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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Ah&T Insurance | Leesburg | VA | 11/2012 | 01/2025 |
| Kestra Investment Services, Llc | Leesburg | VA | 08/2014 | 01/2025 |
| Kestra Advisory Services, Llc | Leesburg | VA | 12/2024 | 01/2025 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 01/2025 | Present |
Client Relationship/Account Management Business Name: Independent Insurance Agent - Baldwin Group Investment Related: Yes Address: 20 South King St. Leesburg, VA 20175 Nature of Business: Insurance Position, Title or Relationship: Other, sales agent Start Date: 7/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Continue to hold fixed insurance licenses and receive ongoing trail commissions periodically from fixed products Business Name: Loudoun County Public Schools Investment Related: No Address: 43100 Hay Road Ashburn VA 20147 Nature of Business: Other Other/None of the Above Coaching activities Position, Title or Relationship: Co-curricular coaching position Start Date: 2/1/2008 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Coaching duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-03 |
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