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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-07-03 |
| MD | RA | APPROVED | 2024-10-14 |
| VA | RA | APPROVED | 2024-10-14 |
Branch Locations
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Group, Llc | Bethesda | MD | 06/1995 | 10/2024 |
| The Capital Group Investment Advisory Services, Llc | Bethesda | MD | 12/2013 | 10/2024 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 01/2014 | 02/2026 |
| The Baldwin Group | Bethesda | MD | 01/2024 | Present |
| The Baldwin Group Wealth Advisors | Tampa | FL | 10/2024 | Present |
| Lasalle Street Securities, Llc | Elmhurst | IL | 02/2026 | 08/2026 |
| Simplicity Investments | Summit | NJ | 08/2026 | Present |
1.) THE BALDWIN GROUP - 8/1/21 - 6720B Rockledge Drive, Suite 400, Bethesda, MD 20817 - President - Financial Services, Management, Not Invt Rel, Insurance agency business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 10/1/24 - 6720B Rockledge Drive, Suite 400, Bethesda, MD 20817 - President, Management, Invt Rel, RA business, 120 hrs/mo; 120 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-31 |
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