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JB

John D. Baier

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CRD#: 2662247
JB

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.

John David Baier, who also goes by John D Baier, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1995. John had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John D Baier

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

July 11, 2017 - November 13, 2020

TEAK TREE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 149474
Northport, AL
Past

July 5, 2017 - July 5, 2017

TEAK TREE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 149474
Northport, AL
Past

February 13, 2013 - June 22, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
TUSCALOOSA, AL
Past

February 13, 2013 - June 22, 2017

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
TUSCALOOSA, AL
Past

May 19, 2005 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
TUSCALOOSA, AL
Past

May 19, 2005 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
TUSCALOOSA, AL
Past

October 4, 2001 - May 19, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
TUSCALOOSA, AL
Past

August 3, 2001 - May 19, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 9, 1995 - August 7, 2001

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: 12/8/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/18/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


TT
TEAK TREE CAPITAL MANAGEMENT, LLC
ROGERS WEALTH MANAGEMENT, LLC | THERE ARE NO OTHER BUSINESSES | TEAK TREE CAPITAL MANAGEMENT, LLC

CRD#: 149474 / SEC#: 801-69936

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Contact information


Main Address
5600 Clearfork Main Street Suite 450, Fort Worth, TX 76109
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV 2 TEAK TREE CAPITAL MANAGEMENT, LLC (4/2/2020)

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


TEAK TREE CAPITAL MANAGEMENT, LLC

CRD#: 149474

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