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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-02 |
| SC | RA | APPROVED | 2024-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth | Greenville | SC | 05/2021 | 03/2024 |
| Tybee Vacation Rentals | Tybee Island | GA | 01/2020 | 05/2021 |
| Tybee Vacation Rentals | Tybee Island | GA | 08/2018 | 01/2020 |
| Tybee Vacation Rentals | Tybee Island | GA | 03/2018 | 08/2018 |
| Unemployed | Savannah | GA | 05/2017 | 03/2018 |
| North Carolina State University Department Of Forest Biomaterial | Raleigh | NC | 06/2016 | 05/2017 |
| North Carolina State University | Raleigh | NC | 08/2013 | 05/2017 |
| Raymond James Financial Services, Inc. | Durham | NC | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Durham | NC | 03/2024 | Present |
| Four Corners Advisor Group | Durham | NC | 03/2024 | Present |
(1) Name of Business: Baker Wealth Advisors LLC Address: 12 Brookside Ave, Greenville, SC, 29607, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/03/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Account Maintenance, Opening Accounts, Servicing Client's Accounts, Transferring Accounts, Responding to Emails/Client Calls
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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