Parker J. Bellinger
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.
Parker Jordan Bellinger was a registered financial professional .
Parker is a previously registered financial professional and started their career in finance in 2015. Parker had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 12, 2021 - May 19, 2021
THE BALDWIN GROUP WEALTH ADVISORS, LLC
January 9, 2019 - March 12, 2021
BURNHAM GIBSON WEALTH ADVISORS, INC.
October 1, 2015 - October 3, 2019
EQUITABLE ADVISORS, LLC
August 5, 2015 - April 19, 2021
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD#: 312284 / SEC#: 801-120404
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD#: 312284 / SEC#: 801-120404
Contact information
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
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.
