Brian Charles Baker

Current Employers

Employment History

• 03/2013 → 04/2017
  Equinox Group Distributors, Llc
  Princeton, NJ
• 04/2017 → 07/2019
  G. Distributosr, Llc
  Rye, NY
• 07/2019 → 02/2022
  Locorr Distributors
  Excelsior, MN
• 02/2022 → 10/2022
  Hartman Income Reit
  Houston, TX
• 02/2022 → 10/2023
  D.H. Hill Securities, Lllp
  Kingwood, TX
• 11/2023 → 02/2025
  Triton Pacific Securities
  Irvine, CA
• 02/2025 → 01/2026
  Mcnally Financial Services Corporation
  San Antonio, TX
• 01/2026 → Present
  Saxony Capital Management, Llc
  St. Louis, MO
• 06/2026 → Present
  Pinnacle Capital Securities
  Long Beach, CA

Previous Registrations

• 2025-06-27 → 2026-01-16
  Mcnally Financial Services Corporation
  San Antonio, TX
  Kingwood, TX
  San Antonio, TX
• 2005-06-09 → 2007-01-22
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

1) Streamline Wealth Advisors - DBA for investment-related activity at Saxony Capital Management, LLC. 2) Pinnacle Capital Group, investment-related, 12655 W Jefferson Blvd, Los Angeles, CA 90066, Consulting Services, Managing Director, Distribution, 6/15/26, 35-40 hours per month, 18-20 during securities trading hours, consult on private Reg-D investments to RIA's, Family Office and Institutional Investment Advisors 3) Streamline Insurance Solutions, Investment Related, 4014 Spruce Valley Dr, Kingwood, TX 77345, Independent Insurance Agency, Owner, 7/13/2026, 6 hours per month, 6 hours per month during trading hours, sell fixed insurance products to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-26
• S63 Uniform Securities Agent State Law Examination
  1999-09-23