# Gene Douglas Balas

Gene Douglas Balas is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with SEIA.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SEIA](https://search.stillhousedata.com/firm/108163) | 2023-08-25 | present | Yes |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2014-02-10 | 2020-12-31 | — |
| [PRESCIENT WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/160261) | 2012-06-13 | 2014-01-15 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2008-08-01 | 2009-04-09 | — |
| [GENWORTH FINANCIAL ASSET MANAGEMENT, INC](https://search.stillhousedata.com/firm/105771) | 2006-07-26 | 2008-07-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-03-29 | 2006-06-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1708517)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1708517.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.
