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Tanner M. Townsend

THE BALDWIN GROUP SECURITIES
BETHESDA, MD 20817
CRD#: 8102260
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Tanner Michael TownsendTHE BALDWIN GROUP SECURITIES

Professional summary


Tanner Michael Townsend, who also goes by Tanner Townsend, is a registered financial professional currently at THE BALDWIN GROUP SECURITIES, LLC located in Bethesda, Maryland.

Tanner is registered as a RR (Registered Representative) and started their career in finance in 2025. Tanner has worked at 1 firm and has passed the Series 99TO and SIE exams.

Aliases


Tanner Townsend

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) - BD


Click below to view Tanner Michael Townsend'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®
None

Experience


Current

September 22, 2025 - Present

THE BALDWIN GROUP SECURITIES, LLC

Office #1: 6720-b Rockledge Drive Suite 450, Bethesda, MD 20817
BD
CRD#: 312876
BETHESDA, MD

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


General Industry/Product Exam
RR
Series 99TO
Date: 9/20/2025
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


TB
THE BALDWIN GROUP SECURITIES, LLC
BRP SECURITIES, LLC | THE BALDWIN GROUP SECURITIES, LLC

CRD#: 312876 / SEC#: , 8-70808

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
6720-b Rockledge Drive Suite 450, Bethesda, MD 20817
Mailing Address
6720-b Rockledge Drive Suite 450, Bethesda, MD 20817
Phone number
(866) 279-0698
Established
Florida since 04/12/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLCMANAGER
BALDWIN, TREVOR LOWRYOWNER
CAMPBELL, ROBERT NMNPRINCIPAL FINANCIAL OFFICER1349154
CAMPBELL, ROBERT NMNFINANCIAL OPERATIONS PRINCIPAL1349154
HARKNESS, TREVOR DOUGLASCHIEF OPERATING OFFICER2634355
HARKNESS, TREVOR DOUGLASCHIEF EXECUTIVE OFFICER2634355
HARKNESS, TREVOR DOUGLASCHIEF COMPLIANCE OFFICER2634355

Red Flags


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

Company Information


THE BALDWIN GROUP SECURITIES, LLC

CRD#: 312876Bethesda, MD 20817

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