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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-06-24 |
| NM | RA | APPROVED | 2018-04-11 |
Branch Locations
9798 Coors Boulevard Nw Building D, Albuquerque, NM 87114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Albuquerque | NM | 06/2008 | 03/2018 |
| Raymond James Financial Services, Inc. | Albuquerque | NM | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Albuquerque | NM | 04/2018 | Present |
| Baker Wealth Planning Group | Albuquerque | NM | 03/2018 | Present |
(1)Name of Business: Baker Wealth Planning Group Address: 9798 Coors Blvd NW Bldg D, Albuquerque, NM, 87114, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Support Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
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