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Advisor at THE BALDWIN GROUP WEALTH ADVISORS, LLC
TAMPA, FL | Bethesda, MD
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 | Jan 1, 2026 | n/a | yes | Bethesda, MD|TAMPA, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 25, 2022 | Apr 1, 2024 | no | WASHINGTON, DC | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 28, 2020 | Apr 22, 2022 | no | The Woodlands, TX|Washington, DC|Washington, DC|Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | THE BALDWIN GROUP WEALTH ADVISORS, LLC | Apr 1, 2024 | Jan 1, 2026 | 640 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 22, 2022 | Apr 25, 2022 | 3 | Firm change | Ibd to wirehouse |