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RIA / WealthAdvisorCertified Financial Planner16 years in industry

ANDREW CHRISTOPHER BAKER

Advisor at SUMMIT WEALTH PARTNERS, LLC

Naples, FL | ORLANDO, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 12
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 1, 2010
First registration: Mar 9, 2010
Dual registered: no
Other names: ANDREW BAKER
IAPD individual key: 5753450

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT WEALTH PARTNERS, LLC	Independent wealth	Feb 13, 2024	n/a	yes	Naples, FL\|ORLANDO, FL	Current employment
PELICAN WEALTH ADVISORS, LLC	State registered	Dec 6, 2017	Nov 1, 2018	no	BONITA SPRINGS, FL	Previous registration
PELICAN WEALTH ADVISORS, LLC	State registered	Oct 19, 2015	Dec 23, 2015	no	BONITA SPRINGS, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 16, 2013	Aug 5, 2015	no	FORT MYERS, FL	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Feb 28, 2013	Aug 5, 2013	no	BONITA SPRINGS, FL\|SARASOTA, FL	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 9, 2010	Feb 22, 2013	no	BONITA SPRINGS, FL\|BONITA SPRINGS, FL\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PELICAN WEALTH ADVISORS, LLC	SUMMIT WEALTH PARTNERS, LLC	Nov 1, 2018	Feb 13, 2024	1,930	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	PELICAN WEALTH ADVISORS, LLC	Aug 5, 2015	Oct 19, 2015	75	Firm change	Other
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	SECURIAN FINANCIAL SERVICES, INC.	Aug 5, 2013	Aug 16, 2013	11	Firm change	Other
MML INVESTORS SERVICES, LLC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Feb 22, 2013	Feb 28, 2013	6	Firm change	Other

Relationships

Registered with (5)

→ SUMMIT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Feb 13, 2024 to presentfactForm ADV
→ PELICAN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 6, 2017 to Nov 1, 2018factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 16, 2013 to Aug 5, 2015factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Feb 28, 2013 to Aug 5, 2013factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 9, 2010 to Feb 22, 2013factForm ADV

Dated events

No dated event names this entity yet.