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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 | 2021-02-25 |
| MA | RA | APPROVED | 2020-04-06 |
| FL | RA | APPROVED | 2020-01-16 |
Branch Locations
12783 Kingsmill Way , Ft. Meyers, FL 33913 • United States
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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Tampa | FL | 05/2017 | 03/2018 |
| Price Waterhouse Coopers | Boston | MA | 07/2016 | 10/2016 |
| Price Waterhouse Coopers | Boston | MA | 01/2017 | 04/2017 |
| Unemployed | Boston | MA | 11/2016 | 12/2016 |
| Price Waterhouse Coopers | Boston | MA | 03/2018 | 04/2018 |
| Citizens Bank | Medford | MA | 04/2018 | 07/2019 |
| Citizens Securities Inc. | Medford | MA | 04/2018 | 07/2019 |
| Citizens Securities, Inc. | Lexington | MA | 07/2019 | 01/2020 |
| Facet Wealth | Baltimore | MD | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-28 |
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-15 |
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