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Advisor at THE BALDWIN GROUP WEALTH ADVISORS, LLC
IRVINE, CA | TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS, LLC | Other adviser | Jun 25, 2025 | n/a | yes | IRVINE, CA|TAMPA, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 13, 2015 | Dec 22, 2021 | no | SAN DIEGO, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 20, 2011 | Jan 27, 2015 | no | IRVINE, CA|CHARLOTTE, NC | Previous registration |
| EDWARD JONES | National bd RIA | Jul 7, 2009 | May 19, 2010 | no | ONTARIO, CA|ST LOUIS, MO|ONTARIO, CA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 9, 2009 | Jul 8, 2009 | no | WOODLAND HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | Dec 22, 2021 | Jun 25, 2025 | 1,281 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Jan 27, 2015 | Mar 13, 2015 | 45 | Firm change | Other |
| EDWARD JONES | WELLS FARGO ADVISORS | May 19, 2010 | Apr 20, 2011 | 336 | Firm change | Ibd to wirehouse |
| VALIC FINANCIAL ADVISORS, INC. | EDWARD JONES | Jul 8, 2009 | Jul 7, 2009 | -1 | Firm change | Other |