Kaleb Baker

Current Employers

Employment History

• 12/2015 → 03/2017
  Lpl Financial, Llc
  Beavercreek, OH
• 10/2016 → 03/2017
  National Wealth Management Group, Llc
  Beavercreek, OH
• 03/2017 → 09/2017
  Pruco Securities, Llc
  Columbus, OH
• 03/2017 → 09/2017
  The Prudential Insurance Company Of America
  Columbus, OH
• 09/2017 → 12/2023
  Pnc Investments, Llc
  Pittsburgh, PA
• 01/2024 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2024 → Present
  Wright-Patt Credit Union
  Fairborn, OH
• 05/2025 → Present
  Lpl Financial Llc
  Fairborn, OH

Previous Registrations

• 2024-01-02 → 2025-05-15
  Cuso Financial Services, L.P.
  Fairborn, OH
• 2017-09-20 → 2024-01-03
  Pnc Wealth Management Llc
  Kettering, OH
  Beavercreek, OH
  Wilmington, OH
• 2017-04-06 → 2017-09-15
  Pruco Securities, Llc.
  Columbus, OH
• 2016-10-20 → 2017-03-15
  National Wealth Management Group, Llc
  Beavercreek, OH
  Cincinnati, OH
• 2016-02-18 → 2016-10-20
  Lpl Financial Llc
  Beavercreek, OH

Other Businesses

1 - 06/2025 - WPCU Retirement Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 06/18/2025 - Federal Retirement Readiness Associates LLC - Outside/W-2 Employment - Not Investment Related - Xenia, OH - Start Date 05/19/2025 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-02-17

Designations

Other Names

• Kaleb Nathaniel Baker