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Inactive

Nathan D. Stewart

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 2023-04-26
TX RA APPROVED 2023-04-26
  • MA RA
    APPROVED
    Since 2023-04-26
  • TX RA
    APPROVED
    Since 2023-04-26

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
American Research & Management Co. Marion MA 04/2010 10/2022
Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) Marion MA 10/2022 Present
  • 04/2010 → 10/2022
    American Research & Management Co.
    Marion, MA
  • 10/2022 → Present
    Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
    Marion, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2010-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2010-12-22

View on SEC IAPD

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