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Inactive

Sonja Marleen Puetzer

Baobab Wealth Management

Anchorage, AK

Nokomis, FL

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Current Employers
Baobab Wealth Management

Nokomis, FL • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-18
GA RA APPROVED 2025-01-27
CO RA APPROVED 2025-01-06
AK RA APPROVED 2024-12-18
FL RA APPROVED 2024-12-17
TX RA APPROVED_RES 2024-10-09
  • WA RA
    APPROVED
    Since 2025-02-18
  • GA RA
    APPROVED
    Since 2025-01-27
  • CO RA
    APPROVED
    Since 2025-01-06
  • AK RA
    APPROVED
    Since 2024-12-18
  • FL RA
    APPROVED
    Since 2024-12-17
  • TX RA
    APPROVED_RES
    Since 2024-10-09

Branch Locations

721 Depot Drive, Anchorage, AK 99501 • United States

Nokomis, FL • 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
Adidas Group Shanghai 05/2015 03/2017
Maternity Leave Honolulu HI 04/2017 07/2018
Sportmaster Singapore 08/2018 02/2022
Unemployed Nokomis FL 03/2022 09/2024
Baobab Wealth Management Nokomis FL 09/2024 Present
  • 05/2015 → 03/2017
    Adidas Group
    Shanghai
  • 04/2017 → 07/2018
    Maternity Leave
    Honolulu, HI
  • 08/2018 → 02/2022
    Sportmaster
    Singapore
  • 03/2022 → 09/2024
    Unemployed
    Nokomis, FL
  • 09/2024 → Present
    Baobab Wealth Management
    Nokomis, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-05
  • S65 Uniform Investment Adviser Law Examination
    2024-09-05
Other Names
  • Sonja Marleen Putzer

View on SEC IAPD

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