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Gregory A. Baldwin

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CRD#: 1856003
GB

Professional summary


Gregory Allen Baldwin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gregory is a previously registered financial advisor and started their career in finance in 1988. Prior to being barred, Gregory had worked at 6 firms, which includes NEWPORT COAST SECURITIES INC., GOLDEN BENEFICIAL SECURITIES CORPORATION, ASSET MANAGEMENT OF THE SOUTH, SUNAMERICA SECURITIES INC., WACHOVIA SECURITIES INC., ADVANTAGE CAPITAL CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Baldwin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 15, 2008 - July 1, 2009

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
HENDERSONVILLE, NC
Past

June 4, 2004 - July 28, 2008

GOLDEN BENEFICIAL SECURITIES CORPORATION

BD
CRD#: 48029
HOUSTON, TX
Past

March 24, 2003 - December 31, 2003

ASSET MANAGEMENT OF THE SOUTH

RIA
CRD#: 115422
GREENVILLE, SC
Past

August 8, 2002 - March 3, 2003

SUNAMERICA SECURITIES, INC.

RIA
CRD#: 20068
HENDERSONVILLE, NC
Past

February 21, 2002 - June 2, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 6, 1990 - February 25, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

September 20, 1988 - November 21, 1990

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/18/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NC
NEWPORT COAST SECURITIES, INC.
GRANT BETTINGEN, INC. | NEWPORT COAST SECURITIES, INC. | NEWPORT COAST SECURITIES | NEWPORT COAST ASSET MANAGEMENT

CRD#: 16944 / SEC#: 801-67802, 8-34790

BD
Terminated by SEC on 10/02/2016
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Contact information


Main Address
1720 Garry Ave. #108, Santa Ana, CA 92705
Mailing Address
Phone number
Established
California since 03/06/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PART 2A (3/18/2016)

Direct owners and executive officers


NamePositionCRD#
RUBICON FINANCIAL INCORPORATEDOWNER
KESSLER, KRISTOPHER CHARLESCOO4543640
LEE, KEVIN CHONGCHIEF COMPLIANCE OFFICER3143283
ONESTO, RICHARD ERNESTFINOP/CFO2453096
ONESTO, RICHARD ERNESTCEO2453096

Disclosures


Regulatory Event12
Arbitration7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEWPORT COAST SECURITIES, INC.

CRD#: 16944

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