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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
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