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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-12 |
Branch Locations
Vestavia Hills , AL • 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 |
|---|---|---|---|---|
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 06/2026 | Present |
| Metlife/Massmutual | Birmingham | AL | 12/2015 | 01/2018 |
| Aig Retirement Services | Birmingham | AL | 01/2018 | 05/2022 |
| Navigate 401K, Llc | Birmingham | AL | 05/2022 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 04/2023 | 09/2024 |
| Cah Advisors, Llc | Birmingham | AL | 09/2024 | 05/2026 |
(1) licensed independent insurance agent (2) Elyton Land Company, LLC Investment Related Address: Vestavia Hills, Alabama Nature of Business: The company acquires real estate, maximizes it's highest and best use, and either holds it long term or places it for disposition Position: Co-Founder Start Date: 01/01/2023 Hours Per Month: 4 Hours During Securities Trading: 0 Hours Duties: All duties are outsourced; We have a weekly call to address any issues that were handled.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-12 |
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