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Inactive

Brooke Summerhill

Facet

West Palm Beach, FL

Friday Harbor, WA

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-06-18
TX RA APPROVED 2026-06-17
  • WA RA
    APPROVED
    Since 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-17

Branch Locations

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

Friday Harbor, WA • 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
Northwest Asset Management Mercer Island WA 05/2016 08/2020
Purshe Kaplan Sterling Investments Albany NY 09/2016 03/2020
Facet West Palm Beach FL 06/2026 Present
The Summerhill Firm, Llc Friday Harbor WA 08/2020 Present
  • 05/2016 → 08/2020
    Northwest Asset Management
    Mercer Island, WA
  • 09/2016 → 03/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2026 → Present
    Facet
    West Palm Beach, FL
  • 08/2020 → Present
    The Summerhill Firm, Llc
    Friday Harbor, WA
Previous Registrations
Other Businesses

1. Yacht Haven Yoga, LLC. Non-investment related. Private residence. Yoga teacher. Owner and yoga instructor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-16
S63 Uniform Securities Agent State Law Examination 2013-04-02
  • S65 Uniform Investment Adviser Law Examination
    2016-08-16
  • S63 Uniform Securities Agent State Law Examination
    2013-04-02
Designations
Other Names
  • Livi Brooke Jarboe
  • Olivia Brooke Jarboe
  • Olivia Brooke Jarboe
  • Olivia Brooke Summerhill

View on SEC IAPD

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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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