# MARK A BALLENGER

MARK A BALLENGER is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CERTIFIED PLANNING SERVICES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CERTIFIED PLANNING SERVICES, LLC](https://search.stillhousedata.com/firm/290667) | 2024-08-14 | present | Yes |
| [CERTIFIED PLANNING SERVICES, LLC](https://search.stillhousedata.com/firm/290667) | 2017-12-01 | 2025-12-31 | — |
| [INSTITUTE FOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/127207) | 2016-10-10 | 2017-12-04 | — |
| [EWEALTH CONSULTING, LLC](https://search.stillhousedata.com/firm/282253) | 2015-12-04 | 2016-11-14 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2009-11-02 | 2016-03-03 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2006-11-29 | 2009-10-16 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2004-06-24 | 2006-09-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2810252)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2810252.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.