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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-12 |
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 |
|---|---|---|---|---|
| Centennial | Costa Mesa | CA | 01/2013 | 12/2017 |
| Kestra Investment Services | Newport Beach | CA | 01/2015 | 12/2017 |
| Burnham Gibson Wealth Advisors | Irvine | CA | 08/2018 | 03/2021 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 06/2020 |
| Unemployed | Trabuco Canyon | CA | 12/2017 | 08/2018 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | Present |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 01/2021 | 10/2024 |
| Th Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
1.The Baldwin Group Wealth Advisors, LLC Investment related-Registered Investment Adviser 2050 Main Street, Suite 510 Irvine, CA 92614 One hundred sixty (plus) hours monthly-One hundred twenty hours monthly during securities trading hours. Employee of parent company The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group], 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607. Start date: Jan 2021 2.Equitable Advisors, LLC Investment related-Registered Representative New York, New York Twenty hours monthly during securities trading. 3. Real estate investment rental property owner. 4.POA For Immediate family member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-23 |
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