Best Investors
Account
Sign in
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-19 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-21 |
Reach out to this advisor