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Advisor at THE BALDWIN GROUP WEALTH ADVISORS, LLC
Bethesda, MD | 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 | Oct 14, 2024 | n/a | yes | TAMPA, FL|Bethesda, MD | Current employment |
| THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC | Former SEC adviser | Dec 6, 2013 | Oct 4, 2024 | no | BETHESDA, MD | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Aug 25, 2004 | Dec 11, 2013 | no | BETHESDA, MA|BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | Oct 4, 2024 | Oct 14, 2024 | 10 | Channel change | Other |
| EAGLE STRATEGIES LLC | THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC | Dec 11, 2013 | Dec 6, 2013 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169727:312284:MD:2024-10-04 | Oct 4, 2024 | Oct 14, 2024 | BETHESDA, MD | Firm change |