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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

WILLIAM FRANCIS BALDWIN

Advisor at CONTINUITY WEALTH MANAGEMENT, CORP.

PORTLAND, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 17, 1997 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONTINUITY WEALTH MANAGEMENT, CORP.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Jul 12, 1988
First registration: Jul 17, 1997
Dual registered: no
Other names: BILL BALDWIN
IAPD individual key: 1837248

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONTINUITY WEALTH MANAGEMENT, CORP.	Independent wealth	Apr 15, 2011	n/a	yes	PORTLAND, OR	Current employment
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 27, 2009	Apr 4, 2011	no	PORTLAND, OR	Previous registration
ADVANTAGE CAPITAL CORPORATION	n/a	Apr 16, 2003	Feb 27, 2009	no	PORTLAND, OR	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Jul 17, 1997	Jun 7, 2002	no	LAKE OSWEGO, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FSC SECURITIES CORPORATION	CONTINUITY WEALTH MANAGEMENT, CORP.	Apr 4, 2011	Apr 15, 2011	11	Firm change	Other
ADVANTAGE CAPITAL CORPORATION	FSC SECURITIES CORPORATION	Feb 27, 2009	Feb 27, 2009	0	Bulk transfer	Other
VERAVEST INVESTMENT ADVISORS, INC.	ADVANTAGE CAPITAL CORPORATION	Jun 7, 2002	Apr 16, 2003	313	Firm change	Other

Relationships

Registered with (4)

→ CONTINUITY WEALTH MANAGEMENT, CORP.Registered adviserregistration: current employment
Apr 15, 2011 to presentfactForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 27, 2009 to Apr 4, 2011factForm ADV
→ ADVANTAGE CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Apr 16, 2003 to Feb 27, 2009factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 17, 1997 to Jun 7, 2002factForm ADV

Dated events

No dated event names this entity yet.