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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-02 |
| PA | RA | APPROVED | 2025-07-02 |
Branch Locations
6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 06/2007 | 08/2017 |
| Mistral | King Of Prussia | PA | 05/2018 | 01/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2019 | 02/2024 |
| The Capital Group | Bethesda | MD | 02/2019 | 10/2024 |
| Unemployed | Glenmoore | PA | 09/2017 | 05/2018 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
1) NCAA Baseball Umpire; not investment related; 223 Kathleen Way, Glenmoore PA, 19343; Baseball Umpire; owner; 1995; 20 hours/month; 0 trading/month; Umpire NCAA Baseball. Occasionally get yelled at, sometimes eject coaches 2) The Baldwin Group Wealth Advisors/The Baldwin Group- DBA- Wealth Advisory and Retirement Plan Consulting, Fixed Insurance, Group Benefits and Commercial Insurance 3) The Baldwin Group Wealth Advisors- service retirement plans as Fiduciary Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-02 |
| S66 | Uniform Combined State Law Examination | 2008-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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