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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
FL RA APPROVED 2024-12-10
TX RA APPROVED 2024-10-09
  • FL RA
    APPROVED
    Since 2024-12-10
  • TX RA
    APPROVED
    Since 2024-10-09

Branch Locations

Dunedin, FL • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiduciary Partners Investment Consulting, Llc Clearwater FL 09/2007 10/2019
Fiduciary Partners Retirement Group, Inc. Clearwater FL 06/2006 10/2019
Fiduciary Partners Group, Llc Clearwater FL 10/1999 10/2019
Bks Financial Investments, Llc Dba Bks Retirement Services Tampa FL 10/2019 09/2021
Bks Financial Investments, Llc Dba Bks Retirement Services Tampa FL 10/2019 10/2024
The Baldwin Group Wealth Advisors, Llc Tampa FL 10/2024 Present
  • 09/2007 → 10/2019
    Fiduciary Partners Investment Consulting, Llc
    Clearwater, FL
  • 06/2006 → 10/2019
    Fiduciary Partners Retirement Group, Inc.
    Clearwater, FL
  • 10/1999 → 10/2019
    Fiduciary Partners Group, Llc
    Clearwater, FL
  • 10/2019 → 09/2021
    Bks Financial Investments, Llc Dba Bks Retirement Services
    Tampa, FL
  • 10/2019 → 10/2024
    Bks Financial Investments, Llc Dba Bks Retirement Services
    Tampa, FL
  • 10/2024 → Present
    Tampa, FL
Previous Registrations
  • 2019-10-16 → 2024-10-04
    Bks Retirement Services
    Tampa, FL
    Dunedin, FL
    Clearwater, FL
  • 2007-11-07 → 2019-10-18
    Fiduciary Partners Investment Consulting, Llc
    Ann Arbor, MI
    Clearwater, FL
    Clearwater, FL
  • 2007-09-18 → 2007-11-15
    Tampa, FL
Other Businesses

1)KENNETH JEWELL IS THE PRESIDENT OF JEWELL MUSIC ENTERPRISES (SINCE 03/2016). HE COLLECTS INCOME FROM HIS BAND; DUTIES INCLUDE BUSINESS DEVELOPMENT, MARKETING AND ENTERTAINMENT AND CONCERT PROMOTION; NON INVESTMENT RELATED. MR. JEWELL SPENDS APPROXIMATELY 10 HOURS PER WEEK; WEEKEND AND EVENINGS OF HIS TIME ASSOCIATED WITH THE ABOVE OUTSIDE BUSINESS ACTIVITIES. 2)KENNETH IS ALSO THE FOUNDER OF ROCKS THE CURE (SINCE 02/2015) A NON PROFIT ENTITY TO FUND RAISE FOR PEDIATRIC CANCER; DUTIES INCLUDE BUSINESS DEVELOPMENT, MARKETING FUNDRAISING AND CONCERT PROMOTIONS; NON INVESTMENT RELATED. MR. JEWELL SPENDS APPROXIMATELY 10 HOURS PER WEEK; WEEKEND AND EVENINGS OF HIS TIME ASSOCIATED WITH THE ABOVE OUTSIDE BUSINESS ACTIVITIES. 3) KENNETH SERVES AS PRESIDENT ON BEHALF OF THE TAMPA BAY CHARGERS SOCCER CLUB EXECUTIVE BOARD OF DIRECTORS. THE CLUB IS A NON PROFIT ORGANIZATION. NON INVESTMENT RELATED. MR. JEWELL SPENDS APPROXIMATELY 10 HOURS PER WEEK; WEEKEND AND EVENINGS OF HIS TIME ASSOCIATED WITH THE ABOVE OUTSIDE BUSINESS ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-15
  • S65 Uniform Investment Adviser Law Examination
    2007-09-15

View on SEC IAPD

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