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Bakeravenue CRD 132657
$5.09B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pj Robb Variable Corp | Houston | TX | 06/2014 | 02/2018 |
| Time Financial | Woodland Hills | CA | 06/2014 | 02/2018 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2018 | 10/2019 |
| Morgan Stanley | Houston | TX | 04/2020 | 05/2021 |
| Unemployed | Houston | TX | 10/2019 | 04/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | 05/2021 |
| Mercer Advisors | Houston | TX | 03/2018 | 10/2019 |
| Willis Johnson & Associates | Houston | TX | 05/2021 | 02/2023 |
| Willis Johnson & Associates | Houston | TX | 05/2021 | 02/2023 |
| Baker Avenue Wealth Management, Lp | Houston | TX | 06/2023 | Present |
| Unemployed | Houston | TX | 02/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-20 |
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-16 |
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