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Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
VA RA APPROVED 2024-10-25
  • MD RA
    APPROVED
    Since 2025-01-01
  • VA RA
    APPROVED
    Since 2024-10-25

Branch Locations

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • 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
Massachusetts Mutual Life Insurance Co Glen Allen VA 06/2013 02/2020
Mml Investors Services, Llc Glen Allen VA 07/2013 02/2020
Purshe Kaplan Sterliing Investments Albany NY 06/2021 02/2026
The Capital Group Investment Advisory Group, Llc Bethesda MD 02/2020 10/2024
The Capital Group Investment Advisory Services, Llc Betheseda MD 02/2022 10/2024
The Baldwin Group Wealth Advisors, Llc Tampa FL 10/2024 Present
The Baldwin Group Tampa FL 10/2024 Present
Lasalle Street Securites, Llc Elmhurst IL 03/2026 Present
  • 06/2013 → 02/2020
    Massachusetts Mutual Life Insurance Co
    Glen Allen, VA
  • 07/2013 → 02/2020
    Mml Investors Services, Llc
    Glen Allen, VA
  • 06/2021 → 02/2026
    Purshe Kaplan Sterliing Investments
    Albany, NY
  • 02/2020 → 10/2024
    The Capital Group Investment Advisory Group, Llc
    Bethesda, MD
  • 02/2022 → 10/2024
    The Capital Group Investment Advisory Services, Llc
    Betheseda, MD
  • 10/2024 → Present
    Tampa, FL
  • 10/2024 → Present
    The Baldwin Group
    Tampa, FL
  • 03/2026 → Present
    Lasalle Street Securites, Llc
    Elmhurst, IL
Previous Registrations
  • 2022-02-12 → 2024-10-04
    The Capital Group Investment Advisory Services, Llc
    Bethesda, MD
Other Businesses

1- The Baldwin Group Wealth Advisors; Partner; fixed product sales/insurance/other fixed products 2- Mass Mutual; agent; receive commissions on past business 3-LaSalle Street Securities, Broker Dealer; Registered Representative 3- Financial Group of Virginia; receive monthly referral income from prior firm relationship for healthcare related business 4- The Baldwin Group Wealth Advisors; Partner/Retirement Plan Advisor; DBA for business that would not be considered RIA 5- The Baldwin Group Wealth Advisors; Partner/Retirement Plan Advisor; RIA business, specifically advising on retirement plans, personal wealth clients etc. in a fee based advisory capacity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-06
S63 Uniform Securities Agent State Law Examination 2013-11-13
  • S65 Uniform Investment Adviser Law Examination
    2021-07-06
  • S63 Uniform Securities Agent State Law Examination
    2013-11-13
Other Names
  • Tyler A. Stewart

View on SEC IAPD

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