Best Investors
Account
Sign in
Best Investors
Account
Sign in
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-09 |
Branch Locations
6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | 03/2024 |
| The Capital Group Investment Advisory Services Llc | Bethesda | MD | 04/2016 | 08/2022 |
| The Capital Group Investment Advisory Services, Llc | Bethesda | MD | 01/2022 | 10/2024 |
| The Capital Group Investment Advisory Services, Llc | Bethesda | MD | 08/2022 | 10/2024 |
| The Baldwin Group Wealth Advisors | Tampa | FL | 10/2024 | Present |
| The Baldwin Group | Bethesda | MD | 10/2024 | Present |
| Simplicity Investments | Summit | NJ | 08/2026 | Present |
1.) THE BALDWIN GROUP WEALTH ADVISORS - 10/6/24 - 6720B Rockledge Drive, Suite 400, Bethesda, MD 20817 - Director, Investment Research, Planning & investment advice to families & businesses, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP - 10/6/24 - 6720B Rockledge Drive, Suite 400, Bethesda, MD 20817 - Director, Investment Research, Wealth advisory & retirement plan consulting, fixed ins, group benefits & commercial insurance, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-15 |
Reach out to this advisor