RIA Intelligence

MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

Legal name: BALDWIN & ASSOCIATES

CRD #129429 SEC #801-88221 INDIAN HARBOUR BEACH, FL 321-428-4555
SEC Registered
Total AUM
$154.7M
Discretionary
$0
Employees
5
Clients
101
Accounts
551

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 25, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIDIRECTOR/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control
BALDWIN, MARY, ELLENIOWNER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 25, 2020 REGISTERED

Notice Filings (2)

FL TX

Address

2000 SOUTH PATRICK DRIVE #6
INDIAN HARBOUR BEACH, FL 32937
United States
Phone: 321-428-4555