| Name: | The Baldwin Group Wealth Advisors, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 02 Apr 2021 (4 years ago) |
| Branch of: | The Baldwin Group Wealth Advisors, LLC, FLORIDA (Company Number L21000007332) |
| Identification Number: | 001721683 |
| Place of Formation: | FLORIDA |
| Principal Address: | 4211 W. BOY SCOUT BLVD. STE. 800, TAMPA, FL, 33607, USA |
| Purpose: | PRIMARILY ENGAGED IN PROVIDING CUSTOMIZED FINANCIAL PLANNING ADVICE AND INVESTMENT COUNSELING ON A FEE BASIS TO MEET THE GOALS AND NEEDS OF SPECIFIC CLIENTS. |
| Historical names: |
Burnham Gibson Wealth Advisors, LLC |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CORPORATE CREATIONS NETWORK INC. | Agent | 10 DORRANCE STREET #700, PROVIDENCE, RI, 02903, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2024-10-10 | Burnham Gibson Wealth Advisors, LLC | The Baldwin Group Wealth Advisors, LLC |
| Number | Name | File Date |
|---|---|---|
| 202460553250 | Amendment to Application for Registration | 2024-10-10 |
| 202452773370 | Annual Report | 2024-04-26 |
| 202330841140 | Annual Report | 2023-03-15 |
| 202215716620 | Annual Report | 2022-04-26 |
| 202195445220 | Application for Registration | 2021-04-02 |
Date of last update: 28 Oct 2024
Sources: Rhode Island Department of State
