DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at The Baldwin Group Wealth Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jamie Oneil ParkerCah Advisors, LLC unclassifiedThe Baldwin Group Wealth Advisors, LLC otherOtherJun 1, 2026Jun 12, 2026
John Edward WilhoitCah Advisors, LLC unclassifiedThe Baldwin Group Wealth Advisors, LLC otherOtherMay 6, 2026May 7, 2026
Dylan WilsonKestra Advisory Services, LLC BD affiliatedThe Baldwin Group Wealth Advisors, LLC otherOtherApr 16, 2026May 1, 2026
Karin Kamille LangwasserEquitable Advisors, LLC national BDThe Baldwin Group Wealth Advisors, LLC otherOtherApr 6, 2026Apr 22, 2026
Jake CriciStrategic Advisers LLC national BDThe Baldwin Group Wealth Advisors, LLC otherOtherSep 12, 2025May 8, 2026 (238 d)
James Christopher AnselmoPrincipal Securities, Inc. BD affiliatedThe Baldwin Group Wealth Advisors, LLC otherOtherAug 4, 2025Sep 17, 2025 (44 d)
David Tyler GantzAccelerate Retirement independent RIAThe Baldwin Group Wealth Advisors, LLC otherOtherMay 13, 2025Jun 11, 2025
Patrick Neil TschetterKestra Advisory Services, LLC BD affiliatedThe Baldwin Group Wealth Advisors, LLC otherOtherJan 14, 2025Jan 27, 2025
James E MaulfairKestra Advisory Services, LLC BD affiliatedThe Baldwin Group Wealth Advisors, LLC otherOtherJan 14, 2025Jan 22, 2025
Sean William HollandKestra Advisory Services, LLC BD affiliatedThe Baldwin Group Wealth Advisors, LLC otherOtherJan 14, 2025Jan 29, 2025
Dominique Marshee PetersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseThe Baldwin Group Wealth Advisors, LLC otherOtherApr 1, 2024Jan 1, 2026 (640 d)
Aaron Brett VasquezWells Fargo Advisors wirehouseThe Baldwin Group Wealth Advisors, LLC otherOtherMay 17, 2023Jun 2, 2023
Jack DigneyEquitable Advisors, LLC national BDThe Baldwin Group Wealth Advisors, LLC otherOtherApr 20, 2023Jan 26, 2026 (1012 d)
Jonathan Charles YoungLPL Financial LLC independent RIAThe Baldwin Group Wealth Advisors, LLC otherOtherDec 21, 2022Jan 4, 2023
Douglas IgelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseThe Baldwin Group Wealth Advisors, LLC otherOtherNov 29, 2022Dec 16, 2022
Alvin TanEquitable Advisors, LLC national BDThe Baldwin Group Wealth Advisors, LLC otherOtherAug 17, 2022May 6, 2022
Kayla FrancoEquitable Advisors, LLC national BDThe Baldwin Group Wealth Advisors, LLC otherOtherJan 11, 2022Jan 5, 2022
Thomas John ParzakonisLPL Financial LLC BD affiliatedThe Baldwin Group Wealth Advisors, LLC otherOtherDec 22, 2021Jun 25, 2025 (1281 d)
Kevin Michael ClemsonUsi Advisors institutionalThe Baldwin Group Wealth Advisors, LLC otherOtherJun 7, 2021Jul 16, 2021 (39 d)
Jeffrey Paul WarnockBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Darin GibsonBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 1, 2021
Sung Bin Joseph ParkBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Todd Russell StahlBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Stephen YuBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Ryan C CallBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Taylor BoydBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Sina SoltaniBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Laurie Lee Sowa-WestwoodBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Eric Cameron TargoffBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Kyle LabeauneBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
Daniel Micah StevensBurnham Gibson Wealth Advisors, Inc. otherThe Baldwin Group Wealth Advisors, LLC otherOtherMar 12, 2021Mar 12, 2021
John Joseph SolomonBrinker Capital Inc otherThe Baldwin Group Wealth Advisors, LLC otherOtherAug 28, 2017Jul 2, 2025 (2865 d)
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32 moves match.