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Timothy Jason Baker

Yfp Wealth

New Albany, OH

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Current Employers
Yfp Wealth

118 E Main St., New Albany, OH 43054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-13
OH RA APPROVED 2019-02-11
  • TX RA
    APPROVED
    Since 2020-03-13
  • OH RA
    APPROVED
    Since 2019-02-11

Branch Locations

118 E Main St., New Albany, OH 43054 • 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
Your Financial Pharmacist Baltimore MD 03/2016 Present
  • 03/2016 → Present
    Your Financial Pharmacist
    Baltimore, MD
Previous Registrations
Other Businesses

Timothy Baker is a principal of Your Financial Pharmacist, LLC, an Ohio limited liability company ("YFP") that provides financial education to licensed pharmacists and pharmacy students, including, but not limited to, education on student loan refinancing. Address: 402 E Fort Avenue, Suite B Baltimore, MD 21230 As disclosed on YFP Planning's Form ADV Part 2B, Mr. Baker receives compensation from YFP. Activities performed by Your Financial Pharmacist, LLC include speaking at pharmacy schools and organizations, hosting webinars, operating blogs and podcast, and the sell of "Seven Figure Pharmacist" (book). To avoid any potential conflict of interest, if a prospective client of YFP Planning has previously engaged with YFP, the prospective client must agree to cease its engagement with YFP prior to signing a client agreement with YFP Planning and must continue to cease that engagement for the duration of the client agreement with YFP Planning. This activity accounts for approximately Approximately 20 hours per month, during securities trading hours. Non-Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-06
S63 Uniform Securities Agent State Law Examination 2013-11-23
  • S65 Uniform Investment Adviser Law Examination
    2014-03-06
  • S63 Uniform Securities Agent State Law Examination
    2013-11-23
Designations
Other Names
  • Timothy J Baker

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