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Inactive

Peri Ann Aptaker

Baldwin Wealth Partners, LLC

Bradenton, FL

Jamestown, RI

Marion, MA

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Current Employers
Baldwin Wealth Partners, Llc

204 Spring Street, Marion, MA 02738 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-11
MA RA APPROVED 2024-07-09
RI RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • FL RA
    APPROVED
    Since 2024-07-11
  • MA RA
    APPROVED
    Since 2024-07-09
  • RI RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

Bradenton, FL • United States

Jamestown, RI • United States

204 Spring Street, Marion, MA 02738 • 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 04/2003 07/2024
Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) Marion MA 07/2024 Present
  • 04/2003 → 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
  • 2006-06-20 → 2024-07-02
    Klr Investment Advisors, Llc
    Providence, RI
  • 2008-09-17 → 2009-10-28
    Cetera Advisors Llc
    Providence, RI
    Westborough, MA
  • 2003-04-10 → 2004-12-31
    Klr Investment Advisors, Llc
    Providence, RI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-14
  • S63 Uniform Securities Agent State Law Examination
    2008-10-14
Designations
Other Names
  • Peri Ann Lejeune
  • Peri Ann Aptaker

View on SEC IAPD

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