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Inactive

Cole Curtis Filer

Facet

West Palm Beach, FL

Grove City, OH

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Current Employers
Facet

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-09
TX RA APPROVED 2026-07-09
  • OH RA
    APPROVED
    Since 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

Grove City, OH • 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
Peak Retirement Planning, Inc. Columbus OH 06/2025 05/2026
Fifth Third Bank Oakwood OH 10/2024 06/2025
Chick Fil A Columbus OH 06/2018 10/2024
Lifetime Financial Growth Columbus OH 06/2023 07/2023
Full-Time Student Beavercreek OH 06/2015 06/2020
Facet West Palm Beach FL 07/2026 Present
  • 06/2025 → 05/2026
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 10/2024 → 06/2025
    Fifth Third Bank
    Oakwood, OH
  • 06/2018 → 10/2024
    Chick Fil A
    Columbus, OH
  • 06/2023 → 07/2023
    Lifetime Financial Growth
    Columbus, OH
  • 06/2015 → 06/2020
    Full-Time Student
    Beavercreek, OH
  • 07/2026 → Present
    Facet
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-05
  • S65 Uniform Investment Adviser Law Examination
    2025-07-05
Designations

View on SEC IAPD

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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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