/2018
Jim Ellis Chevrolet Atlanta GA 10/2017 03/2018
Harmon Financial Advisors Atlanta GA 11/2016 10/2017
Lyft Atlanta GA 08/2016 05/2017
Harmon Financial Advisors Atlanta GA 05/2016 11/2016
Facet Wealth Baltimore MD 09/2020 Present
  • 09/2019 → 09/2020
    Smartpath Advisors, Llc
    Atlanta, GA
  • 03/2018 → 09/2020
    Smartpath Financial
    Atlanta, GA
  • 11/2017 → 03/2018
    8 Degrees Financial Wellness
    Duluth, GA
  • 10/2017 → 03/2018
    Jim Ellis Chevrolet
    Atlanta, GA
  • 11/2016 → 10/2017
    Harmon Financial Advisors
    Atlanta, GA
  • 08/2016 → 05/2017
    Lyft
    Atlanta, GA
  • 05/2016 → 11/2016
    Harmon Financial Advisors
    Atlanta, GA
  • 09/2020 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Designations
Other Names
  • Alexandra Virginia Magnus
  • Alexandra Magnus

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

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

More in West Palm Beach, FL

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