Best Investors Account Sign in
Inactive

Timothy John Baker

Wealthshape LLC

Windsor, CT

Claim This Profile
Current Employers
Wealthshape Llc

360 Bloomfield Ave Suite 301, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2015-08-19
  • CT RA
    APPROVED
    Since 2015-08-19

Branch Locations

360 Bloomfield Ave Suite 301, Windsor, CT 06095 • 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
Wealthshape Llc Windsor CT 10/2015 Present
Previous Registrations
  • 2013-12-12 → 2015-09-17
    Asset Strategies, Inc.
    Avon, CT
  • 2012-11-08 → 2013-12-04
    3D Asset Management, Inc.
    Hartford, CT
  • 2009-03-30 → 2012-10-12
    Symmetry Partners
    Glastonbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-28
S63 Uniform Securities Agent State Law Examination 2005-10-04
  • S65 Uniform Investment Adviser Law Examination
    2009-03-28
  • S63 Uniform Securities Agent State Law Examination
    2005-10-04
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
PARKER WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
FIDUCIENT ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
OSAIC ADVISORY SERVICES, LLC

Other Investors

Martin Doyle McMahon
Daniel Gilligan
Monica L Forbes
JEFFREY PARKER SMITH
ERIK A LILLIBRIDGE
Michael Gothers
Michael Dennis McGrath
SOFIA DUMANSKY

Other Offices

EDWARD JONES · WINDSOR, CT
PARKER WEALTH MANAGEMENT, LLC · WINDSOR, CT
OSAIC WEALTH, INC. · WINDSOR, CT
EAGLE STRATEGIES LLC · WINDSOR, CT
FIDUCIENT ADVISORS LLC · WINDSOR, CT
STATE FARM INVESTMENT MANAGEMENT CORP. · WINDSOR,, CT
PFS INVESTMENTS INC. · BLOOMFIELD, CT
OSAIC ADVISORY SERVICES, LLC · WINDSOR, CT

More in Windsor, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor