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Kimberly Marie Swift

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
MA RA APPROVED 2026-04-23
TX RA APPROVED 2026-04-10
  • MA RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED
    Since 2026-04-10

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 Marion MA 09/2025 Present
Mercer Boston MA 08/2016 08/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-10
S63 Uniform Securities Agent State Law Examination 1995-10-11
  • S65 Uniform Investment Adviser Law Examination
    2026-04-10
  • S63 Uniform Securities Agent State Law Examination
    1995-10-11
Other Names
  • Kim Harrington
  • Kimberly Marie Harrington

View on SEC IAPD

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EDWARD JONES · MARION, MA
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CETERA INVESTMENT ADVISERS LLC · Marion, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MARION, MA
SAGE WEALTH ADVISORS LLC · MARION, MA
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TD PRIVATE CLIENT WEALTH LLC · Wareham, MA
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