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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-12 |
Branch Locations
2211 Michelson Drive Suite 470, Irvne, CA 92612 • United States
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthwise | Irvine | CA | 01/2016 | 04/2018 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 06/2020 |
| Burnham Gibson Wealth Advisors | Irvine | CA | 05/2018 | 03/2021 |
| Equitable Advisors, Llc | New York | NY | 04/2018 | 04/2026 |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 01/2021 | 10/2024 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
1- Registered Investment Advisor, The Baldwin Group Wealth Advisors, LLC. 2- The Baldwin Group Wealth Advisors, LLC; DBA; Registered Rep
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-01 |
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