Coby Heath Baker

Current Employers

Employment History

• 08/2010 → 03/2022
  Edward Jones
  Tempe, AZ
• 03/2022 → Present
  Raymond James Financial Services, Inc
  Prescott, AZ
• 03/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Prescott, AZ

Previous Registrations

• 2010-10-18 → 2022-03-04
  Edward Jones
  Tempe, AZ
  Tempe, AZ
  Mckinney, TX
  Prescott, AZ

Other Businesses

(1) Name of Business: Baker & Carara Private Wealth Partners Address: 401 Whipple Street, Prescott, AZ, 86301, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 03/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (2) Name of Business: Baker Wealth Management LLC Address: 401 whipple street, Prescott, AZ, 86301, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/03/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: LLC for Tax Purposes only (3) Name of Business: Las Vegas Ranch Estates HOA Address: 3205 Lakeside Village, Prescott, AZ, 86305, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I along with 4 other board members I help the association budget for road cost and future improvements for the association (4) Name of Business: MRT Property Holdings LLC Address: 401 Whipple Street , Prescott, AZ, 86301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/28/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: My wife and I set up this LLC to purchase a office building that is my Raymond James office location. (5) Name of Business: Williamson Valley School District Address: 15450 N. Williamson Valley Road, Prescott, AZ, 86305, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Williamson Valley School district is a transfer only school district. There are 3 members to the Williamson Valley School District board. I will not have access to funds, or be in charge of distributing funds. We can not issue municipal bonds. The purpose of the board is to budget for the transferring of students to the Prescott schools.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-08

Other Names

• Coby Heath Baker
• Coby H Baker