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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 | 2023-06-02 |
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 | 08/2015 | 04/2020 |
| Wells Fargo Clearing Services, Llc | Costa Mesa | CA | 04/2020 | 05/2023 |
| Wells Fargo Bank, Na | Costa Mesa | CA | 04/2020 | 05/2023 |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 05/2023 | 10/2024 |
| The Baldwin Group Wealth Advisors,Llc | Tampa | FL | 10/2024 | Present |
1. Independent Insurance Agent Non-investment related Ten hours monthly during securities trading Offer insurance products to consumers and clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
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