David L. Marlin

BOLT FINANCIAL GROUP,

Worthington, OH 43085

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CRD#: 6925672

Professional summary

David Lee Marlin, who also goes by Dave Marlin, is a registered financial advisor currently at BOLT FINANCIAL GROUP, INC located in Worthington, Ohio and AGDEAVOR INVESTMENTS located in Worthington, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Marlin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lee Marlin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 19, 2018 - Present

BOLT FINANCIAL GROUP, INC

Office #1: 5701 North High Street Suite 100, Worthington, OH 43085

RIA

CRD#: 291799

Worthington, OH

Current

January 4, 2019 - Present

AGDEAVOR INVESTMENTS

Office #1: 5701 North High Street Suite 100, Worthington, OH 43085

RIA

CRD#: 147340

WORTHINGTON, OH

Current

May 23, 2025 - Present

BALANCE WEALTH

RIA

CRD#: 329589

Springfield, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALANCE WEALTH

BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC

CRD#: 329589 / SEC#: 801-131997

RIA

Registered Investment Advisory firm - (2/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (4/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/19/2018)

IAR

Texas
(5/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2017

Uniform Investment Adviser Law Examination

Current Firm

BALANCE WEALTH

BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC

CRD#: 329589 / SEC#: 801-131997

RIA

Registered Investment Advisory firm - (2/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (4/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2025 Terminated)

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Contact information

Main Address

5701 North High Street Suite 100, Worthington, OH 43085

Mailing Address

Phone number

(800) 551-7787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-08-06 BALANCE WEALTH FORM ADV PART 2A (8/6/2025)

Regulatory assets under management

Total Number of Accounts	2,019
AUM (Assets Under Management)	$ 348,405,283

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David L. Marlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lee Marlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLT FINANCIAL GROUP, INC

AGDEAVOR INVESTMENTS

BALANCE WEALTH

Primary Firm SEC Registration

BALANCE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2017

Current Firm

BALANCE WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALANCE WEALTH

TRUST BUT VERIFY

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