William W. Klein

204 Spring Street, Marion, MA 02738 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-13
MA	RA	APPROVED	2022-02-23
TX	RA	APPROVED	2022-02-14

Branch Locations

204 Spring Street, Marion, MA 02738 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Baldwin Brothers Inc.	Marion	MA	04/2013	01/2020
Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)	Marion	MA	12/2021	Present
Highland Associates	Birmingham	AL	01/2020	12/2021

04/2013 → 01/2020

Baldwin Brothers Inc.

Marion, MA
12/2021 → Present

Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)

Marion, MA
01/2020 → 12/2021

Highland Associates

Birmingham, AL