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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 | 2024-10-15 |
| VA | RA | APPROVED | 2024-10-14 |
Branch Locations
6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • United States
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Group Investment Advisory Services, Llc | Bethesda | MD | 02/2016 | 10/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2016 | 02/2026 |
| The Baldwin Group | Bethesda | MD | 08/2021 | Present |
| The Baldwin Group Wealth Advisors | Bethesda | MD | 10/2024 | Present |
| Lasalle Street Securites, Llc | Elmhurst | IL | 03/2026 | 08/2026 |
| Simplicity Investments | Summit | NJ | 08/2026 | Present |
1.) THE BALDWIN GROUP - 8/1/21 - 6720B Rockledge Drive, Suite 400, Bethesda, MD 20817 - Senior Partner, Insurance Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 10/4/24 - 6720B Rockledge Drive, Suite 400, Bethesda, MD 20817 - Senior Partner, Sell 401k & personal wealth managed clients, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-08 |
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