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Claireese Lynell Baggao

Layline Financial

Sandpoint, ID

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Current Employers
Layline Financial

Sandpoint, ID • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-06
ID RA APPROVED 2025-12-04
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-06
  • ID RA
    APPROVED
    Since 2025-12-04

Branch Locations

Sandpoint, ID • 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
Brio Financial Group San Francisco CA 06/2019 06/2023
Taddei Ludwig & Associates San Rafael CA 03/2019 05/2019
Wells Fargo Capital Management San Francisco CA 01/2013 02/2019
Layline Financial Llc Sausalito CA 05/2023 Present
  • 06/2019 → 06/2023
    Brio Financial Group
    San Francisco, CA
  • 03/2019 → 05/2019
    Taddei Ludwig & Associates
    San Rafael, CA
  • 01/2013 → 02/2019
    Wells Fargo Capital Management
    San Francisco, CA
  • 05/2023 → Present
    Layline Financial Llc
    Sausalito, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-07
  • S65 Uniform Investment Adviser Law Examination
    2019-08-07
Other Names
  • Claire Baggao

View on SEC IAPD

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