# David Lee Marlin

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BALANCE WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/329589) | 2025-05-23 | present | Yes |
| [AGDEAVOR INVESTMENTS](https://search.stillhousedata.com/firm/147340) | 2019-01-04 | 2026-03-24 | — |
| [BOLT FINANCIAL GROUP, INC](https://search.stillhousedata.com/firm/291799) | 2018-03-19 | 2026-03-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6925672)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6925672.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.