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Robert S. Baldwin

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CRD#: 813373
RB

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.

Robert Smith Baldwin, who also goes by Bob Baldwin, Robert S Baldwin, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1975. Robert had worked at 3 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Baldwin | Robert S 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

March 14, 1995 - August 12, 1998

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

August 8, 1987 - July 15, 1992

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 6, 1975 - February 9, 1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
RR
Series 63
Date: 10/20/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 9/25/1975
Registered Representative Examination

Current Firm


IS
IAC SECURITIES, INC.
IAC SECURITIES D/B/A MME NETWORK ADVISERS | TRI-MERICA SECURITIES CORPORATION | THRIFT DISCOUNT BROKERAGE, INC. | MME NETWORK ADVISERS | IAC SECURITIES, INC.

CRD#: 14081 / SEC#: , 8-30220

BD
Terminated by SEC on 04/16/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 05/19/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ILONA FINANCIAL GROUPSHAREHOLDER
FAIR, NORMAN ARNOLDDIRECTOR SECRETARY1359414
ROBERTS, ALBERTA STEPHENSPRESIDENT & CHIEF COMPLIANCE OFFICER2681068
ROBERTSON, SHARON RUTHCHIEF FINANCIAL OFFICER & VP1793255

Disclosures


Regulatory Event1

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


IAC SECURITIES, INC.

CRD#: 14081

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