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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
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 |
|---|---|---|---|---|
| University Of North Florida | Jacksonville | FL | 05/2011 | 04/2018 |
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 01/2015 | 03/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 11/2018 |
| Pnc Bank | Jacksonville | FL | 04/2018 | 11/2018 |
| Charles Schwab & Co., Inc. | Washington | DC | 03/2019 | 04/2022 |
| Charles Schwab Bank | Washington | DC | 03/2019 | 04/2022 |
| Unemployed | Houston | TX | 11/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2022 | 04/2024 |
| Bank Of America, N.A | Washington | DC | 06/2022 | 04/2024 |
| The Capital Group Investment Advisory Services | Bethesda | MD | 09/2024 | 10/2024 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
| Unemployed | Arlington | VA | 04/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-22 |
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