Sheri Annis Baker

Current Employers

Expand Financial, Llc

Littleton, CO • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-14
OH	RA	APPROVED	2010-06-08

TX RA
APPROVED

Since 2025-05-14
OH RA
APPROVED

Since 2010-06-08

Branch Locations

Littleton, CO • 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

Organization	City	State	From	To
Summit Benefit Solutions, Inc.	Mansfield	OH	04/1999	Present
Summit Benefit Insurance, Ltd	Mansfield	OH	07/2002	Present
Expand Financial, Llc F/K/A Boa, Llc.	Mansfield	OH	12/2009	Present
Km&M Pinnacle, Ltd	Mansfield	OH	01/2008	12/2019
Mbski Holdings, Llc	Mansfield	OH	09/2012	Present
July Business Services, Llc	Waco	TX	05/2019	Present
July Holdings, Llc	Waco	TX	01/2020	Present
Summit Payroll Solutions, Inc.	Mansfield	OH	01/2015	Present

04/1999 → Present

Summit Benefit Solutions, Inc.

Mansfield, OH
07/2002 → Present

Summit Benefit Insurance, Ltd

Mansfield, OH
12/2009 → Present

Expand Financial, Llc F/K/A Boa, Llc.

Mansfield, OH
01/2008 → 12/2019

Km&M Pinnacle, Ltd

Mansfield, OH
09/2012 → Present

Mbski Holdings, Llc

Mansfield, OH
05/2019 → Present

July Business Services, Llc

Waco, TX
01/2020 → Present

July Holdings, Llc

Waco, TX
01/2015 → Present

Summit Payroll Solutions, Inc.

Mansfield, OH

Previous Registrations

2008-03-13 → 2019-07-22

Km&M Pinnacle, Ltd.

Mansfield, OH

Other Businesses

1). JULY HOLDINGS LLC; NON-INVESTMENT RELATED; 400 AUSTIN AVENUE, SUITE 1200 WACOA, TX 76703; PROVIDES RECORD KEEPING FOR 3RD PARTY ADMINISTRATION (TPM) FOR RETIREMENT PLANS; CFO SINCE 05/2019, 120 HOURS PER MONTH, ALL TRADING HOURS. 2). SUMMIT BENEFITS SOLUTION LLC; NON-INVESTMENT RELATED; 400 AUSTIN AVENUE, SUITE 1200 WACOA, TX 76703; PROVIDES RECORD KEEPING FOR 3RD PARTY ADMINISTRATION (TPM) FOR RETIREMENT PLANS; PRESIDENT SINCE 04/1999, 10 HOURS PER MONTH, ALL TRADING HOURS. 3). JULY BUSINESS SERVICES; NON-INVESTMENT RELATED; 400 AUSTIN AVENUE, SUITE 1200 WACOA, TX 76703; PROVIDES RECORD KEEPING FOR 3RD PARTY ADMINISTRATION (TPM) FOR RETIREMENT PLANS; CFO SINCE 05/2019, 10 HOURS PER MONTH, ALL TRADING HOURS. 4). SUMMIT PAYROLL SOLUTIONS LLC. NON-INVESTMENT RELATED; 400 AUSTIN AVENUE, SUITE 1200 WACOA, TX 76703; PROVIDES RECORD KEEPING FOR 3RD PARTY ADMINISTRATION (TPM) FOR RETIREMENT PLANS; CONSULTANT SINCE 01/2015, 10 HOURS PER MONTH, ALL TRADING HOURS. 5). SUMMIT BENEFIT INSURANCE, INC. NON-INVESTMENT RELATED; 400 AUSTIN AVENUE, SUITE 1200 WACOA, TX 76703; INSURANCE SALES; PARTNER & INSURANCE PRODUCER; SINCE 07/2002; 4 HOURS PER MONT, NO TRADING HOURS. 6). MBSKI HOLDINGS; NON-INVESTMENT RELATED, 630 LEXINGTON AVENUE, MANSFIELD OH 44907; REAL ESTATE HOLDINGS; MANAGING MEMBER; SINCE 09/2012; 1 HOUR PER MONTH, NO TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-20

S66 Uniform Combined State Law Examination

2006-03-20

Designations

Other Names

Sheri Annis Ford

View on SEC IAPD