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Mitchell Douglas Baldridge

Crestridge Wealth Advisors, LLC

Houston, TX

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Current Employers
Crestridge Wealth Advisors, Llc

1334 Brittmoore Road Suite 2604, Houston, TX 77043 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-19
  • TX RA
    APPROVED
    Since 2021-01-19

Branch Locations

1334 Brittmoore Road Suite 2604, Houston, TX 77043 • 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
Crestridge Wealth Advisors, Llc F/K/A Baldridge Financial Llc Houston TX 02/2020 Present
Baldridge Cpa Houston TX 08/2014 Present
  • 02/2020 → Present
    Crestridge Wealth Advisors, Llc F/K/A Baldridge Financial Llc
    Houston, TX
  • 08/2014 → Present
    Baldridge Cpa
    Houston, TX
Previous Registrations
Other Businesses

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.

Designations
Other Names
  • Mitchell Baldridge

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