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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| WI | RA | APPROVED | 2022-10-03 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 04/2021 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 08/2016 | 05/2017 |
| Caribou Coffee | Minneapolis | MN | 01/2017 | 05/2017 |
| University Of Wisconsin - Madison | Madison | WI | 08/2017 | 05/2020 |
| University Of Wisconsin - Madison | Madison | WI | 11/2017 | 05/2019 |
| University Of Wisconsin Colleges | Madison | WI | 06/2018 | 09/2018 |
| University Of Wisconsin - Madison | Madison | WI | 08/2018 | 05/2020 |
| Bankers' Bank | Madison | WI | 01/2019 | 07/2020 |
| Caribou Coffee | Eau Claire | WI | 06/2017 | 07/2017 |
| Caribou Coffee | Madison | WI | 08/2017 | 03/2018 |
| Facet Wealth, Inc | Baltimore | MD | 04/2021 | Present |
| Facet Wealth, Inc. | Baltimore | MD | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-24 |
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