Matthew J Baker

Current Employers

Employment History

• 09/2013 → 05/2018
  Capital Choice Financial Services
  Greensboro, GA
• 05/2014 → 06/2017
  Ccf Investments, Inc
  Greensboro, GA
• 04/2017 → 06/2017
  Capital Choice Investment Advisers, Inc.
  Greensboro, GA
• 06/2017 → 05/2018
  Ameritas Investment Corp.
  Lincoln, NE
• 05/2014 → 05/2018
  The Guardian Financial
  Henderson, NV
• 05/2018 → 07/2025
  Epic Private Wealth
  Peoria, AZ
• 05/2018 → 01/2026
  Epic Trust Investment Advisors Llc Dba Epic Private Wealth
  Peoria, AZ
• 07/2025 → 09/2025
  Avantax Advisory Services
  Peoria, AZ
• 07/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Peoria, AZ
• 02/2020 → Present
  Mj Baker Llc
  Peoria, AZ
• 09/2025 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2022 → 01/2026
  Epic Trust Az Llc
  Peoria, AZ
• 01/2026 → Present
  Legacy Cornerstone Wealth
  Las Vegas, NV

Previous Registrations

• 2025-09-05 → 2026-03-15
  Cetera Investment Advisers Llc
  Peoria, AZ
• 2025-07-30 → 2025-09-05
  Avantax Advisory Services
  Peoria, AZ
  Dallas, TX
• 2017-06-21 → 2018-06-06
  Ameritas Investment Company, Llc
  Henderson, NV
  Greensboro, GA
  San Diego, CA
• 2017-05-02 → 2017-06-21
  Capital Choice Investment Advisers, Inc.
  Henderson, NV
  San Diego, CA
  Greensboro, GA

Other Businesses

MJ Baker LLC; Manager; single-member LLC used to move compensation from investment advisory services provided through Legacy Cornerstone Wealth for tax purposes ; No; 1; 1; 02/17/2020; 10815 W Nosean Road Peoria AZ 85383; no duties, this entity is simply used to move my compensation from investment advisory services provided through Legacy Cornerstone Wealth for tax purpose. Independent insurance agent, non investment related, 5940 S Rainbow Blvd Las Vegas, NV 89118, insurance agent, 10/24/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-20
• S63 Uniform Securities Agent State Law Examination
  2014-06-09

Designations

Other Names

• Matthew James Baker
• Matthew Baker