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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-09 |
Branch Locations
5151 San Felipe Street Suite 2400, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Benefitscorp Equities, Inc. | Houston | TX | 02/1993 | 10/2021 |
| Bks-Retirement Services Dba Ingroup Financial | Houston | TX | 10/2021 | 01/2022 |
| Bks Retirement Services Dba Insgroup Financial | Houston | TX | 01/2022 | 10/2024 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
(1) RAY & PATRICIA WILKINS PROPERTIES LLC. Non-investment related Family owned timber property Timber production Partner No business responsibilities (2) THE BALDWIN GROUP 5151 San Felipe St #2400, Houston, TX 77056 non-investment related Insurance Broker Retirement Consultant-Insurance agent Start date: 05/2021 Twenty five hours a week devoted to responsibilities during trading hours Provide employee benefit options, programs and educational support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-22 |
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