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Wendell L. Baker

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CRD#: 2380200
WB

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.

Wendell L Baker, who also goes by Wendell Baker, was a registered financial professional .

Wendell is a previously registered financial professional and started their career in finance in 1993. Wendell had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wendell Baker

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

September 1, 1998 - April 23, 2003

TRANSGLOBAL CAPITAL CORPORATION

BD
CRD#: 33347
WESTLAKE VILLAGE, CA
Past

April 29, 1997 - August 12, 1998

QUINCY CASS ASSOCIATES, INCORPORATED

BD
CRD#: 686
LOS ANGELES, CA
Past

August 12, 1996 - March 28, 1997

DABNEY/RESNICK/IMPERIAL, LLC

BD
CRD#: 24367
BEVERLY HILLS, CA
Past

March 20, 1995 - July 19, 1996

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

December 20, 1993 - June 26, 1995

MEYERS SECURITIES CORPORATION

BD
CRD#: 7183
ROCHESTER, 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
RR
Series 63
Date: 10/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/24/1998
General Securities Principal Examination

Current Firm


TC
TRANSGLOBAL CAPITAL CORPORATION
DAEDALUS PARTNERS, INC. | TRANSGLOBAL CAPITAL CORPORATION

CRD#: 33347 / SEC#: , 8-46099

BD
Terminated by SEC on 05/27/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/17/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
POLK, JOICEITA TPRESIDENT/CHIEF EXECUTIVE OFFICER3094319
SPECTRUM EQUITIES, LLCOWNER

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


TRANSGLOBAL CAPITAL CORPORATION

CRD#: 33347

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