| Date | Description |
|---|
| 2025-03-27 |
delete email ds..@baldwinbrothersinc.com |
| 2025-03-27 |
delete index_pages_linkeddomain baldwinbrothersinc.com |
| 2025-03-27 |
delete index_pages_linkeddomain businesswire.com |
| 2025-03-27 |
delete person Cindy Horton |
| 2025-03-27 |
delete person Joanne Viera |
| 2025-03-27 |
delete person Michael McIntosh |
| 2025-03-27 |
delete person Nathan Goodwin |
| 2025-03-27 |
delete phone (508) 748-0806 |
| 2025-03-27 |
insert career_pages_linkeddomain google.com |
| 2025-03-27 |
insert index_pages_linkeddomain google.com |
| 2025-03-27 |
insert management_pages_linkeddomain google.com |
| 2025-03-27 |
insert partner Core US Equities |
| 2025-03-27 |
insert partner_pages_linkeddomain google.com |
| 2025-03-27 |
insert person Bob Belmore |
| 2025-03-27 |
insert person Kim Turner |
| 2025-03-27 |
insert person Rochelle Rose |
| 2024-12-21 |
delete phone (502) 919-0497 |
| 2024-12-21 |
insert phone (502) 830-6382 |
| 2024-11-20 |
delete address 333 E. Main St.
Suite 402
Louisville, KY 40202 |
| 2024-11-20 |
delete alias Baldwin Wealth Partners, Inc. |
| 2024-11-20 |
delete partner Stepping Stone Partners |
| 2024-11-20 |
delete partner_pages_linkeddomain steppingstonepartners.com |
| 2024-11-20 |
insert address 333 E. Main St.
Suite 401
Louisville, KY 40202 |
| 2024-11-20 |
insert alias Baldwin Wealth Partners, LLC |
| 2024-11-20 |
update person_description Craig Dumas => Craig Dumas |
| 2024-11-20 |
update person_description Michael McIntosh => Michael McIntosh |
| 2024-11-20 |
update person_title Michael McIntosh: Director of Manager Research => null |
| 2024-09-18 |
insert president Eric H. Strand |
| 2024-09-18 |
update person_title Eric H. Strand: Advisor; Managing Partner => President; Managing Partner |
| 2024-09-18 |
update person_title Kaitlyn Fagundes: Manager, Trading & Compliance => Director, Trading |
| 2024-08-17 |
delete alias Baldwin Brothers, Inc. |
| 2024-08-17 |
insert alias Baldwin Wealth Partners |
| 2024-08-17 |
insert alias Baldwin Wealth Partners, Inc. |
| 2024-07-15 |
insert index_pages_linkeddomain businesswire.com |
| 2024-04-16 |
delete ceo John Mannix |
| 2024-04-16 |
delete managingdirector Andrew Macken |
| 2024-04-16 |
insert managingdirector Kim Tirrell |
| 2024-04-16 |
insert managingdirector Nathan Stewart |
| 2024-04-16 |
delete address 145 Front Street
Marion, MA 02738 |
| 2024-04-16 |
delete email bm..@baldwinbrothersinc.com |
| 2024-04-16 |
delete email es..@baldwinbrothersinc.com |
| 2024-04-16 |
delete person Andrew Macken |
| 2024-04-16 |
delete person John Mannix |
| 2024-04-16 |
delete phone (508) 748-1665 |
| 2024-04-16 |
delete phone (508) 748-2880 |
| 2024-04-16 |
insert address 333 E. Main St.
Suite 402
Louisville, KY 40202 |
| 2024-04-16 |
insert phone (502) 919-0497 |
| 2024-04-16 |
update person_title David Barrett: Advisor => Consultant; Advisor |
| 2024-04-16 |
update person_title Eric H. Strand: Managing Partner => Advisor; Managing Partner |
| 2024-04-16 |
update person_title Kaitlyn Fagundes: Manager, Trading => Manager, Trading & Compliance |
| 2024-04-16 |
update person_title Kim Tirrell: Client Advisor => Advisor; Managing Director |
| 2024-04-16 |
update person_title Nathan Stewart: Research Analyst / Trader => Advisor; Managing Director |
| 2023-09-25 |
delete person Mary Ellen Viera |
| 2023-01-30 |
delete address 50 Monte Cimas Ave
Mill Valley, CA 94941 |
| 2023-01-30 |
insert address 145 Front Street
Marion, MA 02738 |
| 2023-01-30 |
insert address 90 Throckmorton Avenue
Suite 23
Mill Valley, CA 94941 |
| 2023-01-30 |
insert email es..@baldwinbrothersinc.com |
| 2023-01-30 |
insert phone (508) 748-1665 |
| 2023-01-30 |
insert phone (508) 748-2880 |
| 2022-10-27 |
insert ceo Andrew F. McIntire |
| 2022-10-27 |
insert ceo Eric H. Strand |
| 2022-10-27 |
insert person Amber Eusebio |
| 2022-10-27 |
insert person Andrew F. McIntire |
| 2022-10-27 |
insert person Cindy Horton |
| 2022-10-27 |
insert person Donna Maxim |
| 2022-10-27 |
insert person Eric H. Strand |
| 2022-10-27 |
insert person Kim Tirrell |
| 2022-10-27 |
insert person Leanne Peterson |
| 2022-10-27 |
insert person Michelle Chandler |
| 2022-10-27 |
insert person Nathan Stewart |
| 2022-10-27 |
insert person Suzanne Blom |
| 2022-08-22 |
delete career_pages_linkeddomain baldwinbrothersinc.com |
| 2022-08-22 |
delete management_pages_linkeddomain baldwinbrothersinc.com |
| 2022-08-22 |
delete partner_pages_linkeddomain baldwinbrothersinc.com |
| 2022-08-22 |
delete terms_pages_linkeddomain baldwinbrothersinc.com |
| 2022-07-23 |
update person_title Kate Rowe: Managing Director; Managing Director, Advisor, Financial Planning => Managing Director |
| 2022-05-22 |
insert email wk..@baldwin-llc.com |
| 2022-05-22 |
insert person Zach Shirilla |