Tracie Lynn Baiz

Current Employers

Employment History

• 05/2013 → 06/2024
  Securities America, Inc.
  Sacramento, CA
• 05/2013 → 06/2024
  Securities America Advisors, Inc.
  Sacramento, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2013-05-21 → 2024-06-14
  Securities America Advisors, Inc.
  Sacramento, CA
• 2011-04-14 → 2013-05-29
  Lpl Financial Llc
  Capitola, CA
  Sacramento, CA
• 2010-05-19 → 2011-04-12
  Signator Financial Services, Inc.
  El Dorado Hills, CA
  Bellevue, WA
• 2004-05-04 → 2010-05-20
  Spc
  El Dorado Hills, CA
  Elk Grove, CA

Other Businesses

**CALIFORNIA TAX BOUTIQUE POSITION: Enrolled Agent NATURE: 1) TRACIE L BAIZ - TAX PREPARATION - Enrolled Agent- 50% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2009 ADDRESS: 1010 Hurley Way, Ste 195, Sacramento CA 95825, United States DESCRIPTION: Personal and Business Income Tax Preparation. Advocating for clients before the IRS. **TRACIE L BAIZ POSITION: SALES/SERVICE NATURE: INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR - INVESTMENT RELATED - START DATE: 05/2013 - LOCATED AT1010 HURLEY WAY, STE 195, SACRAMENTO CA 95825 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2013 ADDRESS: 1010 HURLEY WAY, STE 195, SACRAMENTO CA 95825, United States DESCRIPTION: MANAGE CLIENTS NEEDS AND EXPECTATIONS WHILE INVESTING WITHIN FEE BASED BROKERAGE ACCOUNTS **TRACIE L BAIZ POSITION: Sales/Service NATURE: 2)TRACIE L BAIZ - NON VARIABLE INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 12/2002 - LOCATED AT1010 HURLEY WAY, STE 195, SACRAMENTO CA 95825- 2% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2002 ADDRESS: 1010 HURLEY WAY, STE 195, SACRAMENTO CA 95825, United States DESCRIPTION: Sell and service life insurance for various insurance companies. **BBB PARTNERS POSITION: Managing Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1010 Hurley Way, Ste 140, Sacramento CA 95825, United States DESCRIPTION: Renting real estate in Michigan. We have a rental property manager. ***LUXE LIVING STAGING BOUTIQUE POSITION: Partner: Stager NATURE: General Partnership: Home Staging Service. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 1010 HURLEY WAY, SUITE 195, Sacramento CA 95825, United States DESCRIPTION: Staging homes to sell or rent, and/or managing people to stage homes once we have employees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-22
• S63 Uniform Securities Agent State Law Examination
  2000-10-06

Other Names

• Tracie Lynn Rogers
• Tracie Lynn Seal
• Tracie Lynn Mccrum
• Tracie Lynn Baiz
• Tracie Lynn Baiz-Adams
• Tracie Lynn Baiz-Adams