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Advisor at THE BALDWIN GROUP WEALTH ADVISORS, LLC
TAMPA, FL | IRVINE, CA
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 | Mar 1, 2021 | n/a | yes | IRVINE, CA|TAMPA, FL | Current employment |
| BURNHAM GIBSON WEALTH ADVISORS, INC. | Former SEC adviser | Dec 21, 2015 | Mar 12, 2021 | no | IRVINE, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 2, 2000 | Sep 16, 2016 | no | IRVINE, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS, INC. | THE BALDWIN GROUP WEALTH ADVISORS, LLC | Mar 12, 2021 | Mar 1, 2021 | -11 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | BURNHAM GIBSON WEALTH ADVISORS, INC. | Sep 16, 2016 | Dec 21, 2015 | -270 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282035:312284:CA:2021-03-12 | Mar 12, 2021 | Mar 1, 2021 | IRVINE, CA | Firm change |
| 6627:282035:CA:2016-09-16 | Sep 16, 2016 | Dec 21, 2015 | IRVINE, CA | Firm change after gap |