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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
CA RA APPROVED 2021-03-12
  • CA RA
    APPROVED
    Since 2021-03-12

Branch Locations

2211 Michelson Drive Suite 470, Irvine, CA 92612 • United States

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • 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
Burnham Gibson Wealth Advisors, Inc Irvine CA 12/2016 11/2017
Axa Advisors, Llc New York NY 11/2017 06/2020
Vanguard University Costa Mesa CA 10/2014 12/2016
Burnham Gibson Wealth Advisors Irvine CA 11/2017 03/2021
Equitable Advisors, Llc New York NY 11/2017 03/2026
Burnham Gibson Wealth Advisors, Llc Irvine CA 01/2021 10/2024
The Baldwin Group Wealth Advisors Tampa FL 10/2024 Present
Lasalle St. Securities, Llc Elmhurst IL 04/2026 08/2026
The Baldwin Group Irvine CA 01/2021 Present
Simplicity Investments Summit NJ 08/2026 Present
  • 12/2016 → 11/2017
    Burnham Gibson Wealth Advisors, Inc
    Irvine, CA
  • 11/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2014 → 12/2016
    Vanguard University
    Costa Mesa, CA
  • 11/2017 → 03/2021
    Burnham Gibson Wealth Advisors
    Irvine, CA
  • 11/2017 → 03/2026
    Equitable Advisors, Llc
    New York, NY
  • 01/2021 → 10/2024
    Burnham Gibson Wealth Advisors, Llc
    Irvine, CA
  • 10/2024 → Present
    The Baldwin Group Wealth Advisors
    Tampa, FL
  • 04/2026 → 08/2026
    Lasalle St. Securities, Llc
    Elmhurst, IL
  • 01/2021 → Present
    The Baldwin Group
    Irvine, CA
  • 08/2026 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
  • 2018-03-14 → 2021-03-12
    Burnham Gibson Wealth Advisors, Inc.
    Irvine, CA
Other Businesses

1.) THE BALDWIN GROUP - 1/1/2016 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - Operations Manager, Place trades, billing/reporting, streamline processes, Invt Rel, Ins business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 1/1/21 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - IAR, Registered Investment Advisor, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) THE LEADERS GROUP-SIMPLICITY INVESTMENTS 8/14/2026  475 Springfield Ave., Summit, NJ 07901-RR Registered Representative, Invt Rel, BD business, 20 hrs/mo; 20 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-13
  • S66 Uniform Combined State Law Examination
    2018-03-13
Other Names
  • Kyle Matthew Labeaune

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