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Current Employers
Bakeravenue

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-13
  • FL RA
    APPROVED
    Since 2025-02-13

Branch Locations

Clearwater, FL • United States

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • 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
Baker Avenue Asset Management Clearwater FL 01/2023 12/2024
Baker Avenue Asset Management New York NY 01/2022 12/2022
Baker Avenue Asset Management San Francisco CA 01/2021 12/2021
Full-Time Education San Francisco CA 09/2019 12/2020
First Republic Bank San Francisco CA 06/2019 08/2019
Herbert Hotel Llc San Francisco CA 01/2019 05/2019
Bank Of America San Francisco CA 05/2017 12/2018
Part City San Francisco CA 01/2016 11/2018
Baker Avenue Wealth Management Clearwater FL 01/2025 Present
  • 01/2023 → 12/2024
    Baker Avenue Asset Management
    Clearwater, FL
  • 01/2022 → 12/2022
    Baker Avenue Asset Management
    New York, NY
  • 01/2021 → 12/2021
    Baker Avenue Asset Management
    San Francisco, CA
  • 09/2019 → 12/2020
    Full-Time Education
    San Francisco, CA
  • 06/2019 → 08/2019
    First Republic Bank
    San Francisco, CA
  • 01/2019 → 05/2019
    Herbert Hotel Llc
    San Francisco, CA
  • 05/2017 → 12/2018
    Bank Of America
    San Francisco, CA
  • 01/2016 → 11/2018
    Part City
    San Francisco, CA
  • 01/2025 → Present
    Baker Avenue Wealth Management
    Clearwater, FL
Designations

View on SEC IAPD

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