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13100 Wortham Center Dr Third Floor, Houston, TX 77065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
Branch Locations
13100 Wortham Center Dr Third Floor, Houston, TX 77065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St Louis | MO | 09/2016 | 09/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 11/2018 | 03/2020 |
| Securities Management And Research, Inc | Cedar Rapids | IA | 11/2018 | 03/2020 |
| Bfc Planning, Inc. | Cedar Rapids | IA | 11/2018 | 03/2020 |
| Sabbatical | Cedar Rapids | IA | 03/2020 | 09/2020 |
| Cambridge Investment Research,Inc. | Fairfield | IA | 09/2020 | 09/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 09/2021 |
| Bws Investment Management, Llc | Houston | TX | 08/2021 | Present |
| Baker Wealth Strategies, Llc | Houston | TX | 05/2021 | Present |
| Corvee Llc | Fort Lauderdale | FL | 10/2020 | 05/2021 |
2021-Present: Baker Wealth Strategies, LLC/Insurance Related/Houston TX & Albuquerque, NM/Investment Director/Involves up to 50% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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