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Inactive

Patrick Charles Sabol

Facet

West Palm Beach, FL

Springfield, PA

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-21
TX RA APPROVED 2021-09-01
  • PA RA
    APPROVED
    Since 2024-11-21
  • TX RA
    APPROVED
    Since 2021-09-01

Branch Locations

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

Springfield, PA • 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
Girard Partners King Of Prussia PA 04/2016 06/2019
Traphagen Investment Advisors Llc Oradell NJ 06/2019 08/2021
Univest Corporation Of Pennsylvania King Of Prussia PA 05/2016 05/2019
Facet Wealth Baltimore MD 08/2021 Present
  • 04/2016 → 06/2019
    Girard Partners
    King Of Prussia, PA
  • 06/2019 → 08/2021
    Traphagen Investment Advisors Llc
    Oradell, NJ
  • 05/2016 → 05/2019
    Univest Corporation Of Pennsylvania
    King Of Prussia, PA
  • 08/2021 → Present
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-15
  • S65 Uniform Investment Adviser Law Examination
    2016-08-15
Designations
Other Names
  • Patrick Sabol

View on SEC IAPD

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CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
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

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