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Sarah E Baker

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-04-26
  • VA RA
    APPROVED
    Since 2021-04-26

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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
Ronald Blue & Co. Charlotte NC 07/2006 09/2017
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 10/2017 04/2021
Mason Investment Advisory Services, Inc. Reston VA 04/2021 Present
Previous Registrations
  • 2017-10-11 → 2021-04-14
    Sbsb Financial Advisors
    Mclean, VA
  • 2006-09-28 → 2017-08-01
    Ronald Blue & Co., Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-27
S63 Uniform Securities Agent State Law Examination 2004-10-27
  • S65 Uniform Investment Adviser Law Examination
    2006-09-27
  • S63 Uniform Securities Agent State Law Examination
    2004-10-27
Designations
Other Names
  • Sarah E Nelms
  • Sarah E Nelms

View on SEC IAPD

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BLAINE WILLIAM HOMAN
DEREK LESNAK
GREGORIO TORRES DRUEHL

Other Offices

STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA
WEALTHSPIRE ADVISORS · Reston, VA

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