# ROBERT JERRY GAVLAK

ROBERT JERRY GAVLAK is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with BALANCE WEALTH PARTNERS LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BALANCE WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/329589) | 2024-03-14 | present | Yes |
| [WEALTHSOURCE®](https://search.stillhousedata.com/firm/282202) | 2021-03-05 | 2024-06-06 | — |
| [SUREPATH WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/283458) | 2019-04-30 | 2021-05-07 | — |
| [STRATEGIC WEALTH PARTNERS, LTD.](https://search.stillhousedata.com/firm/148586) | 2012-04-23 | 2019-04-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5686543)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5686543.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.