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Lewis Stewart Evans

The Baldwin Group Wealth Advisors, LLC

Tampa, FL

Bethesda, MD

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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 2024-10-14
  • MD RA
    APPROVED
    Since 2024-10-14

Branch Locations

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

6720-Rockledge Drive Suire 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
North Carolina State University Raleigh NC 07/2017 06/2021
The Brooks School North Andover MA 07/2015 06/2017
The Capital Group Investment Advisory Services, Llc Bethesda MD 06/2021 10/2024
The Baldwin Group Wealth Advisors, Llc Tampa FL 10/2024 Present
  • 07/2017 → 06/2021
    North Carolina State University
    Raleigh, NC
  • 07/2015 → 06/2017
    The Brooks School
    North Andover, MA
  • 06/2021 → 10/2024
    The Capital Group Investment Advisory Services, Llc
    Bethesda, MD
  • 10/2024 → Present
    The Baldwin Group Wealth Advisors, Llc
    Tampa, FL
Previous Registrations
  • 2022-02-10 → 2024-10-05
    The Capital Group Investment Advisory Services, Llc
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-29
  • S65 Uniform Investment Adviser Law Examination
    2021-12-29

View on SEC IAPD

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