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ANDREW EARLE BAXLEY
ANDREW BAXLEY
CRD#: 6577215
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Investment Adviser
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Previous Broker
TWO TRAILS FINANCIAL PLANNINGCRD#: 332553 CHICAGO, IL
Registration History
201520162017201820192020202120222023202420252026IATWO TRAILS FINANCIAL PLANNING (CRD# 332553)2024 - Present (<1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2017 - 2020 (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2017 (1 year)IATHE PLANNING CENTER, INC. (CRD# 118994)2020 - 2024 (3 years)IAADVICE AND PLANNING SERVICES (CRD# 20472)2019 - 2020 (1 year)IAADVICE AND PLANNING SERVICES (CRD# 20472)2017 - 2019 (1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2016 - 2017 (1 year)
License(s)

State Registrations

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Illinois 10/8/2024

Current Registration(s)
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TWO TRAILS FINANCIAL PLANNING (CRD#:332553)
CHICAGO, IL
Registered with this firm since 10/8/2024

Previous Registration(s)
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11/20/2020 - 10/18/2024 THE PLANNING CENTER, INC. (CRD#:118994) CHICAGO, IL
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07/19/2019 - 11/13/2020 ADVICE AND PLANNING SERVICES (CRD#:20472) CHICAGO, IL
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10/24/2017 - 11/13/2020 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) CHICAGO, IL
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10/24/2017 - 06/03/2019 ADVICE AND PLANNING SERVICES (CRD#:20472) CHICAGO, IL
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03/11/2016 - 10/11/2017 STRATEGIC ADVISERS, INC. (CRD#:104555) GREENWOOD VILLAGE, CO
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12/07/2015 - 10/09/2017 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) GREENWOOD VILLAGE, CO
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Broker
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Investment Adviser
Disclosures
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