John Angelo Baldi

Current Employers

Employment History

• 02/2013 → 04/2021
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 05/2021 → 08/2024
  Lpl Financial Llc
  Hauppauge, NY
• 08/2024 → Present
  Cambridge Invesment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Invesment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-05-26 → 2024-08-07
  Lpl Financial Llc
  Hauppauge, NY
  Hauppauge, NY
  San Diego, CA
• 2013-02-20 → 2021-06-14
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) JOHN A BALDI CPA, 200 MOTOR PARKWAY SUITE A5 HAUPPAUGE NY, 08/2024, OWNER, TAX PREP, NIR, 5 HR/MO 2 HR/MO TRADING 2) DDD LOCUST - DGC PROPERTIES, ST JAMES NY, OWNER, REAL ESTATE, NIR, 4 HR/MO 0 HR/MO TRADING 3) JOHN BALDI MBA PFS CPA, 200 MOTOR PARKWAY SUITE A5 HAUPPAUGE NY, 07/2024, IAR, STRUCTURED SETTLEMENTS, INV REL, 1 HR/MO 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2025, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 5) TOTAL WEALTH PLANNING, 140 Adams Ave, Suite A8, Hauppauge NY 11788, United States, 09/02/2024, IAR, DBA Name, INV REL, 30 HR/MO 30 HR/MO TRADING 6) LIFE INSURANCE SALES AND MAINTENANCE, 200 Motor Parkway, Suite A5, Hauppauge NY 11788, United States, 09/01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 0 HR/MO TRADING 7) ST PATRICKS SMITHTOWN NY, 284 E Main St, Smithtown NY 11787, United States, 10/01/2025, Board Trustee, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING 8) JOHN BALDI, 200 Motor Parkway, Suite A5, Hauppauge NY 11788, United States, 11/03/2025, Agent, Administrative, NIR, 1 HR/MO - 0 HR/MO TRADING 9) HAUPPAUGE OFFICE CONDO, 45 Mall Drive, Suite 5, Commack NY 11725, United States, 01/01/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-11-22

Designations