Best Investors Account Sign in
Inactive

Mason Reza Ghodsi

The Baldwin Group Wealth Advisors, LLC

Bethesda, MD

Tampa, FL

Claim This Profile
Current Employers
The Baldwin Group Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-02
  • MD RA
    APPROVED
    Since 2025-08-02

Branch Locations

6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • 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
The Baldwin Group Wealth Advisors Llc Tampa FL 06/2025 Present
Paycom Arlington VA 09/2024 04/2025
Medix Arlington VA 10/2022 09/2024
Lgcy Power Fort Worth TX 05/2022 10/2022
Gao Tek Harrisonburg VA 05/2021 09/2021
Jay Vending Company Burke VA 06/2015 08/2019
James Madison University Harrisonburg VA 08/2018 05/2022
  • 06/2025 → Present
    The Baldwin Group Wealth Advisors Llc
    Tampa, FL
  • 09/2024 → 04/2025
    Paycom
    Arlington, VA
  • 10/2022 → 09/2024
    Medix
    Arlington, VA
  • 05/2022 → 10/2022
    Lgcy Power
    Fort Worth, TX
  • 05/2021 → 09/2021
    Gao Tek
    Harrisonburg, VA
  • 06/2015 → 08/2019
    Jay Vending Company
    Burke, VA
  • 08/2018 → 05/2022
    James Madison University
    Harrisonburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

View on SEC IAPD

Other Firms

LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC
GLASSY MOUNTAIN ADVISORS, INC.
NOORDZEE CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIGHTOWER ADVISORS, LLC
GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY
Brian Hawthorne-Codato
William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor