Sung Bin Joseph Park

Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2016 → 03/2021
  Burnham Gibson Wealth Advisors
  Irvine, CA
• 11/2013 → 09/2016
  Axa Advisors, Llc
  New York, NY
• 09/2013 → Present
  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, Llc
  Tampa, FL

Previous Registrations

• 2016-01-22 → 2021-03-12
  Burnham Gibson Wealth Advisors, Inc.
  Irvine, CA
• 2013-11-08 → 2016-09-16
  Equitable Advisors, Llc
  Irvine, CA

Other Businesses

1. The Baldwin Group Wealth Advisors, LLC Investment related-Investment Adviser Representative Located at: 2050 Main Street Suite 510, Irvine, CA 92614 One hundred sixty (plus) hours monthly - One hundred twenty hours during securities trading hours (Employee of parent company The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group]), 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607, started Jan 2021). 2. Equitable Advisors, LLC Investment related-Registered Representative Twenty hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-14
• S63 Uniform Securities Agent State Law Examination
  1999-03-22

Other Names

• Sung Bin Park
• Joseph Park