# Michael Balch

Michael Balch is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2023-12-01 | present | Yes |
| [IPI WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111872) | 2018-01-02 | 2022-12-20 | — |
| [CEDAR CAPITAL, LLC](https://search.stillhousedata.com/firm/174020) | 2015-02-05 | 2017-12-31 | — |
| [GOOD HARBOR FINANCIAL](https://search.stillhousedata.com/firm/127351) | 2013-06-06 | 2015-01-02 | — |
| [NAPLES ASSET MANAGEMENT CO., LLC](https://search.stillhousedata.com/firm/133978) | 2009-12-09 | 2011-11-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-12-01 | 2007-07-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1242048)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1242048.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.