Inactive

Gerald Michael Crean

Ballina Capital, LLC

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Current Employers

Ballina Capital, Llc

El Segundo, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-22

CA RA
APPROVED

Since 2026-01-22

Branch Locations

El Segundo, CA • 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

Organization	City	State	From	To
Wellington Management Company, Llp	Boston	MA	06/2008	06/2024
Wellington Management Advisers, Inc.	Boston	MA	07/2012	06/2024
Unemployed	Boston	MA	06/2024	10/2024
Ballina Capital, Llc	El Segundo	CA	10/2024	Present

06/2008 → 06/2024

Wellington Management Company, Llp

Boston, MA
07/2012 → 06/2024

Wellington Management Advisers, Inc.

Boston, MA
06/2024 → 10/2024

Unemployed

Boston, MA
10/2024 → Present

Ballina Capital, Llc

El Segundo, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-22
S63	Uniform Securities Agent State Law Examination	2012-08-07

S65 Uniform Investment Adviser Law Examination

2026-01-22
S63 Uniform Securities Agent State Law Examination

2012-08-07

Other Names

Jerry Michael Crean
Gerald M. Crean
Jerry Crean

View on SEC IAPD

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