Best Investors Account Sign in
Inactive

Joshua John Baldwin

Betterment

New York, NY

Claim This Profile
Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-22
NC RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-22
  • NY RA
    APPROVED
    Since 2025-08-22
  • NC RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22

Branch Locations

450 West 33Rd Street Floor 11, New York, NY 10001 • 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
Betterment New York NY 01/2023 Present
Lowes Hardware Fort Wayne IN 08/2022 12/2022
Whole Foods Market Raleigh NC 10/2008 04/2022
Unemployed Fort Wayne IN 04/2022 08/2022
  • 01/2023 → Present
    Betterment
    New York, NY
  • 08/2022 → 12/2022
    Lowes Hardware
    Fort Wayne, IN
  • 10/2008 → 04/2022
    Whole Foods Market
    Raleigh, NC
  • 04/2022 → 08/2022
    Unemployed
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-22
Other Names
  • Joshua John Earl Harding Baldwin

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor