DG
Darin L. Gibson
THE BALDWIN GROUP WEALTH ADVISORS
IRVINE, CA 92614
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CRD#: 2684870
DG
Professional summary
Darin Lee Gibson, ChFC®, CLU® is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Irvine, California and EQUITABLE ADVISORS, LLC located in Irvine, California.
Darin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Darin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.Registered Investment Advisor, The Baldwin Group Wealth Advisors, LLC. Located at: 2050 Main Street, Suite 510 Irvine, CA 92614. Start date: January 2016. Employee of parent company The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group], 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607. Start date: Jan 2021. 2. Director, BBHC, Inc. (a holding company), located at 2211 Michelson Drive, Suite 1200, Irvine, CA 92612. Start date: Jan 2021. 3. Registered Representative Equitable Advisors, LLC. Located at: 1345 Avenue of the Americas, New York, NY 10105 . Start date: August 1999. 4 Trustee of various family trusts. 5. President, BGHC Inc., Holding Company. Located at: 2050 Main Street Suite 510 Irvine, CA 92614. Start date: January 2021. 5. Outside Fixed Business. 6. Owner of Maison Gibson Holdings, LLC - family holding company. Start date: March 2024. 7. Referral arrangement with employer The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Insurance Group Holdings, LLC) [grouped under The Baldwin Group] for insurance products. Start Date: Jan 2021.
CRS (Client Relationship Summary) - RIA
Click below to view Darin Lee Gibson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 1, 2021 - Present
THE BALDWIN GROUP WEALTH ADVISORS, LLC
Office #1: 2050 Main Street Suite 950, Irvine, CA 92614RIA
CRD#: 312284
IRVINE, CA
Current
December 20, 1995 - Present
EQUITABLE ADVISORS, LLC
Office #1: 2050 Main Street Suite 510, Irvine, CA 92614RIA
BD
CRD#: 6627
Irvine, CA
Past
December 21, 2015 - March 12, 2021
BURNHAM GIBSON WEALTH ADVISORS, INC.
RIA
CRD#: 282035
IRVINE, CA
Past
February 2, 2000 - September 16, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
IRVINE, CA
Past
December 20, 1995 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP
CRD#: 312284 / SEC#: 801-120404
RIA
Registered Investment Advisory firm - (2/26/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(3/18/2021)
RR
California(12/20/1995)
IAR
California(3/1/2021)
IAR
Texas(3/3/2021)
IAR
Washington(4/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP
CRD#: 312284 / SEC#: 801-120404
RIA
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Contact information
Main Address
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607
Mailing Address
Phone number
(813) 934-2743
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,356 |
| AUM (Assets Under Management) | $ 21,043,141,324 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
