Best Investors Account Sign in
Current Employers
The Baldwin Group Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-19
CA RA APPROVED 2021-03-12
  • TX RA
    APPROVED_RES
    Since 2023-04-19
  • CA RA
    APPROVED
    Since 2021-03-12

Branch Locations

2211 Michelson Drive 470, Irivine, 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
Axa Advisors, Llc New York NY 08/2008 06/2020
Burnham Gibson Wealth Advisors Irvine CA 12/2015 03/2021
Equitable Advisors, Llc New York NY 08/2008 04/2026
Burnham Gibson Wealth Advisors, Llc Irvine CA 01/2021 10/2024
The Baldwin Group Wealth Advisors Tampa FL 10/2024 Present
La Salle St. Securities Elmhurst IL 04/2026 08/2026
The Baldwin Group Irvine CA 01/2026 Present
Simplicity Investments Summit NJ 08/2026 Present
  • 08/2008 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 12/2015 → 03/2021
    Burnham Gibson Wealth Advisors
    Irvine, CA
  • 08/2008 → 04/2026
    New York, NY
  • 01/2021 → 10/2024
    Burnham Gibson Wealth Advisors, Llc
    Irvine, CA
  • 10/2024 → Present
    The Baldwin Group Wealth Advisors
    Tampa, FL
  • 04/2026 → 08/2026
    La Salle St. Securities
    Elmhurst, IL
  • 01/2026 → Present
    The Baldwin Group
    Irvine, CA
  • 08/2026 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
  • 2015-12-21 → 2021-03-12
    Burnham Gibson Wealth Advisors, Inc.
    Irvine, CA
  • 2009-09-16 → 2016-09-16
    Irvine, CA
    Irvine, CA
Other Businesses

1.) THE BALDWIN GROUP WEALTH ADVISORS - 1/1/21 - 4211 W Boy Scout Blvd, Suite 800, Tampa, FL 33607 - IAR, Employee, Invt Rel, RA business, 160 hrs/mo;160 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP - 1/1/26 - 2211 Michelson Drive, Irvine, CA 92612 - Sales, Speak with customers, Not Invt Rel, Sales business, 1 hr/mo; 1 hr/mo (during trading hours). 3.) OUTTER DOCK PROPERTIES - 8/14/26 - 2211 Michelson Drive, Irvine, CA 92612 - Owner, Manage, Not Invt Rel, Real estate rentals, 1 hr/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-11
S63 Uniform Securities Agent State Law Examination 2008-07-21
  • S66 Uniform Combined State Law Examination
    2009-09-11
  • S63 Uniform Securities Agent State Law Examination
    2008-07-21
Other Names
  • Taylor R Boyd

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irivine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor