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Reading the graph
Advisor at FACET
Lilburn, GA | WEST PALM BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Facet | Independent wealth | Aug 18, 2026 | n/a | yes | WEST PALM BEACH, FL|Lilburn, GA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Sep 1, 2023 | Jun 4, 2024 | no | Alpharetta, GA|AUSTIN, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Nov 18, 2020 | Jul 24, 2023 | no | Atlanta, GA | Previous registration |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Oct 16, 2019 | Jan 6, 2020 | no | Atlanta, GA|Atlanta, GA|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | Facet | Jun 4, 2024 | Aug 18, 2026 | 805 | Firm change after gap | Ibd to RIA |
| MORGAN STANLEY | KESTRA ADVISORY SERVICES, LLC | Jul 24, 2023 | Sep 1, 2023 | 39 | Firm change | Wirehouse to ibd |
| MONEY CONCEPTS ADVISORY SERVICE | MORGAN STANLEY | Jan 6, 2020 | Nov 18, 2020 | 317 | Firm change | Ibd to wirehouse |