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Current Employers
The Baldwin Group Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-06
  • CA RA
    APPROVED
    Since 2022-05-06

Branch Locations

2211 Michelson Drive Suie 470, Irvine, CA 92612 • United States

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of California Irvine Irvine CA 09/2012 06/2017
Unemployed Irvine CA 06/2017 08/2017
Ally Financial Costa Mesa CA 08/2017 07/2018
Unemployed Irvine CA 07/2018 09/2018
Moulton Niguel Water District Laguna Hills CA 09/2018 12/2019
Jp Morgan Chase Tustin CA 12/2019 04/2022
Equitable Advisors Llc New York NY 04/2022 Present
Burnham Gibson Wealth Advisors, Llc Irvine CA 04/2022 10/2024
The Baldwin Group Wealht Advisors, Llc Tampa FL 10/2024 Present
  • 09/2012 → 06/2017
    University Of California Irvine
    Irvine, CA
  • 06/2017 → 08/2017
    Unemployed
    Irvine, CA
  • 08/2017 → 07/2018
    Ally Financial
    Costa Mesa, CA
  • 07/2018 → 09/2018
    Unemployed
    Irvine, CA
  • 09/2018 → 12/2019
    Moulton Niguel Water District
    Laguna Hills, CA
  • 12/2019 → 04/2022
    Jp Morgan Chase
    Tustin, CA
  • 04/2022 → Present
    New York, NY
  • 04/2022 → 10/2024
    Burnham Gibson Wealth Advisors, Llc
    Irvine, CA
  • 10/2024 → Present
    The Baldwin Group Wealht Advisors, Llc
    Tampa, FL
Previous Registrations
Other Businesses

1.The Baldwin Group Wealth Advisors, LLC Investment related-Registered Investment Adviser 2050 Main Street, Suite 510 Irvine, CA 92614 One hundred sixty (plus) hours monthly - One hundred twenty hours monthly during securities trading hours 2. Employee of parent company The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group], 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607. Start Date: Jan 2021). 3.Equitable Advisors, LLC Investment related-Registered Representative New York, New York Twenty hours monthly during securities trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
  • S66 Uniform Combined State Law Examination
    2020-05-29

View on SEC IAPD

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