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Craig R. Dumas

Baldwin Wealth Partners, LLC

Marion, MA

Glendale, RI

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Current Employers
Baldwin Wealth Partners, Llc

204 Spring Street, Marion, MA 02738 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-09
RI RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • MA RA
    APPROVED
    Since 2024-07-09
  • RI RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

204 Spring Street, Marion, MA 02738 • United States

Glendale, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Klr Investment Advisors, Llc Providence RI 02/2006 07/2024
Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) Marion MA 07/2024 Present
  • 02/2006 → 07/2024
    Klr Investment Advisors, Llc
    Providence, RI
  • 07/2024 → Present
    Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
    Marion, MA
Previous Registrations
  • 2006-11-28 → 2024-07-02
    Klr Investment Advisors, Llc
    Providence, RI
  • 2006-05-17 → 2009-10-28
    Cetera Advisors Llc
    Westborough, MA
    Providence, RI
  • 2005-04-06 → 2006-02-15
    Citizens Securities, Inc.
    Smithfield, RI
  • 2002-01-02 → 2005-03-15
    Securian Financial Services, Inc.
    Warwick, RI
Other Businesses

NAME OF OBA: KLR INSURANCE ADVISORS; ADDRESS OF OBA: PROVIDENCE, RI 02904; NATURE: FIXED LIFE, ANNUITY, & LTC INSURANCE; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: INSURANCE AGENT; DUTIES: SALE OF FIXED LIFE, ANNUITY & LTC INSURANCE; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 10

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-26
  • S66 Uniform Combined State Law Examination
    2001-05-26
Designations
Other Names
  • Craig R Dumas

View on SEC IAPD

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Other Offices

EDWARD JONES · MARION, MA
COTTAGE STREET ADVISORS · MARION, MA
CETERA INVESTMENT ADVISERS LLC · Marion, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MARION, MA
SAGE WEALTH ADVISORS LLC · MARION, MA
EDWARD JONES · MATTAPOISETT, MA
TD PRIVATE CLIENT WEALTH LLC · Wareham, MA
FIRST DUE FINANCIAL LLC · WAREHAM, MA

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