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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-03-04 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
San Rafael, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Ocean | San Rafael | CA | 03/2013 | 05/2017 |
| Grove | San Francisco | CA | 06/2017 | 09/2019 |
| Facet Wealth | Baltimore | MD | 09/2019 | Present |
| Facet Wealth | Baltimore | MD | 09/2019 | Present |
I sit on the board of a non-profit called, Thriving Foundation. I receive no compensation or commissions from this organization. I help run an AirBnB for my family, and receive no compensation or commissions from this activity. In past years, I have sold some of my own paintings. Commissions have been less than $500 per year.
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