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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-16 |
Branch Locations
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Renton, WA • United States
Renton, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Newport Beach | CA | 02/2015 | 02/2020 |
| Unemployed | Seattle | WA | 02/2020 | 06/2021 |
| Lpl Financial, Llc | Bellevue | WA | 06/2021 | 06/2022 |
| Unemployed | Seattle | WA | 06/2022 | 08/2022 |
| Kestra Investment Services, Llc | Seattle | WA | 08/2022 | 01/2025 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 01/2025 | Present |
1- The Baldwin Group Wealth Advisors; Retirement Consultant; RIA Firm; Retirement accounts, support general RIA functions for clients and future clients 2- The Baldwin Group; DBA; Retirement Advisor; Support of RIA work and general work to support business goals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
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