Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Kyle Matthew Labeaune
CRD#: 6732423
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
201820192020202120222023202420252026IATHE BALDWIN GROUP WEALTH ADVIS... (CRD# 312284)2021 - Present (4 years)BEQUITABLE ADVISORS, LLC (CRD# 6627)2018 - Present (7 years)IABURNHAM GIBSON WEALTH ADVISORS... (CRD# 282035)2018 - 2021 (3 years)
License(s)

State Registrations

B
California 3/29/2018
IA
California 3/12/2021

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 1/18/2018
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/14/2018 - 03/12/2021 BURNHAM GIBSON WEALTH ADVISORS, INC. (CRD#:282035) 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.