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Reading the graph
Advisor at FACET
WEST PALM BEACH, FL | Centerton, AR
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 | Jul 30, 2026 | n/a | yes | Centerton, AR|WEST PALM BEACH, FL | Current employment |
| Captrust | Institutional manager | Feb 3, 2023 | Jun 23, 2026 | no | Centerton, AR|Tampa, FL | Previous registration |
| ALL STAR FINANCIAL INC | Former SEC adviser | Dec 15, 2015 | Sep 20, 2016 | no | MINNEAPOLIS, MN|Bloomington, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Captrust | Facet | Jun 23, 2026 | Jul 30, 2026 | 37 | Firm change | Other |
| ALL STAR FINANCIAL INC | Captrust | Sep 20, 2016 | Feb 3, 2023 | 2,327 | Firm change after gap | Other |