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Inactive

Brent Mitchell Weiss

Facet

West Palm Beach, FL

St Petersburg, FL

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED 2021-03-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2021-03-01

Branch Locations

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

St Petersburg, FL • 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
Kestra Financial Services, Inc. Austin TX 04/2016 12/2016
Fabric Wealth Baltimore MD 12/2016 09/2017
Clear Path Advisory Pikesville MD 08/2016 12/2016
Facet Wealth Baltimore MD 09/2017 Present
  • 04/2016 → 12/2016
    Kestra Financial Services, Inc.
    Austin, TX
  • 12/2016 → 09/2017
    Fabric Wealth
    Baltimore, MD
  • 08/2016 → 12/2016
    Clear Path Advisory
    Pikesville, MD
  • 09/2017 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
  • 2016-04-20 → 2016-12-06
    Kestra Advisory Services, Llc
    Timonium, MD
  • 2006-07-12 → 2016-09-22
    Kestra Investment Services, Llc
    Timonium, MD
    Timonium, MD
    Pikesville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-23
  • S66 Uniform Combined State Law Examination
    2006-06-23
Designations

View on SEC IAPD

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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

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