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Gregory Howard Smith

Baer Investment Advisory LLC

Tiburon, CA

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Current Employers
Baer Investment Advisory Llc

Tiburon, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-10
CA RA APPROVED 2022-05-11
  • NY RA
    APPROVED
    Since 2024-07-10
  • CA RA
    APPROVED
    Since 2022-05-11

Branch Locations

Tiburon, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Birch Run Capital Advisors, Lp New York NY 05/2006 12/2021
Baer Investment Advisory Llc Yuba City CA 01/2022 Present
Century Gorge, Inc. Tiburon CA 08/2012 Present
Baer Investment Advisory Llc Tiburon CA 04/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-10
  • S65 Uniform Investment Adviser Law Examination
    2022-05-10

View on SEC IAPD

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