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Justin Thomas Bellows

Facet

West Palm Beach, FL

Boerne, TX

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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 2022-01-21
  • TX RA
    APPROVED
    Since 2022-01-21

Branch Locations

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

Boerne, TX • 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
Texas Legacy Wealth Management San Antonio TX 12/2018 04/2019
Lpl Financial, Llc San Antonio TX 11/2018 12/2021
Rackspace San Antonio TX 03/2010 11/2018
Texas Legacy Wealth Management San Antonio TX 04/2019 12/2021
Facet Wealth Baltimore MD 01/2022 Present
  • 12/2018 → 04/2019
    Texas Legacy Wealth Management
    San Antonio, TX
  • 11/2018 → 12/2021
    Lpl Financial, Llc
    San Antonio, TX
  • 03/2010 → 11/2018
    Rackspace
    San Antonio, TX
  • 04/2019 → 12/2021
    Texas Legacy Wealth Management
    San Antonio, TX
  • 01/2022 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-02
S65 Uniform Investment Adviser Law Examination 2016-10-18
  • S66 Uniform Combined State Law Examination
    2019-02-02
  • S65 Uniform Investment Adviser Law Examination
    2016-10-18
Designations

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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