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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-01 |
| WA | RA | APPROVED | 2018-12-03 |
Branch Locations
11400 Se 8Th Street #265, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Ins Co | Bellevue | WA | 11/2003 | 07/2017 |
| Mml Investors Services, Llc | Bellevue | WA | 07/2017 | 12/2018 |
| Raymond James Financial Services, Inc | Bellevue | WA | 12/2018 | Present |
| Raymond James Financial Services Advisors, Inc | Bellevue | WA | 12/2018 | Present |
| Rental Property | Bellevue | WA | 01/2003 | Present |
| E F Baker Trust | Bellevue | WA | 01/2003 | Present |
| Green Financial | Kirkland | WA | 01/2006 | Present |
| Lewis River Logging Co. Corp | Bellevue | WA | 01/2003 | Present |
| Baker Day, Llc | Bellevue | WA | 12/2018 | Present |
(1)Name of Business: Address: 433 140th Ave NE , Bellevue, WA, 98005, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of rental property / property management (2)Name of Business: Baker, Jeanette Address: 11400 SE 8th St Ste 265, Bellevue, WA, 98005, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/04/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (3)Name of Business: Green Financial Address: 11400 SE 8th St Ste 265, Bellevue, WA, 98004, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent - Group and individual health insurance and other group products - dental, LTD, STD, vision, medicare supp (4)Name of Business: Lewis River Logging Co Corp Address: 11400 SE 8th St Ste 265, Bellevue, WA, 98004, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 12/10/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the assets of the corportation. (a single brokerage account with Raymond James and a checking and savings account with Wells Fargo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-07 |
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