THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

CRD #169727 SEC #801-78844 BETHESDA, MD (301) 214-7666

SEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

Employees

Clients

Accounts

781

Firm Details

Organization Type: Limited Liability Company
State of Formation: Maryland
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 30, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
APA, JOSEPH, ANTHONY	I	MEMBER	NA	Control
APA, JOSEPH, ANTHONY	I	MEMBER	NA	Control
BALDWIN, LOPER, LOWRY	I	CHAIRMAN	NA	Control
BALDWIN, LOPER, LOWRY	I	CHAIRMAN	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BALDWIN, TREVOR, LOWRY	I	CEO/PRESIDENT	NA	Control
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BEARDALL, ANDREW, MCKENZIE	I	CHIEF COMPLIANCE OFFICER	NA
BROWN, SCOTT, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baldwin, Trevor	I	CEO/PRESIDENT	NA	Control
Baldwin, Trevor	I	CEO/PRESIDENT	NA	Control
Baldwin, Trevor	I	CEO/PRESIDENT	NA	Control
Baldwin, Trevor	I	CEO/PRESIDENT	NA	Control
Beardall, Andrew	I	CHIEF COMPLIANCE OFFICER	NA
Beardall, Andrew	I	CHIEF COMPLIANCE OFFICER	NA
Beardall, Andrew	I	CHIEF COMPLIANCE OFFICER	NA
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTRADA, LISA, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	NA	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	NA	Control
Galbraith, Daniel	I	CHIEF OPERATING OFFICER	NA	Control
Galbraith, Daniel	I	CHIEF OPERATING OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
HALE, BRADFORD, LENZIE	I	CHIEF FINANCIAL OFFICER	NA	Control
Hale, Bradford	I	CHIEF FINANCIAL OFFICER	NA	Control
Hale, Bradford	I	CHIEF FINANCIAL OFFICER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT/MANAGING PARTNER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT/MANAGING PARTNER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT/MANAGING PARTNER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT/MANAGING PARTNER	NA	Control
STAUB, CHRISTOPHER, MICHAEL	I	VICE PRESIDENT/MANAGING PARTNER	NA	Control
Stephens, Christopher	I	CHIEF LEGAL OFFICER	NA	Control
Stephens, Christopher	I	CHIEF LEGAL OFFICER	NA	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
BRP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TCG FINANCIAL HOLDING COMPANY, LLC	DE	HOLDING COMPANY	E
TCG FINANCIAL HOLDING COMPANY, LLC	DE	HOLDING COMPANY	E
THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	DE	OWNER	E	Control
APA, JOSEPH, ANTHONY	I	PARTNER	C	Control
APA, JOSEPH, ANTHONY	I	PARTNER	C	Control
APA, JOSEPH, ANTHONY	I	PARTNER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	PARTNER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
APA, JOSEPH, ANTHONY	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	PARTNER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	PARTNER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	PARTNER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	PARTNER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	MEMBER	C	Control
STAUB, CHRISTOPHER, M	I	CHIEF COMPLIANCE OFFICER	C	Control
STAUB, CHRISTOPHER, M	I	CHIEF COMPLIANCE OFFICER	C	Control
STAUB, CHRISTOPHER, M	I	CHIEF COMPLIANCE OFFICER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	PARTNER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control
STAUB, CHRISTOPHER, MICHAEL	I	MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	BRP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	DE	THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BALDWIN RISK PARTNERS, LLC	DE	BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	DE	THE BALDWIN GROUP SOUTHEAST, LLC	E	Control
THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	DE	THE BALDWIN GROUP SOUTHEAST, LLC	E	Control
THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	DE	BALDWIN KRYSTYN SHERMAN PARTNERS, LLC	E	Control
THE BALDWIN GROUP SOUTHEAST, LLC	DE	THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
THE BALDWIN GROUP SOUTHEAST, LLC	DE	THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC	E	Control
THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	E	Control
THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	E	Control
THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	E	Control
THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	E	Control
THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC	E	Control
APA, JOSEPH, ANTHONY	I	TCG FINANCIAL HOLDING COMPANY, LLC	C	Control
APA, JOSEPH, ANTHONY	I	TCG FINANCIAL HOLDING COMPANY, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BALDWIN INSURANCE GROUP HOLDINGS, LLC	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
BRP GROUP, INC.	DE	BALDWIN RISK PARTNERS, LLC	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	TCG FINANCIAL HOLDING COMPANY, LLC	C	Control
FITZPATRICK, KEVIN, FRANCIS	I	TCG FINANCIAL HOLDING COMPANY, LLC	C	Control
THE BALDWIN INSURANCE GROUP, INC.	DE	THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	C	Control
THE BALDWIN INSURANCE GROUP, INC.	DE	THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	C	Control
THE BALDWIN INSURANCE GROUP, INC.	DE	THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	C	Control
THE BALDWIN INSURANCE GROUP, INC.	DE	THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	C	Control
THE BALDWIN INSURANCE GROUP, INC.	DE	THE BALDWIN INSURANCE GROUP HOLDINGS, LLC	C	Control

Registrations

Federal

May 30, 2024 REGISTERED

Notice Filings (9)

DC DE FL MD NH NY PA TX VA

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