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Advisor at THE BALDWIN GROUP WEALTH ADVISORS, LLC
IRVINE, CA | 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 | Apr 22, 2026 | n/a | yes | IRVINE, CA|TAMPA, FL | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 30, 2002 | Apr 6, 2026 | no | UPLAND, CA|WOODLAND HILLS, CA | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | May 26, 1999 | Aug 29, 2002 | no | UPLAND, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | Apr 6, 2026 | Apr 22, 2026 | 16 | Firm change | Other |
| 1ST GLOBAL ADVISORS INC | EQUITABLE ADVISORS, LLC | Aug 29, 2002 | Sep 30, 2002 | 32 | Firm change | Other |