Inactive

Noreen Burtner

West Palm Beach, FL

Springfield, TN

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Current Employers

Facet

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-01-01
TX	RA	APPROVED	2021-03-02

TN RA
APPROVED

Since 2025-01-01
TX RA
APPROVED

Since 2021-03-02

Branch Locations

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

Springfield, TN • 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
Tiaa	Wheaton	IL	03/2015	11/2020
Facet Wealth	Baltimore	MD	11/2020	Present

03/2015 → 11/2020

Tiaa

Wheaton, IL
11/2020 → Present

Facet Wealth

Baltimore, MD

Previous Registrations

2015-03-24 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Chicago, IL

Wheaton, IL
2013-10-18 → 2015-03-20

Lpl Financial Llc

Roselle, IL
2009-10-29 → 2013-10-22

Edward Jones

South Elgin, IL

Elburn, IL

St Louis, MO

St Charles, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-09-03

S66 Uniform Combined State Law Examination

2009-09-03

Designations

Other Names

Noreen Marie Kann
Noreen Burtner
Noreen Kann
Noreen Marie Burtner

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

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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