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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | St. Petersburg | FL | 10/2014 | 09/2016 |
| Avid Advisory And Investment Group Llc Dba Avid Planning | St. Petersburg | FL | 10/2014 | 06/2021 |
| Zenpilot | Mars | PA | 06/2021 | 10/2024 |
| Modernize Your Business Dba Get Started Planning | Bella Vista | AR | 10/2024 | 09/2025 |
| Dew Wealth Management | Bella Vista | AR | 09/2025 | 06/2026 |
| Facet | West Palm Beach | FL | 07/2026 | Present |
Not Very Good Golf dba Not Scratch / Not Investment Related / Bella Vista, AR / Golf Products, equipment and entertainment / Founder / October 2024/ 10 hour spent per month devoted to business, 0 during trading hours / Sales of products, solutions, and blog for golf improvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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