Eric Haakon Strand

Current Employers

Employment History

• 07/1997 → Present
  American Research & Management Company
  Marion, MA
• 10/2022 → Present
  Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
  Marion, MA

Previous Registrations

• 2012-10-24 → 2022-10-19
  American Research & Management Company
  Marion, MA
  Marion, MA
  Marion, MA

Other Businesses

(1.) NAME OF OBA: A. D. MAKEPEASE; ADDRESS OF OBA: WAREHAM, MA 02571; NATURE: AGRICULTURAL DEVELOPMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE-CHAIRMAN OF BOARD; DUTIES: BOARD MEMBER, COMPENSATION & AUDIT COMMITTEE, CAPITAL COMMITTEE; START DATE: 01/01/2013; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4; (2.) NAME OF OBA: COMMUNITY NURSE HOME CARE; ADDRESS OF OBA: FAIRHAVEN, MA 2719; NATURE: HOME CARE SERVICES; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: TREASURER; START DATE: 2003; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (3.) NAME OF OBA: SYNDIC8; ADDRESS OF OBA: BOSTON, MA 02116; NATURE: SAAS COMPANY FOCUSED ON ACCELERATING SUCCESSFUL E-COMMERCE; INVESTMENT RELATED: NO; TITLE WITH OBA: ADVISORY BOARD MEMBER; DUTIES: PROVIDES ADVICE AS NEEDED IN REGARDS TO OPERATIONAL ISSUES; START DATE: 2019; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (4.) NAME OF OBA: TABOR ACADEMY; ADDRESS OF OBA: MARION, MA 02738; NATURE: PRIVATE COED HIGH SCHOOL; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: CHAIR OF INVESTMENT COMMITTEE; START DATE: 2021; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (5.) NAME OF OBA: VAN SLOUN FOUNDATION; ADDRESS OF OBA: MARION, MA 02738; NATURE: NONPROFIT SUPPORTS EDUCATION, HEALTH, COMMUNITY DEVELOPMENT AND ENVIRONMENTAL CAUSES; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: TRUSTEE; DUTIES: PARTICIPATE IN BOARD MEETINGS; START DATE: 2013; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (6.) NAME OF OBA: FAMILY BUSINESS HOLDING COMPANY; ADDRESS OF OBA: MARION, MA 02738; NATURE: HOLDING COMPANY; INVESTMENT RELATED: NO; TITLE WITH OBA: PART OWNER; DUTIES: ADMINISTRATIVE DUTIES; START DATE: 10/01/2022; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-29
• S63 Uniform Securities Agent State Law Examination
  1998-01-05