Joseph Thomas Alvarez

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-10-14

Branch Locations

6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Capital Group Investment Advisory Services, Llc	Bethesda	MD	12/2022	10/2024
Chick-Fil-A	Westminster	MD	02/2015	07/2019
University Of Maryland-College Park	College Park	MD	07/2019	12/2022
Washington Wealth Management	Washington	DC	01/2020	03/2020
Northwestern Mutual	Washington	DC	05/2021	11/2021
Burtons Grill & Bar	Riverdale Park	MD	06/2022	11/2023
The Baldwin Group Wealth Advisors, Llc	Tampa	FL	10/2024	Present

12/2022 → 10/2024

The Capital Group Investment Advisory Services, Llc

Bethesda, MD
02/2015 → 07/2019

Chick-Fil-A

Westminster, MD
07/2019 → 12/2022

University Of Maryland-College Park

College Park, MD
01/2020 → 03/2020

Washington Wealth Management

Washington, DC
05/2021 → 11/2021

Northwestern Mutual

Washington, DC
06/2022 → 11/2023

Burtons Grill & Bar

Riverdale Park, MD
10/2024 → Present

The Baldwin Group Wealth Advisors, Llc

Tampa, FL

2023-03-15 → 2024-10-05

The Capital Group Investment Advisory Services, Llc

Bethesda, MD

Insurance agent. Investment-related. Start date-5/1/21 for VA & DC and 4/21/21 for MD license, 0 hours during trading spent on this activity.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-15

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