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Peter Roberts Baldwin

Tolleson Private Wealth Management

Dallas, TX

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Current Employers
Tolleson Private Wealth Management

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-20
  • TX RA
    APPROVED
    Since 2020-07-20

Branch Locations

5500 Preston Road Suite 250, Dallas, TX 75205 • 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
Tolleson Private Wealth Managment Dallas TX 06/2009 Present
  • 06/2009 → Present
    Tolleson Private Wealth Managment
    Dallas, TX
Other Businesses

Dallas Pets Alive; 11700 Preston Road, Suite 600 #263 Dallas, Texas 75230; Duties include: Board Member for non-profit organization for companion animals. No financial or investment related responsibilities, no check-signing authority. Regular meeting attendance to provide general oversight of the organization; 1-5 hours per month dedicated to the OBA, none of which are during business hours; no compensation received.

Designations

View on SEC IAPD

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