Michael Edward Baumer

Current Employers

Employment History

• 09/2008 → Present
  Citigroup Global Markets,Inc.
  San Francisco, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-09-22 → 2009-06-01
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2007-04-02 → 2008-09-22
  Morgan Stanley & Co. Llc
  Oakland, CA
• 2002-01-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Oakland, CA
  Oakland, CA

Other Businesses

Business- terrapin inc- 1.0 hours during and after business- family own structure trust- effective 04/2015 2.188 Foxtail Pine, LLC;Big Sky, MT Invt related;CFO; Sole Proprietor / Owner / Partner; 08/2016;DB Hrs:0;AB Hrs:0 3.3620 Woodside LLC;Woodside, CA;Invt related;CFO; Owner/Partner;12/2016;DB Hrs:0; AB Hrs:0 4. *319231- Art Love, LLC;Invt related;CA; CFO;Jan 2016. 5.Terrapin Pacific LLC; New York, NY; Invt related; CFO; Owner/Partner; 01/2016; DB Hrs: 0; AB Hrs: 0 6. Terrapin Indian LLC; Redwood City, CA; Invt related; CFO; Owner/Partner; 01/2016; DB Hrs: 0; AB Hrs: 0 7. Santa Cruz Coastal LLC; Santa Cruz, CA; Invt related; CFO; Owner/Partner; 01/2016; DB Hrs: 0; AB Hrs: 0 8. Driftwood LLC; Indianapolis, IN; Invt related; CFO; Owner/Partner; 10/2016; DB Hrs: 0; AB Hrs: 0 9. 3 Coconuts LLC; Invt related: No; Fresno, CA; CFO (signer); Dec 2017; 10. 3 Palms LLC; Invt related: No; Fresno, CA;; CFO (Signer); Dec 2017; My client, Nick Woodman (also my Cousin), is purchasing a home in Hawaii. Similar to his other LLC's, the entity is being formed for anonimity and liability reasons. 11. 250A Pheasant Tail LLC; Invt related Yes; California; Business / Company; CFO ; Aug 2018; DB Hrs: 1; AB Hrs: 0 14. 7 Lakewood Drive LLC; Invt related No; Nature of the business; Officer ; Apr 2019 15. *384843 - Think It, Inc (A Montana Corporation); Invt related; Kalispell, MT; Employment; Director and President; Dec 2019*242958 - Terrapin, Inc; Invt related - No; Business / Company; CFOApr 2015. . *334279 - Bounty, LLC; Invt related Yes; Big Sky, MT; Real Estate; CFO; December 2017; DB Hrs: 0.01; AB Hrs: 0; Signer. 18. *334281 - Tahiti, LLC; Invt related Yes; Big Sky, MT; Real Estate; CFO; December 2017; DB Hrs: 0.01; AB Hrs: 0; Signer. 19. *319227 - Car Love, LLC; Invt related; Big Sky, MT; Officer ; Jun 2016; DB Hrs: 1; AB Hrs: 0. *406474 - Moonjack Ranch LLC; NotInvt related; Fresno, CA; Real Estate; Officer; Jul2020; 0.1hrs;CFO. *406479 - Moonjack North LLC; Invt related;Fresno,CA; Real Estate; Officer; Jul2020; 0.01hrs; CFO. 20. *406483 - Moonjack South LLC; Invt related;Fresno,CA; Real Estate; Officer; Jul2020; 0.01hrs;CFO. 21.*418579 - Trust; Investment related - Yes; Belgrade, Montana; Trust; Trustee/Co-Trustee;12/2020; During business hours: 0; After business hours: 1 *505767: Trust ; Invt related : Yes ; La Jolla ;California;Trust ; Trustee/Co-Trustee; 6/2022; DB Hrs :1 ; AB Hrs :0 *506609:Trust ; Invt related : Yes ; La Jolla ; California ; Trust ; Trustee/Co-Trustee; 6/2022; DB Hrs : 1 AB Hrs : 0 *506617 - Trust; Invt related Yes; La Jolla, California; Trust; Trustee/Co-Trustee; 06/2022; DB Hrs: 1; AB Hrs: 0 *508223- 7101 Metro LLC; Invt related- Yes; Palm Beach ,Florida; Real Estate;Member 06/2022;DB Hrs:0;AB Hrs: 1; Administrative*512575 - Rental Property; Invt related: Yes; Kalispell, Montana; Real Estate; Officer; 07/2022; DB Hrs: 0; AB Hrs: 1; Signor *523740 - Trust; Investment related: Yes; Lafayette, California; Trust; Trustee/Co-Trustee; 08/2022; DB Hrs: 0; AB Hrs: 20; *504479- Trust ; Investment related-Yes; 06/2022; La Jolla; California; DB hrs: 2; AB Hrs: 0*530391- Trust; Investment related-Yes; Lafayette, California;11/2022; During business hours: 1; After business hours: 0; *542687 - 17 Rainbow Point, LLC; Investment related No; Kalispell, Montana; Real Estate; Officer ; 02/2023 ; DB hrs: 0; AB hrs: 1; Signer. *607951 - 6035 Folsom LLC; Investment related: Yes;Lafayette , California; Real Estate; Member; 8/2024; DB hrs: 0; AB hrs: 4; Administrative:Other *618107- Baumer Financial Services (10% ownership in Danville Ranches II); Invt related: Yes; West Palm Beach, Florida; Real Estate; Partner ; 11/2024; DB hrs: 0; AB hrs: 0; Partner - Inheriting the position from my mother's estate *653744- Baumer Financial Services (10% ownership in Danville Ranches II); Invt related: Yes; Lafayette, California; Real Estate; Partner ; 08/2025; DB hrs: 0; AB hrs: 1; Administrative:Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2001-12-18