Paul J Cook

Current Employers

Employment History

• 06/2011 → 04/2020
  Brinker Capital
  Berwyn, PA
• 06/2020 → 07/2022
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 04/2020 → 07/2022
  Kades Margolis
  Wayne, PA
• 07/2022 → 10/2024
  The Capital Group Investment Advisory Services, Llc
  Bethesda, MD
• 10/2022 → 03/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → Present
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL

Previous Registrations

• 2022-08-05 → 2024-10-05
  The Capital Group Investment Advisory Services, Llc
  Bethesda, MD
  Collegeville, PA
• 2020-06-05 → 2022-08-02
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Wayne, PA
  Palm Beach Gardens, FL
• 2011-07-05 → 2020-04-24
  Brinker Capital Inc
  Berwyn, PA
• 2009-11-03 → 2011-06-30
  Usi Advisors
  Plymouth Meeting, PA
• 2007-03-19 → 2009-06-09
  Stancorp Investment Advisers, Inc.
  Wayne, PA
• 2005-07-19 → 2005-10-04
  Valley Forge Asset Management, Llc
  Exton, PA
• 2004-04-07 → 2005-01-24
  Patriot Advisors, Inc.
  Exton, PA

Other Businesses

1- The Baldwin Group Wealth Advisory- Advisor, Retirement Plans- fixed insurance solutions for business owners and individuals 2- The Baldwin Group Wealth Advisors, LLC- Advisor, Retirement Plans- Retirement Plan business 3- The Baldwin Group- Advisor, Retirement Plans- Retirement Plan Business

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-30
• S65 Uniform Investment Adviser Law Examination
  2003-10-29

Other Names

• Pj Cook
• Paul J Cook
• Paul Jeremiah Cook