David M Goss

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Facet

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-20
TX	RA	APPROVED	2026-07-21

FL RA
APPROVED

Since 2026-08-20
TX RA
APPROVED

Since 2026-07-21

Branch Locations

Land O Lakes, FL • United States

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

Organization	City	State	From	To
Tapfin/Ey	Tampa	FL	02/2021	03/2021
Tapfin/Ey	Tampa	FL	03/2021	07/2026
University Of Florida	Gainesville	FL	03/2020	12/2021
Eos Fitness	Tampa	FL	09/2020	Present
Optum - Plus One	New York	NY	11/2016	12/2020
Meadowlands Ymca	East Rutherford	NJ	04/2017	09/2018
Aulcs Charter School	Perth Amboy	NJ	09/2016	02/2017
Facet	West Palm Beach	FL	07/2026	Present

02/2021 → 03/2021

Tapfin/Ey

Tampa, FL
03/2021 → 07/2026

Tapfin/Ey

Tampa, FL
03/2020 → 12/2021

University Of Florida

Gainesville, FL
09/2020 → Present

Eos Fitness

Tampa, FL
11/2016 → 12/2020

Optum - Plus One

New York, NY
04/2017 → 09/2018

Meadowlands Ymca

East Rutherford, NJ
09/2016 → 02/2017

Aulcs Charter School

Perth Amboy, NJ
07/2026 → Present

Facet

West Palm Beach, FL

Previous Registrations

2021-07-02 → 2026-07-20

Ernst & Young Investment Advisers Llp

Tampa, FL

Tampa, FL

Other Businesses

EOS Fitness - Fitness Trainer, since 9/2020 non-investment related 5320 Ehrlich Road, Tampa, FL 33624 8 hours/month, no hours during trading hours I teach fitness classes

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-06-12

S65 Uniform Investment Adviser Law Examination

2021-06-12

Designations

Certified Financial Planner

View on SEC IAPD