David Lee Marlin is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with BALANCE WEALTH PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALANCE WEALTH PARTNERS LLC | 2025-05-23 | present | Yes |
| AGDEAVOR INVESTMENTS | 2019-01-04 | 2026-03-24 | — |
| BOLT FINANCIAL GROUP, INC | 2018-03-19 | 2026-03-24 | — |