DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

John Edward Wilhoit

Advisor at THE BALDWIN GROUP WEALTH ADVISORS, LLC

HOUSTON, TX | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f46009b0-055f-c08b-b1d4-743e63ab770e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2016 to Sep 15, 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: THE BALDWIN GROUP WEALTH ADVISORS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 7, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 7, 2003
First registration: Jan 4, 2016
Dual registered: yes, broker-dealer
Other names: JOHN E WILHOIT|JOHN E WILHOIT|JOHN EDWARD WILHOIT
IAPD individual key: 4389692

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
THE BALDWIN GROUP WEALTH ADVISORS, LLC	Other adviser	May 7, 2026	n/a	yes	HOUSTON, TX\|TAMPA, FL	Current employment
CAH ADVISORS, LLC	n/a	Nov 19, 2021	May 6, 2026	no	BIRMINGHAM, AL\|HOUSTON, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	May 2, 2016	Jul 20, 2021	no	NEW YORK, NY	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 4, 2016	Sep 22, 2016	no	NY, NY\|AUSTIN, TX\|Houston, TX	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
CAH ADVISORS, LLC	THE BALDWIN GROUP WEALTH ADVISORS, LLC	May 6, 2026	May 7, 2026	1	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	CAH ADVISORS, LLC	Jul 20, 2021	Nov 19, 2021	122	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	May 2, 2016	-143	Bulk transfer	Other

Relationships

Registered with (4)

→ THE BALDWIN GROUP WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ CAH ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 19, 2021 to May 6, 2026factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 2, 2016 to Jul 20, 2021factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to Sep 22, 2016factForm ADV

Dated events

Occurred
May 6, 2026
Advisor changed firm
John Edward Wilhoit left Cah Advisors, Llc for The Baldwin Group Wealth Advisors, Llc (registered 2026-05-07)
Form ADVobserved 6 days ago