Best Investors Account Sign in
Inactive

Tanya Faye Welch

Bakeravenue

San Francisco, CA

Claim This Profile
Current Employers
Bakeravenue

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
NV RA APPROVED 2025-01-01
AZ RA APPROVED 2018-12-14
WA RA APPROVED 2018-10-26
TX RA APPROVED 2018-01-09
  • CA RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01
  • AZ RA
    APPROVED
    Since 2018-12-14
  • WA RA
    APPROVED
    Since 2018-10-26
  • TX RA
    APPROVED
    Since 2018-01-09

Branch Locations

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baker Avenue Asset Management Lp San Francisco CA 02/2015 Present
  • 02/2015 → Present
    Baker Avenue Asset Management Lp
    San Francisco, CA
Previous Registrations
  • 2011-01-13 → 2015-02-10
    Polaris Equity Management, Inc.
    San Rafael, CA
  • 2012-10-15 → 2015-02-10
    Polaris Wealth Advisory Group
    San Rafael, CA
  • 2007-10-25 → 2009-10-06
    Ubs Financial Services Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-23
  • S66 Uniform Combined State Law Examination
    2007-10-23
Designations
Other Names
  • Tanya Welch

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor