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William Harvey Marvel

Baldwin Wealth Partners, LLC

Marion, MA

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Current Employers
Baldwin Wealth Partners, Llc

204 Spring Street, Marion, MA 02738 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-11
MA RA APPROVED 2013-08-27
  • TX RA
    APPROVED_RES
    Since 2020-05-11
  • MA RA
    APPROVED
    Since 2013-08-27

Branch Locations

204 Spring Street, Marion, MA 02738 • 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
Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) Marion MA 09/2008 Present
  • 09/2008 → Present
    Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
    Marion, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-18
S65 Uniform Investment Adviser Law Examination 2001-11-13
  • S63 Uniform Securities Agent State Law Examination
    2003-04-18
  • S65 Uniform Investment Adviser Law Examination
    2001-11-13
Other Names
  • Bill Marvel

View on SEC IAPD

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