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13100 Wortham Center Dr Third Floor, Houston, TX 77065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
Branch Locations
13100 Wortham Center Dr Third Floor, Houston, TX 77065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 09/2021 |
| Houston Insurance Group Llc | Houston | TX | 05/2014 | 03/2017 |
| Baker Wealth Strategies, Llc | Cypress | TX | 04/2017 | Present |
| Bws Investments Management, Llc | Houston | TX | 08/2021 | Present |
2019-Present: Baker Wealth Strategies, LLC/Insurance Related/Houston, TX/Insurance Agency/Managing Member & Insurance Agent/Offer insurance products and services via unaffiliated issuers./Involves up to 50% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
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