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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 | 2026-05-28 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Hudson, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Larkspur | CA | 10/2010 | 09/2017 |
| Facet | West Palm Beach | FL | 05/2026 | Present |
| Usaa Financial Planning Services | Tampa | FL | 09/2017 | 04/2018 |
| Tapfin/Ey | Secaucus | NJ | 04/2020 | 05/2026 |
| Unemployed | Tampa | FL | 05/2018 | 06/2019 |
| Beachwood | Oldsmar | FL | 07/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-06 |
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