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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2012 | 06/2020 |
| Burnham Gibson Wealth Advisors | Irvine | CA | 01/2019 | 03/2021 |
| Equitable Advisors, Llc | New York | NY | 01/2012 | 04/2026 |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 01/2021 | 10/2024 |
| The Baldwin Group Wealth Advisors | Tampa | FL | 10/2024 | Present |
| The Baldwin Group | Irvine | CA | 01/2019 | Present |
| Simplicity Investments | Summit | NJ | 08/2026 | Present |
1.) THE BALDWIN GROUP - 1/1/2019 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - Financial Advisor - Partner, Financial advisor for individual & corp, Invt Rel, Financial advisor, 160 hrs/mo; 0 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 3/1/26 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - IAR, Consulting for retirement/wealth management clients, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-26 |
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