Lisa Kim Estrada appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lisa Kim Estrada appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-04-09 | Form ADV | THE BALDWIN GROUP WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | TAMPA, FL |