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Detailed Report
TAYLOR R BOYD
CRD#: 5435095
IA
Investment Adviser
B
Broker
THE BALDWIN GROUP WEALTH ADVISORS, LLCCRD#: 312284 2050 MAIN STREET
SUITE 510
IRVINE, CA 92614
EQUITABLE ADVISORS, LLCCRD#: 6627 2050 MAIN STREET
SUITE 510
IRVINE, CA 92614
Registration History
2008201020122014201620182020202220242026IATHE BALDWIN GROUP WEALTH ADVIS... (CRD# 312284)2021 - Present (4 years)BEQUITABLE ADVISORS, LLC (CRD# 6627)2008 - Present (16 years)IABURNHAM GIBSON WEALTH ADVISORS... (CRD# 282035)2015 - 2021 (5 years)IAAXA ADVISORS, LLC (CRD# 6627)2009 - 2016 (7 years)
License(s)

State Registrations

B
Arizona 1/15/2020
B
Hawaii 1/21/2021
B
California 7/22/2008
B
Idaho 1/7/2021
IA
California 3/12/2021
IA
Texas 4/19/2023
B
Colorado 12/4/2020
B
Washington 8/18/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE BALDWIN GROUP WEALTH ADVISORS, LLC (CRD#:312284)
2050 MAIN STREET SUITE 510, IRVINE, CA 92614
Registered with this firm since 3/12/2021
B
EQUITABLE ADVISORS, LLC (CRD#:6627)
2050 MAIN STREET SUITE 510, IRVINE, CA 92614
Registered with this firm since 7/4/2008
Previous Registration(s)
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IA
 12/21/2015 - 03/12/2021 BURNHAM GIBSON WEALTH ADVISORS, INC. (CRD#:282035) IRVINE, CA
IA
 09/16/2009 - 09/16/2016 AXA ADVISORS, LLC (CRD#:6627) IRVINE, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.