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Susan G. Baker

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CRD#: 1799384
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Garcia Baker, who also goes by Susan Lynn Garcia, Susan Garcia, Susan Lynn Garcia, was a registered financial advisor .

Susan is a previously registered financial advisor and started their career in finance in 1988. Susan had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Lynn Garcia | Susan Garcia | Susan Lynn Garcia

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 30, 2006 - January 18, 2007

RMIN SECURITIES, INC.

BD
CRD#: 47274
CENTENNIAL, CO
Past

May 17, 2006 - January 18, 2007

RMIN SECURITIES, INC.

RIA
CRD#: 47274
CENTENNIAL, CO
Past

January 24, 2003 - May 2, 2006

TLG ADVISORS, INC.

RIA
CRD#: 111052
DENVER, CO
Past

March 14, 1997 - May 2, 2006

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

January 4, 1991 - February 11, 1997

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

February 23, 1988 - October 14, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RS
RMIN SECURITIES, INC.
RMIN SECURITIES | THIS IS A NAME CORRECTION NOT A NAME CHANGE. | RMIN, INC. SECURITIES | RMIN SECURITIES, INC.

CRD#: 47274 / SEC#: , 8-51724

BD
Terminated by SEC on 02/16/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 09/01/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROCKY MOUNTAIN INSURANCE NETWORK, INC.OWNER
FENWICK, JOHN JAYFINOP2436951
HYLTON, JOSEPH DALEPRESIDENT4123835
PADWE, STEPHEN JOSEPHINVESTMENT ADVISER MANAGER, CHIEF COMPLIANCE OFFICER5199327
WASLEY, TERRANCE JOHNBOARD CHAIR/CEO1403863

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RMIN SECURITIES, INC.

CRD#: 47274

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