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Inactive

Chet Jay Baxter

Axia Wealth Management Inc

Bend, OR

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Current Employers
Axia Wealth Management Inc

255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-04-17
WA RA APPROVED 2024-02-27
OR RA APPROVED 2017-07-24
TX RA APPROVED 2017-07-18
CA RA APPROVED 2017-06-29
  • AZ RA
    APPROVED
    Since 2024-04-17
  • WA RA
    APPROVED
    Since 2024-02-27
  • OR RA
    APPROVED
    Since 2017-07-24
  • TX RA
    APPROVED
    Since 2017-07-18
  • CA RA
    APPROVED
    Since 2017-06-29

Branch Locations

255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • 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
Merit Wealth Management, Llc Bend OR 12/2010 07/2017
Axia Wealth Management Inc Bend OR 06/2017 Present
Previous Registrations
  • 2011-06-14 → 2017-07-24
    Merit Wealth Management, Llc
    Franklin, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-13
  • S65 Uniform Investment Adviser Law Examination
    2011-06-13
Designations
Other Names
  • C.J. Baxter
  • Chet J. Baxter

View on SEC IAPD

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JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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