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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 | 2025-06-11 |
Branch Locations
2050 Main Street Suite 510, Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 04/2024 | 05/2025 |
| Altia Central | Nagoya, Alchi | 03/2022 | 03/2024 | |
| Retirement Plan Advisory Group (Rpag) | Aliso Viejo | CA | 01/2016 | 02/2022 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 06/2025 | Present |
The Baldwin Group-Insurance Brokerage Non-Investment related California Independent Insurance Agent 08/2025 Approx. 10 hours monthly during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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