Best Investors
Account
Sign in
Best Investors
Account
Sign in
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-04-06 |
| AZ | RA | APPROVED | 2021-03-18 |
| TX | RA | APPROVED_RES | 2021-03-03 |
| CA | RA | APPROVED | 2021-03-01 |
Branch Locations
2211 Michelson Drive Suite 470, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Burnham Gibson Wealth Advisors, Inc. | Irvine | CA | 12/2015 | 12/2020 |
| Axa Advisors, Llc | New York | NY | 02/2000 | 09/2016 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | 04/2026 |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 01/2021 | 03/2022 |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 03/2022 | 10/2024 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 01/2025 | Present |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | 01/2025 |
| Lasalle St. Securites, Llc | Elmhurst | IL | 04/2026 | 08/2026 |
| The Baldwin Group | Irvine | CA | 01/2021 | Present |
| Simplicity Investments | Summit | NJ | 08/2026 | Present |
1.) THE BALDWIN GROUP WEALTH ADVISORS - 1/1/16 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - IAR/Managing Director, Advisory services & managing the West coast office for Baldwin, Invt Rel, RA business, 120 hrs/mo; 120 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP - 1/1/21 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - Employee, Receive commissions for insurance referrals internally & manage West coast office for RIA, Invt Rel, Ins bus, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) MAISON GIBSON HOLDINGS LLC - 1/16/24 - 30492 La Vue, Laguna Niguel, CA 92677 - Managing Partner, Real estate administration, Not Invt Rel, Real estate holding company, 1 hr/mo; 1 hr/mo (during trading hours). 4.) INDEPENDENT INSURANCE AGENT - 9/1/99 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - Independent Agent, Placing insurance, Not Invt Rel, Fixed insurance, P&C & employee benefits business, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-13 |
Reach out to this advisor