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204 Spring Street, Marion, MA 02738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
| KY | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
333 East Main Street Suite 401, Louisville, KY 40202 • United States
204 Spring Street, Marion, MA 02738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spiritless, Inc. | Austin | TX | 11/2021 | 03/2026 |
| Apellis, Inc. | Waltham | MA | 01/2016 | 11/2021 |
| Baldwin Wealth Partners, Llc | Marion | MA | 04/2026 | Present |
(1.) NAME OF OBA: SPIRITLESS, INC.; ADDRESS OF OBA: LOUISVILLE, KY 40204; NATURE: ACCOUNTING SERVICES; INVESTMENT RELATED: NO; TITLE WITH OBA: ACCOUNTANT; DUTIES: ACCOUNTING SERVICES; START DATE: 03/21/2026; APPROX. NUMBER OF HOURS/MONTH: 10-40; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: KATHERINE KUNTZ ACCOUNTING SERVICES; ADDRESS OF OBA: LOUISVILLE, KY 40204; NATURE: COMPLIATION OF PERSONAL FINANCIAL STATEMENTS FOR HIGH NET WORTH INDIVIDUAL; INVESTMENT RELATED: NO; TITLE WITH OBA: ACCOUNTANT; DUTIES: I COMPILE PERSONAL FINANCIAL STATEMENTS FOR A HIGH NET WORTH INDIVIDUAL FOR HER PERSONAL USE; START DATE: 11/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
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