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Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-03-12
  • CA RA
    APPROVED
    Since 2021-03-12

Branch Locations

2211 Michelson Drive Suite 470, Irvine, CA 92612 • United States

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • 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
Adp Broker-Dealer Inc. Buena Park CA 06/2016 11/2017
Adp Llc Buena Park CA 06/2016 11/2017
Axa Advisors, Llc New York NY 11/2017 06/2020
Burnham Gibson Wealth Advisors Irvine CA 11/2017 03/2021
Equitable Advisors, Llc New York NY 11/2017 Present
Burnham Gibson Wealth Advisors, Llc Irvine CA 01/2021 10/2024
The Baldwin Group Wealth Advisors, Llc Tampa FL 10/2024 Present
  • 06/2016 → 11/2017
    Adp Broker-Dealer Inc.
    Buena Park, CA
  • 06/2016 → 11/2017
    Adp Llc
    Buena Park, CA
  • 11/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2017 → 03/2021
    Burnham Gibson Wealth Advisors
    Irvine, CA
  • 11/2017 → Present
    New York, NY
  • 01/2021 → 10/2024
    Burnham Gibson Wealth Advisors, Llc
    Irvine, CA
  • 10/2024 → Present
    Tampa, FL
Previous Registrations
  • 2018-02-01 → 2021-03-12
    Burnham Gibson Wealth Advisors, Inc.
    Irvine, CA
  • 2018-01-23 → 2019-10-03
    Irvine, CA
Other Businesses

1. The Baldwin Group Wealth Advisors, LLC (Investment Related - Retirement Consultant-Investment Adviser Representative 2050 Main Street, Suite 510, Irvine, CA 92614 One hundred sixty (plus) hours per month - One hundred twenty hours during securities trading hours (Employee of parent company The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group]. 2. Equitable Advisors, LLC Investment related-Registered Representative New York, New York Twenty hours during securities trading hours 3. Trustee for personal trust Non-Investment Related Five hours per month 4. The Call Collective. Non-Investment related Rancho Mission Viejo, CA, non-active partner (50%) Interior Design Consultation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-19
S63 Uniform Securities Agent State Law Examination 2007-03-10
  • S65 Uniform Investment Adviser Law Examination
    2018-01-19
  • S63 Uniform Securities Agent State Law Examination
    2007-03-10
Other Names
  • Ryan C. Call
  • Ryan C Call
  • Ryan Christopher Call

View on SEC IAPD

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