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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-02 |
| OK | RA | APPROVED | 2022-01-20 |
| TX | RA | APPROVED | 2022-01-20 |
Branch Locations
550 Reserve St Ste 210, Southlake, TX 76092 • United States
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Dallas | TX | 09/1997 | 09/2021 |
| Strategic Advisers | Irving | TX | 08/2002 | 09/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2021 |
| Baker Avenue Asset Management, Lp | Southlake | TX | 01/2022 | Present |
| Unemployed | Dallas | TX | 10/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-23 |
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