# ESTRADA LISA KIM

ESTRADA LISA KIM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [THE BALDWIN GROUP WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/312284) | CHIEF COMPLIANCE OFFICER | TAMPA, FL |
| — | Form ADV | [THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/169727) | CHIEF COMPLIANCE OFFICER | BETHESDA, MD |
| — | Form ADV | [SPECIALIZED ADVISORS, LLC](https://search.stillhousedata.com/firm/299308) | MEMBER | DALLAS, TX |
| — | Form ADV | [BKS FINANCIAL INVESTMENTS, LLC](https://search.stillhousedata.com/firm/304266) | CHIEF COMPLIANCE OFFICER | TAMPA, FL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.