DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Timmy Lee Baker

Wealthcare Advisory Partners LLCBD affiliatedJupiter, Fl IA-onlyIAPD 1256333

Feed of 09/14/2026

Also filed as Timmy Lee Baker

At current firm

2 y

since Jun 4, 2024

In the industry

42 y

since Apr 23, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealthcare Advisory Partners LLC BD affiliated current
since Jun 4, 2024 · Jupiter, Fl
Index Fund Advisors, Inc. independent RIA
Mar 6, 2024 to Mar 26, 2024 · Jupiter, Fl
Timonier independent RIA
Jul 13, 2009 to Mar 2, 2023 · Winston Salem, Nc
Wfg Advisors, LP former
May 29, 2009 to Jun 5, 2009 · Winston Salem, Nc
Nfp Advisor Services, LLC former
Sep 10, 2004 to Jul 6, 2009 · Winston-Salem, Nc
Baker Capital Advisors, Ltd. unclassified
Apr 30, 2002 to Dec 2, 2004 · High Point, Nc

Moves

a registration end followed by a registration begin elsewhere

Index Fund Advisors, Inc. to Wealthcare Advisory Partners LLC
left Mar 26, 2024, registered Jun 4, 2024 (70 days) · RIA to RIA
Timonier to Index Fund Advisors, Inc.
left Mar 2, 2023, registered Mar 6, 2024 (370 days) · RIA to RIA
Nfp Advisor Services, LLC to Wfg Advisors, LP
left Jul 6, 2009, registered May 29, 2009 (-38 days) · Other
Wfg Advisors, LP to Timonier
left Jun 5, 2009, registered Jul 13, 2009 (38 days) · Other
Baker Capital Advisors, Ltd. to Nfp Advisor Services, LLC
left Dec 2, 2004, registered Sep 10, 2004 (-83 days) · Other

Signals

Timmy Lee Baker left Index Fund Advisors, Inc. for Wealthcare Advisory Partners Llc (registered 2024-06-04)
Mar 26, 2024 · Advisor changed firm · fact
Timmy Lee Baker left Timonier for Index Fund Advisors, Inc. (registered 2024-03-06)
Mar 2, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address