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44 S Vail Ave, Suite 103, Arlington Heights, IL 60005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-24 |
| IL | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-07 |
Branch Locations
44 S Vail Ave, Suite 103, Arlington Heights, IL 60005 • United States
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-28 |
Branch Locations
44 S Vail Ave. Suite 103, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baldwin Financial Advisors, Llc | Arlington Heights | IL | 06/2022 | Present |
| Equitable Advisors, Llc | Arlington Heights | IL | 10/2024 | Present |
| The Pub Restaurant | Athens | OH | 04/2021 | 05/2022 |
| Lynn Way Restaurant | Ashland | OH | 05/2017 | 08/2018 |
| Ohio University | Athens | OH | 08/2017 | 05/2022 |
| Ashland High School | Ashland | OH | 08/2014 | 05/2017 |
| Baldwin Financial Advisors, Llc | Arlington Heights | IL | 12/2024 | Present |
| Equitable Advisors, Llc | New York | NY | 09/2024 | Present |
Baldwin Financial Advisors LLC-44 S Vail Ave Suite #103, Arlington Heights, IL 60005- financial planning- Registered Investment Advisor- started 06/2022 approximately 50 hours weekly. Katherine Michaela Kennedy registered representative/agent, and Investment Adviser Representative with Equitable Advisors, LLC. Equitable is a financial service company, where she can sell investment and insurance products and investment advisory services. She have the ability to earn compensation (commissions and fees) from Equitable.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
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