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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-07-31 |
| NY | RA | APPROVED | 2025-07-30 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
810 Seventh Avenue Suite 615, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) | Marion | MA | 07/2020 | 07/2025 |
| Fiduciary Trust Company International | New York | NY | 02/2015 | 07/2020 |
| Robertson Stephens | San Francisco | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
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