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Current Employers
Certified Planning Services, Llc

822 N A1A Highway Suite 310, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-14
  • FL RA
    APPROVED
    Since 2024-08-14

Branch Locations

822 N A1A Highway Suite 310, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Institute For Wealth Management, Llc Denver CO 09/2016 10/2017
Ewealth Consulting, Llc Denver CO 11/2009 10/2016
Certified Planning Services, Llc Denver CO 10/2017 Present
  • 09/2016 → 10/2017
    The Institute For Wealth Management, Llc
    Denver, CO
  • 11/2009 → 10/2016
    Ewealth Consulting, Llc
    Denver, CO
  • 10/2017 → Present
    Denver, CO
Previous Registrations
Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)COLORADO MOUNTAIN COLLEGE 150 MILLER RANCH RD. EDWARDS, CO, SINCE 8/2013 AS ADJUNCT FACULTY INSTRUCTOR; NIR - DEVOTES 10 HR/WK. NONE DURING TRADING. 3)METROPOLITAN STATE UNIVERSITY, 890 AURARIA PKWY, DENVER, CO, SINCE 1/2015 AS AFFILIATE FACULTY INSTRUCTOR. NIR - DEVOTES 2 HR/WK - NONE DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-23
S63 Uniform Securities Agent State Law Examination 1999-11-01
  • S66 Uniform Combined State Law Examination
    2004-06-23
  • S63 Uniform Securities Agent State Law Examination
    1999-11-01
Other Names
  • Mark Albert Ballenger
  • Mark A Ballenger

View on SEC IAPD

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