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Curtis David Baker

Sage Advisory Services Ltd Co

Austin, TX

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Current Employers
Sage Advisory Services Ltd Co

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-10
  • TX RA
    APPROVED
    Since 2024-05-10

Branch Locations

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • 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
Student Austin TX 08/2016 05/2018
Mitchell Williams Austin TX 05/2018 08/2018
Student Austin TX 08/2018 05/2019
Lilly K Company Austin TX 05/2019 08/2019
Student Austin TX 08/2019 01/2020
Runtitle Austin TX 01/2020 05/2020
Purshe Kaplan Sterling Investments Albany NY 08/2020 01/2021
Thrivent Advisor Network D/B/A 49 Financial Austin TX 05/2020 01/2021
Kestra Investment Services, Llc Austin TX 02/2021 10/2021
Etoro Hoboken NJ 10/2021 04/2024
Sage Advisory Services Austin TX 04/2024 Present
  • 08/2016 → 05/2018
    Student
    Austin, TX
  • 05/2018 → 08/2018
    Mitchell Williams
    Austin, TX
  • 08/2018 → 05/2019
    Student
    Austin, TX
  • 05/2019 → 08/2019
    Lilly K Company
    Austin, TX
  • 08/2019 → 01/2020
    Student
    Austin, TX
  • 01/2020 → 05/2020
    Runtitle
    Austin, TX
  • 08/2020 → 01/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2020 → 01/2021
    Thrivent Advisor Network D/B/A 49 Financial
    Austin, TX
  • 02/2021 → 10/2021
    Kestra Investment Services, Llc
    Austin, TX
  • 10/2021 → 04/2024
    Etoro
    Hoboken, NJ
  • 04/2024 → Present
    Sage Advisory Services
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2020-07-28
  • S66 Uniform Combined State Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2020-07-28
Other Names
  • Curt David Baker

View on SEC IAPD

Other Firms

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EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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