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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Nfp Securities, Inc. | Miami | FL | 10/2007 | 08/2019 |
| Lockton Companies Llc | Miramar | FL | 08/2019 | 12/2021 |
| Lockton Financial Advisors, Llc | Miramar | FL | 08/2019 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | 06/2023 |
| The Capital Group Investment Advisory Services, Llc | Bethesda | MD | 01/2024 | 10/2024 |
| Self Employed | Boca Raton | FL | 07/2023 | 12/2023 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
1- The Baldwin Group Wealth Advisors/The Baldwin Group; DBA; Senior Partner; Wealth advisory and retirement plan consulting, fixed insurance and group benefits 2- Investment Advisory Business; Wealth Advisory for clients; retirement plan consulting and wealth advisory business under The Baldwin Group Wealth Advisors 3- The Baldwin Group; Senior Partner; this is the insurance arm of Baldwin Securities that I sell insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-14 |
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