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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 | Jun 2, 2023 | n/a | yes | IRVINE, CA|TAMPA, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 29, 2020 | May 17, 2023 | no | COSTA MESA, CA|IRVINE, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 24, 2015 | Apr 10, 2020 | no | IRVINE, CA|IRVINE, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | THE BALDWIN GROUP WEALTH ADVISORS, LLC | May 17, 2023 | Jun 2, 2023 | 16 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | WELLS FARGO ADVISORS | Apr 10, 2020 | Apr 29, 2020 | 19 | Firm change | Ibd to wirehouse |