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Mb Gen Wealth CRD 327967
$404M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 S. Post Street Suite 2250, Spokane, WA 99201-6021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-10-02 |
| WA | RA | APPROVED | 2023-10-02 |
Branch Locations
111 S. Post Street Suite 2250, Spokane, WA 99201-6021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mb Generational Wealth | Spokane | WA | 10/2023 | Present |
| Charles Schwab | Austin | TX | 08/2021 | 08/2023 |
| The Golf Club At Blackrock | Coeur D'ALene | ID | 04/2021 | 08/2021 |
| The St. Bernard | Sandpoint | ID | 11/2020 | 04/2021 |
| Student | Bellingham | WA | 09/2016 | 12/2020 |
| Old World Deli | Bellingham | WA | 06/2019 | 10/2019 |
| Kalispell Golf & Country Club | Spokane | WA | 06/2017 | 10/2017 |
| University Custodian | Bellingham | WA | 06/2016 | 10/2016 |
| Ray Baker Golf, Llc | Spokane | WA | 02/2025 | Present |
Ray Baker Golf, LLC; Not investment related; Spokane, WA; Golfing Apparel Manufacturer and distributor; Owner; 02/28/25; 10 hours per month, none during securities trading hours; 0 hours; Marketing and Operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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