Lisa Kim Estrada
Chief Compliance OfficerThe Baldwin Group Wealth Advisors, LLCCRD 4572064
About Lisa Kim Estrada
Lisa Kim Estrada is listed as Chief Compliance Officer at The Baldwin Group Wealth Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of The Baldwin Group Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Kim Estrada work?
Lisa Kim Estrada is listed as Chief Compliance Officer at The Baldwin Group Wealth Advisors, LLC on SEC Form ADV.
How much of The Baldwin Group Wealth Advisors, LLC does Lisa Kim Estrada own?
Form ADV reports a beneficial ownership band of Under 5%.
The Baldwin Group Wealth Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |