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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2013 | 06/2022 |
| Raymond James Financial Services, Inc. | Durham | NC | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Durham | NC | 06/2022 | Present |
(1) Name of Business: Baker Wealth Advisors, LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 06/09/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA name for RJFS ICD division (2) Name of Business: Batch of Bakers Family Holdings LLC Address: 1500 Fernleaf Pl, Hillsborough, NC, 27278, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/05/2026 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 set up a new LLC to hold my office condo real estate purchase (3) Name of Business: NST Performance and Services Address: 1500 Fernleaf Pl, Hillsborough, NC, 27278, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/26/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a separate LLC my spouse and I are forming for various purposes. She is a physical therapist and will use it for home-health under a separate DBA. We will also use this entity to create a bank account to collect funds for a youth basketball team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-30 |
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