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204 Spring Street, Marion, MA 02738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-21 |
| TX | RA | APPROVED | 2023-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Research & Management | Marion | MA | 08/2005 | 10/2022 |
| Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) | Marion | MA | 10/2022 | Present |
NAME OF OBA: MARION ART CENTER; ADDRESS OF OBA: MARION, MA; NATURE: NON-PROFIT; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: BOARD MEMBER AND TREASURER; DUTIES: PARTICIPATE IN BOARD MEETINGS AND FINANCE COMMITTEE; START DATE: 11/01/2020; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-22 |
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