Taylor Baldwin

Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Part of JPMorgan Chase & Co., Morgan Guaranty Ltd. is an American company that provides financial services. The company is located in the US.

Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services.