Best Investors
Account
Sign in
1334 Brittmoore Road Suite 2604, Houston, TX 77043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-19 |
Branch Locations
1334 Brittmoore Road Suite 2604, Houston, TX 77043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestridge Wealth Advisors, Llc F/K/A Baldridge Financial Llc | Houston | TX | 02/2020 | Present |
| Baldridge Cpa | Houston | TX | 08/2014 | Present |
Mitchell Baldridge is a certified public accountant, owner and Managing Partner of Baldridge CPA, a full-service CPA firm providing tax and accounting services to individuals and businesses. The services provided through Baldridge CPA are separate and distinct from the services of Baldridge Financial. Referrals to, from, and between Baldridge Financial and Baldridge CPA can create a potential conflict of interest. Clients of Baldridge Financial are not obligated to engage Baldridge CPA for any accounting services and clients of Baldridge CPA are not obligated to engage Baldridge Financial for financial services.
Reach out to this advisor