ESTRADA LISA KIM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ESTRADA LISA KIM appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THE BALDWIN GROUP WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | TAMPA, FL |
| — | Form ADV | THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC | CHIEF COMPLIANCE OFFICER | BETHESDA, MD |
| — | Form ADV | SPECIALIZED ADVISORS, LLC | MEMBER | DALLAS, TX |
| — | Form ADV | BKS FINANCIAL INVESTMENTS, LLC | CHIEF COMPLIANCE OFFICER | TAMPA, FL |