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204 Spring Street, Marion, MA 02738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-11 |
| MA | RA | APPROVED | 1994-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) | Marion | MA | 05/1974 | 01/2022 |
| Baldwin Wealth Partners, Llc | Marion | MA | 01/2022 | Present |
(1.) NAME OF OBA: THE BIOMED CENTER; ADDRESS OF OBA: PROVIDENCE, RI 02903; NATURE: BOARD TRUSTEE HELPING OVERSEE OPERATIONS OF THE CENTER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD TRUSTEE; DUTIES: HELPED ESTABLISH THE CENTER, NOW ASSISTING WITH GENERAL OVERSIGHT; START DATE: 07/01/2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (2.) NAME OF OBA: STANTON CONDOMINIUM TRUSTEE; ADDRESS OF OBA: BROOKLINE, MA 02445; NATURE: CONDOMINIUM TRUSTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: TRUSTEE; DUTIES: MEMBER OF A BOARD WHO HAS CONTROL OVER THE ADMINISTRATION OF THE PROPERTY, SERVES THE BEST INTEREST OF THE CONDOMINIUM ASSOCIATION; START DATE: 01/30/2024; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: MARION INSTITUTE; ADDRESS OF OBA: MARION, MA 02738; NATURE: ENGAGING INDIVIDUALS AND COMMUNITIES IN ROOT CAUSE SOLUTIONS THAT ELEVATE HEALTH, FOOD, AND ENVIRONMENTAL EQUITY FOR ALL; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: WORKING WITH THE EXECUTIVE DIRECTOR AND FINANCIAL CONSULTANT ON SOURCES AND USES OF FUNDS, ALSO A MEMBER OF THE AUDIT COMMITTEE AND A KEY FUND RAISER; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2
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