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4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-14 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smithbucklin | Washington | DC | 01/2022 | 09/2022 |
| American Planning Association | Washington | DC | 01/2019 | 12/2021 |
| Cafe Pizzaiolo | Alexandria | VA | 06/2017 | 12/2019 |
| Port City Brewery | Alexandria | VA | 05/2016 | 05/2017 |
| The Capital Group Investment Advisory Services, Llc | Bethesda | MD | 09/2022 | 10/2024 |
| The Capital Group Investment Adviosry Services, Llc | Bethesda | MD | 08/2024 | 10/2024 |
| The Baldwin Group Wealth Advisors, Llc | Tampa | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-21 |
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