Craig Wilson Baum

Current Employers

Employment History

• 10/1987 → Present
  Wilson Baum Agency, Inc.
  Mckeesport, PA
• 09/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/1997 → Present
  Wealth Preservation And Management, Inc.
  Irwin, PA

Previous Registrations

• 2007-08-03 → 2011-09-06
  Tower Square Securities, Inc.
  Irwin, PA
  North Huntingdon, PA

Other Businesses

1) CRAIG W. BAUM (NOT INVESTMENT RELATED); 9000 JUDITH CIRCLE NORTH HUNTINGDON, PA 15642; PHOTOGRAPHY; SOLE PROPRIETOR/PHOTOGRAPHER; START DATE 1/1/06; 0 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS; FREELANCE PHOTOGRAPHY 2) HIDDEN VALLEY RESORT, ONE CRAIGHEAD DR, PO BOX 4420, HIDDEN VALLEY, PA 15502. BEGAN 12/2012 AS SKI INSTRUCTOR. DEVOTES 12 HR/WK-NONE DURING TRADING. 3) WILSON BAUM AGENCY, INC, 314 LONG RUN RD, MCKEEPSPORT, PA 10/1987 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/REAL ESTATE AGENT, INV REL, 20/MONTHLY, 2HRS/TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-15/WK-5/TRADING. 09/11. 5) HIDDEN VALLEY RESORT, ONE CRAIGHEAD DRIVE PO BOX 4420 HIDDEN VALLEY PA 15502, 12/2012, SKI INSTRUCTOR, SEASONAL WORK, NIR, 48 HR/MO 0 HR/MO TRADING 6) WILSON BAUM AGENCY, INC, DBA HOWARD HANNA WILON BAUM REAL ESTATE- 314 LONG RUN ROAD MCKEESPORT PA, REAL ESTATE/ MORTGAGE ORIGINATION/ MORGAGE BROKER- REAL ESTATE SALES PERSON, NIR, 5/WK 2/TRADING 7) CRAIG W BAUM, 2413 KELSEY CT NORTH HUNTINGDON PA 15642, 01/2006, FREELANCE PHOTOGRAPHER, 4 HR/YEAR 0 HR/TRADING 8) WILSON BAUM FINANCIAL SERVICES LLC, 314 LONG RUN RD MCKEESPORT PA 15132, SECURITIES DBA, SOLE PROPRIETOR, 01/2018, INV REL, 120 HR/MONTH, 10 HR/TRADING 9) MON-YOUGH CHAMBER OF COMMERCE, 4304 WALNUT STREET MCKEESPORT PA, BOARD MEMBER OF A NON-PUBLIC ENTITY, EXECUTIVE BOARD MEMBER, 02/2020, NIR, 2 HR/MO 1 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-03
• S63 Uniform Securities Agent State Law Examination
  1990-08-24

Designations