JS
James Swift
CRD 6460816
Firms
| Firm | Role | As of |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Pelican Isle Yacht Club Inc | Officer/Director | — | 06/30/2024 |
| Neighborhood Housing And Development Corporation | Board Member | — | 09/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗