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Facet CRD 285961
$7.60B regulatory AUM 2,521 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/1993 | 03/2022 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 01/2012 | 03/2022 |
| Facet | West Palm Beach | FL | 08/2026 | Present |
| Markit Digital/S&P Global/Communify Fincentric | Santa Monica | CA | 05/2022 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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