Michael Jay Baird

Current Employers

Employment History

• 03/2002 → 12/2019
  Fred A. Marcussen, Cpa
  San Carlos, CA
• 07/2014 → 06/2024
  Securities America, Inc.
  Walnut Creek, CA
• 07/2014 → 06/2024
  Securities America Advisors
  Walnut Creek, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Walnut Creek, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Walnut Creek, CA
• 01/2020 → 12/2022
  Tony H. Tarabay, Cpa
  Redwood City, CA
• 12/2022 → 02/2024
  Bayshore Tax And Consulting
  Palo Alto, CA

Previous Registrations

• 2014-07-23 → 2024-06-14
  Securities America Advisors, Inc.
  San Carlos, CA
  Hayward, CA
  Moraga, CA
  Walnut Creek, CA
• 2012-03-02 → 2013-09-26
  New England Securities
  Foster City, CA

Other Businesses

1. SECURITIES AMERICA ADVISORS NATURE: INVESTMENT ADVISORY SERVICES - POSITION: IAR - INVESTMENT RELATED: YES - START DATE: 7/2014 - ADDRESS: 1875 OLYMPIC BLVD, STE 215C. WALNUT CREEK, CA 94596 2. MICHAEL BAIRD POSITION: Land lord NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 1223 Wallace St, Coral Gables FL 33134 DESCRIPTION: Rent property to an individual 3. CALCPA POSITION: MEMBER NATURE: CALCPA IS A PROFESSIONAL ASSOCIATION FOR CALIFORNIA CPA'S. IT IS A NON-PROFIT AND I AM JUST A PAYING MEMEBER. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2025 ADDRESS: 500 CAPITOL MALL, SUITE 1760, SACRAMENTO CA 95814, United States DESCRIPTION: I HAVE NO DUTIES. I AM A MEMBER AND RECEIVE PROFESSIONAL LITERATURE, AND ATTEND PROFESSIONAL GATHERINGS FOR PROFESSIONAL DEVELOPMENT. 4. IRON POINT FINANCIAL ADVISORS POSITION: CALIFORNIA INSURANCE LICENSEE NATURE: THE BUSINESS IS A SOLE PROPRIETORSHIP DOING BUSINESS AS IRON POINT FINANCIAL ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2014 ADDRESS: 1875 Olympic Blvd, 215C, WALNUT CREEK CA 94596, United States DESCRIPTION: I REVIEW CLIENTS OVERALL FINANCIAL SITUATION INCLUDING THE LIFE ISURANCE COVERAGE (PERM AND TERM), AND LONG TERM CARE. I INCLUDE THE GUIDANCE FOR THEIR LIFE INSURANCE AND LONG TERM CARE IN OVERALL RECOMMEDATIONS AND WRITE POLICIES FOR THEM AS NEEDED, AND THEY REQUEST COVERAGE. 5. M & M FINANCIAL ADVISORS, LLC POSITION: FINANCIAL ADVISOR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/30/2026 ADDRESS: 1875 Olympic Blvd, 215C, Walnut Creek CA 94595, United States DESCRIPTION: FINANCIAL ADVISOR

Exams

• S66 Uniform Combined State Law Examination
  2012-01-03

Other Names

• Michael Jay Baird
• Mike Baird
• Michael Baird