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Gregory Dale Balls

Meeder Public Funds, Inc.

Dublin, OH

Las Vegas, NV

CRD 5553911

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Employer firm

Meeder Public Funds, Inc. CRD 106816

$70.2B regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars
  • CASH MANAGEMENT SERVICES, CASH FLOW ANALYSIS AND ALLOCATION, BANK AND CUSTODIAL REQUEST FOR PROPOSAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Meeder Public Funds, Inc.

6125 Memorial Drive, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-12-18
ID RA APPROVED 2024-12-18
OR RA APPROVED 2024-12-18
WA RA APPROVED 2024-12-18
OK RA APPROVED 2024-05-20
NV RA APPROVED 2023-12-19
UT RA APPROVED 2023-12-18
OH RA APPROVED 2023-12-16
CA RA APPROVED 2023-12-15
  • HI RA
    APPROVED
    Since 2024-12-18
  • ID RA
    APPROVED
    Since 2024-12-18
  • OR RA
    APPROVED
    Since 2024-12-18
  • WA RA
    APPROVED
    Since 2024-12-18
  • OK RA
    APPROVED
    Since 2024-05-20
  • NV RA
    APPROVED
    Since 2023-12-19
  • UT RA
    APPROVED
    Since 2023-12-18
  • OH RA
    APPROVED
    Since 2023-12-16
  • CA RA
    APPROVED
    Since 2023-12-15

Branch Locations

6125 Memorial Drive, Dublin, OH 43017 • United States

10655 Park Run Drive Suite 120, Las Vegas, NV 89144 • 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
Fhn Financial Main Street Advisors Llc Las Vegas NV 06/2014 02/2022
Fhn Financial Main Street Advisors Llc Las Vegas NV 02/2022 12/2023
Meeder Public Funds, Inc. Dublin OH 12/2023 Present
  • 06/2014 → 02/2022
    Fhn Financial Main Street Advisors Llc
    Las Vegas, NV
  • 02/2022 → 12/2023
    Fhn Financial Main Street Advisors Llc
    Las Vegas, NV
  • 12/2023 → Present
    Meeder Public Funds, Inc.
    Dublin, OH
Previous Registrations
  • 2014-07-09 → 2023-12-15
    Fhn Financial Main Street Advisors, Llc
    Las Vegas, NV
  • 2012-06-21 → 2013-06-03
    Zions Capital Advisors, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-20
S63 Uniform Securities Agent State Law Examination 2009-01-07
  • S65 Uniform Investment Adviser Law Examination
    2012-06-20
  • S63 Uniform Securities Agent State Law Examination
    2009-01-07
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

KEELER & NADLER FAMILY WEALTH
PFS INVESTMENTS INC.
DELTA CAPITAL MANAGEMENT, INC.

Nearby Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik

Nearby Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH

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