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Michael L. Baldwin

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CRD#: 1966870
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Lawrence Baldwin was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1989. Michael had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 3, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

January 3, 2008 - November 18, 2011

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

January 24, 2000 - July 16, 2007

FIRST AMERICAN FINANCIAL ADVISORS, INC.

RIA
CRD#: 113420
OVERLAND PARK, KS
Past

September 9, 1997 - July 16, 2007

GREAT AMERICAN INVESTORS, INC.

BD
CRD#: 28489
OVERLAND PARK, KS
Past

April 7, 1997 - August 20, 1997

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

January 14, 1997 - January 29, 1997

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

September 19, 1990 - December 18, 1996

GENERAL SECURITIES CORP

BD
CRD#: 15062
NORTH KANSAS CITY, MO
Past

October 10, 1989 - September 25, 1990

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

August 22, 1989 - November 18, 1989

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 22, 1989 - November 18, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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: 12/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MC
MERRIMAC CORPORATE SECURITIES, INC.
MERRIMAC ASSET MANAGEMENT | MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463 / SEC#: , 8-46721

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
1150 Douglas Ave Ste 1080, Altamonte Springs, FL 32714
Mailing Address
Phone number
Established
New Hampshire since 10/20/1993
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TEAM ADVISORY CORPORATE, INC.SHAREHOLDER

Disclosures


Regulatory Event7
Arbitration2

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


MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

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