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101 Village Parkway Building 1, Suite 200, Marietta, GA 30067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-03-11 |
Branch Locations
101 Village Parkway Building 1, Suite 200, Marietta, GA 30067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baer Wealth Management | Marietta | GA | 03/2009 | Present |
| Baer Wealth Management | Marietta | GA | 09/2002 | Present |
| Baer Wealth Management | Marietta | GA | 01/2002 | Present |
| Kevmarken, Llc Dba Instead Of Flowers | Atlanta | GA | 02/2022 | Present |
Baer Wealth Management Investment-related: Yes Address: Marietta, GA; Nature of the other business:Insurance Position, title, or relationship: Insurance Agent Start date: 09/2002 Approximate number of hours/month you devote to the other business:80 Number of hours you devote to the other business during securities trading hours:0 Duties:Client interface, marketing,product recommendations ?Full Legal Business Name -Kevmarken LLC DBA Instead of Flowers ?Is the Business investment-related? (yes/no) - No ?Address - 1331 Marietta Blvd Atlanta Ga 30318 ?What is the nature of the other business? - Gourmet Food Delivery ?Your position, title, or relationship. - Partner ?Start date of your relationship - 2/1/2022 ?Approximate hours a month spent on the other business - 10 hours ?Approximate hours during trading spent on the other business - 10 hours ?Briefly describe your duties relating to the other business. - Investor/Director.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-07 |
| S66 | Uniform Combined State Law Examination | 2004-09-29 |
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