David Lee Marlin

Current Employers

Balance Wealth

5701 North High Street Suite 100, Worthington, OH 43085 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-06-03
TX	RA	APPROVED_RES	2025-05-23

OH RA
APPROVED

Since 2025-06-03
TX RA
APPROVED_RES

Since 2025-05-23

Branch Locations

Springfield, OH • United States

5701 North High Street Suite 100, Worthington, OH 43085 • 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
Bolt Financial Group, Inc	Worthington	OH	02/2018	03/2026
L3 Technologies	Wright Patterson Afb	OH	05/2013	11/2018
Agdeavor Investments	Grove City	OH	12/2018	03/2026
Flightsafety Services Corp.	Wright Patterson Afb	OH	11/2018	Present
Balance Wealth	Springfield	OH	05/2025	Present

02/2018 → 03/2026

Bolt Financial Group, Inc

Worthington, OH
05/2013 → 11/2018

L3 Technologies

Wright Patterson Afb, OH
12/2018 → 03/2026

Agdeavor Investments

Grove City, OH
11/2018 → Present

Flightsafety Services Corp.

Wright Patterson Afb, OH
05/2025 → Present

Balance Wealth

Springfield, OH

Previous Registrations

2019-01-04 → 2026-03-24

Agdeavor Investments

Worthington, OH
2018-03-19 → 2026-03-24

Bolt Financial Group, Inc

Worthington, OH

Other Businesses

FlightSafety Services Corp. not investment-related 5439 McCormick Ave., Wright-Patterson AFB, OH 45433 military Pilot Instructor 11/2018 40 hours per week 6 hours during trading per day provide continuation training in a flight simulator for C-17 pilots

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-11

S65 Uniform Investment Adviser Law Examination

2017-11-11

Other Names

Dave Marlin

View on SEC IAPD