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204 Spring Street, Marion, MA 02738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
| IL | RA | APPROVED | 2025-05-21 |
| TX | RA | APPROVED | 2025-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln International | Chicago | IL | 04/2017 | 10/2018 |
| Stout Advisors | Chicago | IL | 06/2016 | 03/2017 |
| Rga Investment Advisors | Stamford | CT | 03/2019 | 01/2025 |
| Unemployed | Chicago | IL | 10/2018 | 03/2019 |
| Levin Capital Strategies | New York City | NY | 04/2025 | 04/2025 |
| Maggiano'S | Skokie | IL | 01/2025 | 05/2025 |
| Baldwin Wealth Partners, Llc | Marion | MA | 05/2025 | Present |
NAME OF OBA: IHSGCA; ADDRESS OF OBA: SKOKIE, IL 60077; NATURE: RECREATIONAL; INVESTMENT RELATED: NO; TITLE WITH OBA: COACH/JUDGE; DUTIES: COACH AND JUDGE GYMNASTICS FOR HIGH SCHOOL STUDENTS IN ILLINOIS; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-20 |
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