# MARY LOUISE BALLIN

MARY LOUISE BALLIN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with PERIGON WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PERIGON WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131037) | 2020-05-18 | present | Yes |
| [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/110666) | 2018-10-11 | 2020-05-12 | — |
| [MOSAIC FINANCIAL PARTNERS, INC.](https://search.stillhousedata.com/firm/105180) | 2003-09-18 | 2018-10-19 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 1999-09-07 | 2003-09-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2978336)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2978336.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.